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Instagram app deprecation on Dec 4, 2024

Published August 20th, 2025 by Owner

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 Zaps using the Instagram app will stop functioning

1 min

How to get started with Helicone on Zapier

Published August 20th, 2025 by Owner

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"

10 Views 1 min

Use domain capture to ensure your employees join your Zapier account

Published August 20th, 2025 by Owner

Available on plans: Free Pro 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 acco

12 Views 1 min

Updates to error notification settings!

Published August 20th, 2025 by Owner

Now, you can add labels to your error notifications to help you better triage issues in your Zaps. 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 critica

1 min

ChatGPT (OpenAI) error: invalid_image or invalid_image_format

Published August 20th, 2025 by Owner

Symptoms When using the ChatGPT (OpenAI) Conversation action, you see the error message, "invalid_image" or "[invalid_image_format] You uploaded an unsupported image". You will see this error in the Zap editor when you test your ChatGPT step or in Zap history after your Zap runs. Causes This can happen when: You selected an incompatible model. Your

10 Views 1 min

Use form data to personalize components

Published August 20th, 2025 by Owner

You can use data entered by a user on a form to personalize their experience within the interface. For example, you can greet users by their name or filter a table after they submit a form.  To use form details on a component, you need:  a field reference ID: a unique ID for a specific field in a form. a Navigate to page action: this allows the form

15 Views 2 min

Remove extra text from your Zap data

Published August 20th, 2025 by Owner

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: rem

14 Views 1 min

Summarize text with Google Vertex AI on Zapier

Published August 20th, 2025 by Owner

With Google Vertex AI, you can use artificial intelligence to summarize text.   Example You can summarize text such as: Meeting notes. Documents. Customer feedback.   To set up a Summarize Text action: 1. Choose the app and event In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search and sele

13 Views 1 min

Use knowledge sources with a chatbot

Published August 20th, 2025 by Owner

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 knowle

30 Views 3 min

Store data from code steps with StoreClient

Published August 20th, 2025 by Owner

The StoreClient is a built-in utility available in both Python and JavaScript code steps that lets you store and retrieve data between Zaps or between runs of the same Zap. Limitations Any JSON serializable value can be saved. The secret should use UUID4 format. Every key must be less than 32 characters in length. Every value must be less than 2500

17 Views 2 min

How to get started with YouTube on Zapier

Published August 20th, 2025 by Owner

Connect to YouTube on Zapier YouTube uses OAuth to authenticate your account on Zapier. Log into YouTube to authenticate. Grant Zapier permission to access your account if prompted to. Note Zapier’s YouTube app uses YouTube API Services. By using Zapier’s YouTube app, you are agreeing to be bound by YouTube’s Terms of Service and Google’s Privacy Po

10 Views 1 min

LinkedIn Ads: I’m not receiving test data

Published August 20th, 2025 by Owner

When setting up a Zap using a LinkedIn Ads trigger, you cannot receive any test data from your account. Causes This happens because, during trigger testing, the LinkedIn Ads trigger can only receive test data sent through LinkedIn’s testing tool.  It will not find real leads in your account. How to fix it To fix this: Follow LinkedIn’s tutorial on s

1 min

Obz-zapier Glossary

Published August 20th, 2025 by Owner

This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All

1 min

Filter records on Zapier Tables

Published August 20th, 2025 by Owner

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.   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 sele

11 Views 2 min

Connect your chatbot to messaging apps through Zaps

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced Beta This product is in open beta. It’s available for use but still in active development and may change.   Zapier Chatbots can automate communication with users and customers in other apps. By combining Chatbots and Zaps, you can build workflows to reply to messages and questions from apps like Facebook Messeng

10 Views 2 min

How to build an omnichannel chatbot

Published August 20th, 2025 by Owner

Beta This product is in open beta. It’s available for use but still in active development and may change. 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 c

10 Views 1 min

Review conversation history for chatbots

Published August 20th, 2025 by Owner

Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. 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'

1 min

Zapier Projects quick start guide

Published August 20th, 2025 by Owner

Alpha This feature is in alpha release and only available to invited participants. This feature is in active development and may change. Use Projects to organize and view all of the workflows you create using Zapier’s automation-first tools. Create a new project Go to the Projects page or click the Projects icon in the left sidebar of your account d

13 Views 4 min

How to Get Started with Squarespace on Zapier

Published August 20th, 2025 by Owner

About Squarespace's Integration Admin/owner permissions: Admin access to get API Key Paid/versioned account: Paid Website Business plan or higher Custom field support: No Partner’s documentation: https://support.squarespace.com/hc/en-us/articles/360000641507-Adding-form-integrations-with-Zapier Connecting with Squarespace When you start creating a S

11 Views 1 min

Jotform Enterprise values are missing or incorrect

Published August 20th, 2025 by Owner

If values from Jotform Enterprise appear incorrect or don't appear at all, please check the following: Form settings If you see long alphanumeric strings instead of your form values, you’ll need to disable the Encrypt Form Data setting. In your form, click Settings. In the left sidebar, click Form settings. In the Encrypt Form Data field, select No.

1 min

How to Get Started with MailerLite on Zapier

Published August 20th, 2025 by Owner

About MailerLite's Integration What kind of authentication does MailerLite use? MailerLite uses OAuth. Do I need a paid MailerLite account to use MailerLite with Zapier? You don't need a specific MailerLite plan to use MailerLite with Zapier. Do I need special account permissions in MailerLite to use MailerLite with Zapier? There aren't any specific

1 min

Add suggested questions to your chatbot conversations

Published August 20th, 2025 by Owner

Beta This product is in open beta. It’s available for use but still in active development and may change. 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 Lo

1 min

Common Problems with Keap Max Classic

Published August 20th, 2025 by Owner

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 updat

1 min

Zap is not running

Published August 20th, 2025 by Owner

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 pl

11 Views 1 min

Common Problems with Microsoft Teams on Zapier

Published August 20th, 2025 by Owner

Error: "DataPostError: Problem creating Connected Account Test" If you receive this error, this is because the Microsoft Teams Zapier integration does not support Microsoft Teams Free accounts. In addition, ensure your Microsoft Teams account that you're connecting to Zapier is one of the following administrator roles: Global Administrator, Security

1 min

Zap is not sending data

Published August 20th, 2025 by Owner

When your Zap is on, you might notice that:  Your trigger is not sending data to your action steps, despite your Zap history showing that the Zap has successfully triggered.  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

12 Views 1 min

How to Get Started with Trello on Zapier

Published August 20th, 2025 by Owner

About Trello's Integration Admin/owner permissions - You don't need extra permissions to access any Trello resources, but some things won't trigger/appear if you haven't joined the board you need, so make sure you've done that! Paid/versioned account - Any plan (free or paid) and any version of Trello can access the integration. Custom field support

1 min

Consolidate multiple Zapier accounts

Published August 20th, 2025 by Owner

Available on plans: Free Pro 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 th

10 Views 4 min

How to get started with Notion on Zapier

Published August 20th, 2025 by Owner

Notion and Zapier connect to automate your work. You can trigger actions when new database items are added and create new items in databases or pages. Prerequisites To use the Notion app on Zapier, you must have: An active Notion account (free or paid plan). You need to be a Notion admin to the pages or databses you want to connect to. You need to g

12 Views 2 min

Add items to an RSS feed in a Zap

Published August 20th, 2025 by Owner

RSS by Zapier allows you to trigger Zaps with new RSS feed items, as well as add items to your own RSS feed. An RSS (really simple syndication) feed is a way to get content from a frequently updated source—such as a blog or news site—with just the key information. This article will explain how to add the Create Item in Feed action to your Zaps. Limi

14 Views 1 min

Zap filters are not working properly

Published August 20th, 2025 by Owner

Your Zap contains a filter, but it does not follow the filter's conditions when it runs. As a result, the rest of the Zap does not run as expected. The Zap run status shows as Filtered in the Zap history. In your Zap run, you may see also (missing value) where the field data should be.   Causes This can happen for different reasons: Mismatched field

10 Views 1 min

Small upgrades to the Members page, but big wins for you!

Published August 20th, 2025 by Owner

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 b

1 min

NetSuite now available on Zapier

Published August 20th, 2025 by Owner

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

1 min

How to get started with Discord on Zapier

Published August 20th, 2025 by Owner

Connect to Discord on Zapier Discord uses OAuth to authenticate your account on Zapier. Log into Discord to authenticate. Grant Zapier permission to access your account if prompted to. About Discord's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid Discord plan required? No   Are any special account per

1 min

Manage which apps your account members can use via an allow list

Published August 20th, 2025 by Owner

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

11 Views 1 min

Quickly search for Zap folders in your account

Published August 20th, 2025 by Owner

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 ins

1 min

How to pay for your Zapier account

Published August 20th, 2025 by Owner

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.   Payment methods You can pay for your Zapier account

1 min

Add a Link button to a chatbot

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced Beta This product is in open beta. It’s available for use but still in active development and may change. The Link button logic type lets you display a button to schedule a meeting, contact support, or direct users to any other link you prefer, directly from the chat window. You can display the button when the c

12 Views 1 min

Do Zapier credits expire?

Published August 20th, 2025 by Owner

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 credi

1 min

Get more control over the apps and actions your team can use

Published August 20th, 2025 by Owner

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

1 min

Remove members from your Team or Enterprise account

Published August 20th, 2025 by Owner

Ensure that your business-critical Zaps continue to work even after you offboard a user from your Team or Enterprise account. You can transfer ownership of their Zaps 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 three dot icon next to the user. A dropdown menu will op

3 min

Adjust date and time values in Zaps

Published August 20th, 2025 by Owner

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 ad

10 Views 1 min

Use Zaps to send leads to Lead Router

Published August 20th, 2025 by Owner

Zapier Lead Router lets you automatically route incoming leads to your sales team based on rules you set, ensuring even and accurate distribution. Leads can come from any app available on Zapier, through a Zap trigger. This article explains how to set a Zap with Lead Router as an action. Learn more about Zaps on the Zaps quick start guide. Beta This

10 Views 1 min

Common Problems with Todoist

Published August 20th, 2025 by Owner

Why aren't my notes showing on my task? Notes and attachments are Premium features on Todoist, so you will need to purchase Todoist Premium in order for notes to be passed on by your Zap. Completed sub-tasks aren't triggering my Zap. Sub-tasks do not trigger when they're completed but rather when the parent task is completed. Sub-tasks will not trig

1 min

Zap is creating duplicate data

Published August 20th, 2025 by Owner

When testing your Zaps 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 Zaps are using the same trigger. Unintentional Zap loops. Timeouts. How to fix it Go to your Zap history

12 Views 2 min

Request tax exemption for your account

Published August 20th, 2025 by Owner

If you believe your account should be exempt from tax, you can send the appropriate documentation as evidence to our Support team. 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. Learn more about taxes applied to Zapier charges. Reques

1 min

Analyze text sentiment with Google Vertex AI on Zapier

Published August 20th, 2025 by Owner

Google Vertex AI allows you to use artificial intelligence to analyze text sentiment. You can use it to identify positive, neutral, or negative sentiments.   Example You can use this action to analyze: Customer feedback Social media posts   To set up an Analyze Text Sentiment action:   1. Choose the app and event In the Zap outline, click the Action

10 Views 1 min

Looker now available on Zapier

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Amplify your data analysis with Looker on Zapier. This app allows you to manage data records and user roles. Triggers New Record Created in Look New User New Record Created in SQL Query Actions Add Role(s) to Us

10 Views 1 min

Work with Google Sheets in Zaps

Published August 20th, 2025 by Owner

In order to use Google Sheets, you must follow several rules to use your spreadsheet in your Zaps. Working with Spreadsheets While the UI in this video is outdated, the core functionality remains similar in most current versions. Spreadsheet formatting Any spreadsheet you use in your Zap must: Include headers in the first row. Clearly label each col

10 Views 1 min

Formatted data is incorrect in later Zap steps

Published August 20th, 2025 by Owner

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 t

11 Views 1 min

Common Problems with Delay

Published August 20th, 2025 by Owner

Can I run steps after a Delay if the Zap was turned off? Your Zap must be on for the Delay to run. If it is off when Delay is scheduled to resume, any actions after the Delay will not run even when the Zap is turned on again. New Zaps that trigger after the Zap is turned on will run as usual. Can I delay when my Zap triggers? Delay can postpone acti

12 Views 1 min

Efficiently limit Zap history results to specific versions of your Zap

Published August 20th, 2025 by Owner

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 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

10 Views 1 min

Get help and support with Zapier

Published August 20th, 2025 by Owner

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 wi

11 Views 1 min

Google Sheets error: Nothing could be found for the search

Published August 20th, 2025 by Owner

When using any Google Sheet search action, you see the error message "Nothing could be found for the search." This error will appear in the Zap editor when testing Zap steps or in Zap history after your Zap runs. The Zap run status will display as stopped. Causes This happens when: The mapped field from the previous step in the Lookup Value or Title

1 min

Data pagination in Zaps

Published August 20th, 2025 by Owner

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

10 Views 1 min

How to get started with Asana on Zapier

Published August 20th, 2025 by Owner

Asana and Zapier connect to automate your project work. You can trigger actions when tasks are created or completed and create new tasks or projects. Prerequisites To use the Asana app on Zapier, you must have: An active Asana account (free Personal plan or any paid plan). App management permissions to access Zapier. Connect Asana to Zapier Go to th

2 min

Add media and organize components in Zapier Interfaces (Beta)

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Want to make your Interface even more eye-catching? Zapier Interfaces just got more visual with the addition of two new components - Media and Divider. Media: Now you can easily add images, videos, or your busin

11 Views 1 min

Zap isn't triggering

Published August 20th, 2025 by Owner

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 eve

11 Views 2 min

Common Problems with Salesforce on Zapier

Published August 20th, 2025 by Owner

My Zap keeps assigning a record or object to the same owner Check your Salesforce account to see: If there is a workflow rule/auto-assignment rule that's overriding your Zap settings. If your Salesforce Profile has Transfer Record enabled. Transfer Record allows you to change the owner of most records. You may need a Salesforce Systems Administrator

4 min

How to Get Started with BambooHR on Zapier

Published August 20th, 2025 by Owner

When you start creating a BambooHR Zap, you will be asked to connect your BambooHR account. Next, you'll be asked to enter your BambooHR API key. To locate your API Key in your BambooHR account, please follow these steps: Log into your BambooHR account. Click your name in the top right. Click on "API Keys." Create an API Key and copy to your clipboa

1 min

Limited-time offer: Use Google Ads on Zapier and get free tasks for 6 months!

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Do you use Google Ads to manage your online advertising? Zapier is giving your ads a boost by offering you 2,000 free tasks per month for 6 months when you use Google Ads in your Zaps!  Offer details Eligible Go

10 Views 2 min

Common problems with Microsoft Office 365 on Zapier

Published August 20th, 2025 by Owner

I can't connect my account First, make sure you can properly log into https://outlook.office365.com/. Usually, that means you must have an Office 365 Business or Office 365 Enterprise account in order to use Zapier. You won't be able to connect to a personal or education account. These accounts do not work: Outlook.com accounts. Office Home accounts

2 min

Alerts is now generally available

Published August 20th, 2025 by Owner

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 Zaps. You can prioritize errors based on which should be addressed first, so you can efficiently triage your most business-critical Zaps.

1 min

Generate a Code step using AI (Beta)

Published August 20th, 2025 by Owner

You can use Code with AI to help you generate JavaScript or Python to use in your Zap. Describe what you'd like to do in your Code step, and AI will generate the code for you.  Beta AI-powered Code steps are a beta feature. It's available for use, but still in active development and may change.    Set up your AI-powered Code step In your trigger or

12 Views 1 min

Common Problems with Instagram for Business on Zapier

Published August 20th, 2025 by Owner

I’m getting an error when using the Publish Photo action The Publish Photo action only works for Instagram Business accounts linked to a Facebook user with permission to create content. The specific permissions required depend on the type of Facebook account type: Classic  and  new experience pages : You must have at least partial  Facebook access o

1 min

Common problems with Email Parser by Zapier

Published August 20th, 2025 by Owner

My emails were parsed incorrectly This can happen from time to time. The email parser is just an algorithm that doesn't possess the sorts of pattern matching that our human brains can do daily. Zapier is always working on better engines that more cleanly parse emails. To fix that: Give feedback on past emails. This will help Zapier improve our parsi

10 Views 1 min

How to get started with Twilio on Zapier

Published August 20th, 2025 by Owner

Connect to Twilio on Zapier Twilio uses API keys to authenticate your account on Zapier. Required authentication fields Account SID Auth Token Additional authentication instructions Log into your Twilio account. Go to your User account settings. In the Account Info section, you can locate your Account SID and Auth Token. Note Instructions for locati

1 min

How to get started with CallRail on Zapier

Published August 20th, 2025 by Owner

CallRail and Zapier connect to track calls and capture leads. You can trigger actions when calls complete or forms submit and create CRM records or send data to spreadsheets. Prerequisites To use the CallRail app on Zapier, you must have: An active CallRail account with any paid plan. Connect CallRail to Zapier To create an app connection to CallRai

1 min

Add logic to Zapier Chatbots

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced Beta This product is in open beta. It’s available for use but still in active development and may change. 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 severa

13 Views 1 min

Fix errors in Zapier Chatbots

Published August 20th, 2025 by Owner

Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. 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.    Cause Although chatbots auto

12 Views 1 min

Common Problems with Mailchimp Transactional

Published August 20th, 2025 by Owner

Can I send HTML Emails with Mailchimp Transactional? Yes, Mailchimp Transactional’s Send Email action supports HTML messages. Can I send attachments using Mailchimp Transactional through Zapier? Sending attachments in Mailchimp Transactional isn’t supported at this time. Can I use dynamic content in Mailchimp Transaction? You can add dynamic content

1 min

How to get started with Dropbox on Zapier

Published August 20th, 2025 by Owner

Dropbox and Zapier work together to automate your file management. You can use triggers like new or updated files to automatically upload, move, or share files and folders. Prerequisites To use the Dropbox app on Zapier, you must have:  A paid Dropbox plan.  Connect Dropbox to Zapier To create an app connection to Dropbox on Zapier:  Go to the Apps

1 min

How to get started with HubSpot on Zapier

Published August 20th, 2025 by Owner

HubSpot and Zapier connect to automate your work. You can trigger actions when forms are submitted or contacts are created and create new contacts, deals, or companies. Prerequisites To use the HubSpot app on Zapier, you must have: An active HubSpot account (free or any paid plan). Super Admin permissions in your HubSpot account.  Connect HubSpot to

4 min

Tips for working with Google Calendar on Zapier

Published August 20th, 2025 by Owner

Personalize event colors If you want to create events using specific colors depending on event types, you can map the color IDs to your Google Calendar step, using a lookup table. This will then allow you dynamically update the color of calendar events each time the Zap runs. To do so: Create a lookup table step prior to your Google Calendar step. 

10 Views 1 min

Draft an email with Google Vertex AI on Zapier

Published August 20th, 2025 by Owner

With Google Vertex AI, you can use artificial intelligence to generate a draft email.   To set up a Write an Email action: 1. Choose the app and event In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search and select Google Vertex AI. Click the Action event dropdown menu and select Write an E

11 Views 1 min

How to Get Started with Browse AI on Zapier

Published August 20th, 2025 by Owner

About Browse AI's Integration What kind of authentication does Browse AI use? Browse AI uses OAuth. Do I need a paid Browse AI account to use Browse AI with Zapier? You don't need a specific Browse AI plan to use Browse AI with Zapier. Do I need special account permissions in Browse AI to use Browse AI with Zapier? There aren't any specific Browse A

1 min

IT help desk template guide

Published August 20th, 2025 by Owner

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 nothin

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What happens if my payment fails?

Published August 20th, 2025 by Owner

Payments may be declined or fail for various reasons, such as incorrect card details, expired or blocked cards, or insufficient funds. If your card 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

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How to get started with Microsoft SharePoint on Zapier

Published August 20th, 2025 by Owner

Connect to Microsoft SharePoint on Zapier Microsoft SharePoint uses OAuth to authenticate your account on Zapier. Log into Microsoft SharePoint to authenticate. Grant Zapier permission to access your account if prompted to. About Microsoft SharePoint's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid Mic

1 min

Customize the creativity level of your chatbot

Published August 20th, 2025 by Owner

Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. Editing your chatbot's Creativity settings allows you to fine-tune its response to users. This option is in the Settings menu of your chatbot. To change the creativity level, move the slider to different positions and test the results on t

1 min

Send files in Zaps

Published August 20th, 2025 by Owner

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, y

1 min

Modify test records in Zaps

Published August 20th, 2025 by Owner

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

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How to get started with Airtable on Zapier

Published August 20th, 2025 by Owner

Acuity Scheduling and Zapier automate your scheduling and client management. You can use triggers like new appointments or cancellations to automatically update a client or block off time on your calendar. Prerequisites To use the Airtable app on Zapier, you must have: You must verify your email address on Airtable. For Airtable Enterprise Scale pla

1 min

LinkedIn Ads: I’m not receiving leads, but my Zap is on

Published August 20th, 2025 by Owner

Your Zap is turned on and uses a LinkedIn Ads trigger, but it's not sending data to other Zap steps. Causes This happens when your LinkedIn Ads authentication expires. LinkedIn Ads must be reconnected after 60 days. How to fix it To fix this: Go to the Apps Connections page. Search for and select LinkedIn Ads. Click Reconnect. A dialog box will appe

1 min

Transfer existing data using a spreadsheet

Published August 20th, 2025 by Owner

To bulk import data into your Zaps, you can do so by using a spreadsheet app. You only need to get your data into a spreadsheet format, like a CSV file. This tutorial will show you how to achieve this with Tables or Google Sheets. Tip You can also transfer existing data using a Zap.   1. Export data into a spreadsheet file Tables Google Sheets Impor

1 min

Understand your agent's statuses

Published August 20th, 2025 by Owner

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.  Beta This product is in open beta. It’s available for use but still in active development and may change. There are six possible statuses: Needs action In progress Failed C

1 min

Use actions on Zapier Agents

Published August 20th, 2025 by Owner

Agents can use Zap actions to complete tasks and carry out your requests. You can use Zapier's library of more than 8,000 apps to automate tasks. Beta This product is in open beta. It’s available for use but still in active development and may change. Create an action From the Zapier Agents home, select your agent. In the Instructions field, click I

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Trigger Zaps from webhooks

Published August 20th, 2025 by Owner

Webhooks are automated messages sent between apps—a type of notification that includes detailed information about new items in apps. You can use webhooks to trigger your Zaps. This article explains how to set up a Catch Hook or Catch Raw Hook trigger. If you'd like to set up a Retrieve Poll trigger, read Trigger Zaps from polling webhooks. If you'd

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Python code examples in Zaps

Published August 20th, 2025 by Owner

This page provides some 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. This example screenshot shows three demonstration inputs you can use in your code like this: input_data['body'], input_data['name'], and input_data['subject']. Be s

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How to get started with Microsoft Entra on Zapier

Published August 20th, 2025 by Owner

Connect to Microsoft Entra on Zapier Microsoft Entra uses OAuth to authenticate your account on Zapier. Log into Microsoft Entra to authenticate. Grant Zapier permission to access your account if prompted to. About Microsoft Entra's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts   Is a paid Microsoft Azure Active Direc

1 min

Create views in Zapier Tables

Published August 20th, 2025 by Owner

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. Tip You can tri

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Manage pages and components on Zapier Interfaces

Published August 20th, 2025 by Owner

You can edit the pages and components on Zapier Interfaces at any time. Learn how to add pages and components.   Duplicate a page On the list of pages for your interface, click the three-dot icon for the page you want to duplicate. Click Duplicate page.   Delete a page On the list of pages for your interface, click the three-dot icon for the page yo

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Common Problems with Google Calendar

Published August 20th, 2025 by Owner

Why are the Summary and Description fields missing? If the calendar doesn't belong to you or hasn't been shared with you, Google will not provide the Summary or Description fields. To fix this, have the owner share the calendar with you (even if it's already public). Why aren't repeated events triggering? Repeated events in Google Calendar aren't su

6 min

How to Get Started with Zoom on Zapier

Published August 20th, 2025 by Owner

When you start creating a Zoom Zap, you will be asked to connect your Zoom account. You’ll now be asked to log into your Zoom account (unless you are already logged in). If all steps were successful your Zoom account will now be successfully connected. Uninstalling Zapier from your Zoom account If you want to uninstall the Zapier app from your Zoom

1 min

Apps monthly roundup May 2025

Published August 20th, 2025 by Owner

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:

3 min

Error: “Task was stopped because its Zap was turned off”

Published August 20th, 2025 by Owner

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

1 min

How to get started with Google BigQuery on Zapier

Published August 20th, 2025 by Owner

Connect to Google BigQuery on Zapier Google BigQuery uses OAuth to authenticate your account on Zapier. Log into Google BigQuery to authenticate. Grant Zapier permission to access your account if prompted to. About Google BigQuery's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts   Is a paid Google BigQuery plan require

1 min

How to structure a knowledge source file

Published August 20th, 2025 by Owner

Zapier Chatbots breaks knowledge source information into smaller chunks so the chatbot can efficiently use the most relevant information during a conversation.  Beta This product is in open beta. It’s available for use but still in active development and may change. When using files, the most effective way to structure your knowledge source is to gr

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Troubleshoot Tax ID validation errors in invoices

Published August 20th, 2025 by Owner

You can add a tax or VAT ID to your Zapier invoices . If you're seeing 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 ALK123456

1 min

Using Zapier's App Home in Slack

Published August 20th, 2025 by Owner

With Zapier App Home, you'll be able to monitor your Zapier account activity right within Slack. You'll be able to view a status and quickly link out to them to: View 3 recently modified Zaps Turn Zaps on and off Check a Zap's status Edit the Zap View Zap's task history View your Zapier plan View task history usage Manage your Zapier account Zap tem

1 min

How to get started with DeepSeek on Zapier

Published August 20th, 2025 by Owner

DeepSeek and Zapier connect to automate AI tasks. You can create chat completions and make API requests to generate AI responses. Prerequisites To use the DeepSeek app on Zapier, you must have: A DeepSeek platform account. Email registration using a supported email domain. A valid DeepSeek API key generated from your DeepSeek platform account. Accou

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How to get started with Google Workspace Admin on Zapier

Published August 20th, 2025 by Owner

Connect to Google Workspace Admin on Zapier Google Workspace Admin uses OAuth to authenticate your account on Zapier. Log into Google Workspace Admin to authenticate. Grant Zapier permission to access your account if prompted to. About Google Workspace Admin's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a

1 min

How to get started with Zoho Survey on Zapier

Published August 20th, 2025 by Owner

Connect to Zoho Survey on Zapier Zoho Survey uses OAuth to authenticate your account on Zapier. Log into Zoho Survey to authenticate. Grant Zapier permission to access your account if prompted to. About Zoho Survey's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid Zoho Survey plan required? Yes Supporte

1 min

Decide if AI should guess the value of a specific field in AI actions

Published August 20th, 2025 by Owner

This tutorial refers to AI actions. These are Zapier actions that can only be used through another app.  Beta This feature is in open beta release. It’s available for use but still in active development and may change. For fields in an AI action, during set up, you can: Let the AI guess the value for a field. Set a specific value for it. Choose to n

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What permissions do I need to use Facebook Lead Ads with Zapier?

Published August 20th, 2025 by Owner

The permissions you need depend on which version of Zapier's Facebook Lead Ads app you use: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Lead Ads You’ll need to have the following permissions for each page you'd like to use with a Zap: Manage Pages. Manage Ad Account. Leads Access - if Lead Access is customized, make sure to gi

1 min

Tips for formatting Slack messages

Published August 20th, 2025 by Owner

You can format Slack messages in Zaps to add styling, user mentions, and channel and workspace notifications.   Text Bold text: wrap your text with asterisks (*). *bold* Italic text: wrap your text with underscores (_). _italic_ Strikethrough text: wrap your text with tildes (~). ~strikethrough~   Inline code and blockquotes Inline code blocks that

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How to get started with monday.com on Zapier

Published August 20th, 2025 by Owner

Monday.com and Zapier connect to automate your work. You can trigger actions when new items are created or column values change and create new items or update existing ones. Prerequisites To use the monday.com app on Zapier, you must have: An active Monday.com account with Admin or Member user permissions for the boards, workspaces you want to conne

2 min

Zapier Chatbots: chatbot is giving incorrect answers

Published August 20th, 2025 by Owner

Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. Symptoms Your chatbot answered questions incorrectly or made up information when interacting with users.   Causes Inaccuracies (incorrect information) and hallucinations (made-up information) can occur in AI chatbots for many reasons. They

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Google Sheets: Spreadsheet doesn't appear in the dropdown menu

Published August 20th, 2025 by Owner

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

1 min

How to get started with Stripe on Zapier

Published August 20th, 2025 by Owner

Connect to Stripe on Zapier Stripe uses OAuth to authenticate your account on Zapier. Log into Stripe to authenticate. Grant Zapier permission to access your account if prompted to. Optional authentication fields Test Mode API Key Tip You can use Stripe's test mode to test Zaps without affecting real transactions. Learn more about how to use test mo

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Google Sheets error: Required field "Lookup Value" (lookup_value) is missing

Published August 20th, 2025 by Owner

When using either the Google Sheets Lookup Spreadsheet Row or Look Spreadsheet Rows (output as Line Items) action, you see the error message "Required field "Lookup Value" (lookup_value) is missing."  This error will appear in the Zap editor when testing Zap steps or in Zap history after your Zap runs. The Zap run status will display as stopped. Cau

1 min

Zap isn't sending webhooks

Published August 20th, 2025 by Owner

After you set up your Zap to send webhooks, they may not send in the way you expect. Learn how to troubleshoot if your webhooks that should be coming from Zapier aren’t showing up, or aren’t showing up the way you expect. Inspect the webhook requests If your requests aren’t making it to the desired destination as you’d expect, a third-party app that

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Extracting an attachment from Slack messages

Published August 20th, 2025 by Owner

You can use Slack's New Message Posted to Channel trigger to extract message attachments in public Slack channels. Message attachments include shared links and content previews . They are preceded by an indentation from other messages. Note Zapier can only trigger on non-ephemeral attachments that appear to all users in a channel or direct message.

2 min

Manage your Zaps

Published August 20th, 2025 by Owner

Use the Zaps page to manage and organize your Zaps. You can switch between viewing Zaps or folders. Search, filtering, and sorting are available in both views, so you can find what you need. Zaps view Top menu Zaps table Manage Zaps Top menu In the top left, there is: A set of tabs that allow you to switch between the Zaps and folders views. A dropd

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How to get started with LinkedIn Ads on Zapier

Published August 20th, 2025 by Owner

LinkedIn Ads and Zapier connect to automate lead capture. You can trigger actions when new lead gen form responses arrive and add contacts to audiences. Available on plans: Free Pro Team Enterprise Prerequisites To use the LinkedIn Ads app on Zapier, you must have: A LinkedIn Campaign Manager account with proper permissions: You must be assigned as

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Workday error: Permission denied

Published August 20th, 2025 by Owner

When using either the Workday Create Time Off Request or Create Worker Time Block action,  you see the error message “Permission denied”. You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when you are not a member of the required security group or when APIs are not enabled in your Wo

1 min

App connection error: "Not authenticated" or "Unauthorized"

Published August 20th, 2025 by Owner

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

1 min

Track LinkedIn Conversions for free with Zapier

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Use LinkedIn Conversions for free on Zapier Beginning April 2, 2024, when you use the LinkedIn Conversions app in a Zap, action steps will not count toward your task usage. Action steps that use other apps will

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Review your account usage in the analytics dashboard

Published August 20th, 2025 by Owner

Available on plans: Free Pro 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 Zaps. Number of active members. Task usage by date, Zap, app, or member. Error

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Zaps quick start guide

Published August 20th, 2025 by Owner

Zaps 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 Zaps to automate your repetitive tasks without code, saving y

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Send prompts with Google Vertex AI on Zapier

Published August 20th, 2025 by Owner

With Google Vertex AI, you can use artificial intelligence to send a prompt and generate a completion.   To set up a Send prompt action: 1. Choose the app and event In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search and select Google Vertex AI. Click the Action event dropdown menu and sel

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How to Get Started with Blaze on Zapier

Published August 20th, 2025 by Owner

About Blaze's Integration What kind of authentication does Blaze use? Blaze uses session authentication. Do I need a paid Blaze account to use Blaze with Zapier? You need a paid Blaze plan to use Blaze with Zapier. Do I need special account permissions in Blaze to use Blaze with Zapier? There aren't any specific Blaze account permissions to connect

1 min

Add a summary formula to a field in Zapier Tables

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced   Summary formulas add a summarization formula to any number field in a Zapier table . You can select from sums, averages, counts, and others. Add a summary formula To add a summary to a field: From the Tables home , click the name of your table. Scroll down to the bottom of the table to display the formula row.

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My dropdown menu is not displaying all values

Published August 20th, 2025 by Owner

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 abou

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Import data into Zapier Tables

Published August 20th, 2025 by Owner

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. Limitations For CSV files: 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 Tables plan. The importing process will ig

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Hide fields in Zapier Tables

Published August 20th, 2025 by Owner

You can hide any field on your table. This does not affect the field's content.   Hide fields On the sidebar, click the Hide Fields icon to open the sidebar.  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

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Google Docs error: Nothing could be found for the search

Published August 20th, 2025 by Owner

When using the Google Doc Find Document action in your Zaps, it returns the error message "Nothing could be found for the search". This error may occur when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens: The mapped field from the previous step in the Document Name field is blank.  Google Docs require values

1 min

Big improvements to offboarding users in Team and Enterprise accounts!

Published August 20th, 2025 by Owner

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 Zaps, shared folders, and app connections for you. You can still transfe

1 min

How to get started with Google Ads on Zapier

Published August 20th, 2025 by Owner

Google Ads and Zapier work together to automate your advertising workflows. You can trigger actions whenever a new lead is created from a lead form extension or a new campaign is launched. You can also perform actions like adding or removing a contact from a customer list, sending offline conversion data, or setting a campaign status. Available on p

2 min

Connect your app accounts to Zapier

Published August 20th, 2025 by Owner

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. Prerequisi

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Google Sheets: data sent by Zap appears as #ERROR in sheet

Published August 20th, 2025 by Owner

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 res

1 min

Manage your account and Zaps with Zapier Manager

Published August 20th, 2025 by Owner

Zapier Manager is the housekeeping tool for your Zapier account. It allows you to set up Zaps for receiving notifications for Zap errors or when you reach your task usage limits; turning off your Zaps; inviting new members to your team and more. Using this tool doesn't count towards your task usage. Zapier Manager can be used as a trigger, an action

1 min

Troubleshoot Zapier Agents

Published August 20th, 2025 by Owner

If your agent is not returning the response you expected, you can troubleshoot it to make improvements. Beta This product is in open beta. It’s available for use but still in active development and may change. Ask your agent for help Your agent is capable of reviewing its own settings, so before going through the options below, ask your agent to che

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Get started with your free Pro Zaps trial

Published August 20th, 2025 by Owner

When you create a new Zapier account, you have 14 days to try all of Zaps paid features, including: Premium apps, such as PayPal and Facebook Lead Ads. Multi-step Zaps (workflows with more than one action step). Filtering and logic with Filter and Paths. Use of 1,000 tasks. Unlimited Zaps. 2 minute polling trigger intervals. Webhooks. Formatter. Ver

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What are legacy and deprecated apps?

Published August 20th, 2025 by Owner

When an app is updated, Zapier will attempt to automatically update your Zaps to the latest version. When Zapier isn’t able to update your Zaps, 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 t

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How to get started with Microsoft Dynamics365 Business Central on Zapier

Published August 20th, 2025 by Owner

Connect to Microsoft Dynamics365 Business Central on Zapier Microsoft Dynamics365 Business Central uses OAuth to authenticate your account on Zapier. Log into Microsoft Dynamics365 Business Central to authenticate. Grant Zapier permission to access your account if prompted to. About Microsoft Dynamics365 Business Central's app Are self-hosted or clo

1 min

Action required for LinkedIn Ads users

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier is improving the LinkedIn Ads apps for LinkedIn’s lead sync API migration. This will support leads from sources such as company and product pages. As a result of this work, you will need to reconnect your

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App connections on Zapier

Published August 20th, 2025 by Owner

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

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Use Zap templates to connect your chatbot to other apps

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced Beta This product is in open beta. It’s available for use but still in active development and may change. 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

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Create teams in your Enterprise account

Published August 20th, 2025 by Owner

Teams are a subset of users who can collaborate on Zaps 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

1 min

How to get started with Google Vertex AI on Zapier

Published August 20th, 2025 by Owner

Connect to Google Vertex AI on Zapier Google Vertex AI uses OAuth to authenticate your account on Zapier. (Optional) You’ll be asked to provide your Google Cloud Project ID. Log into Google Vertex AI to authenticate. Grant Zapier permission to access your account if prompted to. Learn more about authenticating your Google Vertex AI account in Zapier

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Migrating apps to the latest Zapier Platform - what you need to know

Published August 20th, 2025 by Owner

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 fo

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How partner deals work in Zapier

Published August 20th, 2025 by Owner

Partner deals 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 De

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Change a field's data type on Zapier Tables

Published August 20th, 2025 by Owner

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.    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 t

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Tips for formatting Discord messages

Published August 20th, 2025 by Owner

You can format Discord messages in Zapier to add user mentions and notifications. Mentions and notifications User mentions: type an open angle bracket, the at symbol (@), the user’s user ID, and a closing angle bracket. <@1234567890> Role mentions: type an open angle bracket, the at symbol (@), the ampersand symbol (&), the Discord role ID

1 min

Search for existing data in Zaps

Published August 20th, 2025 by Owner

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 men

3 min

What is a Zapier add-on?

Published August 20th, 2025 by Owner

Add-ons are subscriptions for Zapier products that you can include at any time, independently of a paid Zapier plan. Zapier Chatbot, Zapier Interfaces, and Zapier Tables are examples of add-ons you can have on your account. You can select an add-on directly from your account's Billing and usage area and click Upgrade to select your subscription.   

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Common Problems with YouTube

Published August 20th, 2025 by Owner

My videos aren't being found by the New Video in Channel trigger Check your Channel field has your Youtube Channel ID mapped.  My Zap can't find a video even though I know it exists We can only trigger Zaps videos that are set to public. Videos that are private or unlisted can't trigger your Zaps. SoftTimeLimitExceeded Error The process of downloadi

1 min

How to get started with Facebook Lead Ads on Zapier

Published August 20th, 2025 by Owner

Facebook Lead Ads and Zapier automate your lead collection and management. The integration is triggered by new leads from a form and can automatically add that lead data to your CRM, email list, or a spreadsheet. Available on plans: Free Pro Team Enterprise Prerequisites To use the Facebook Lead Ads app on Zapier, you must have the follow permission

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Microsoft SharePoint error: 404 FILE NOT FOUND

Published August 20th, 2025 by Owner

When using the Microsoft SharePoint Upload a File action in your Zaps, you see the error message "Error code 404: 404 FILE NOT FOUND". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: The file you're trying to upload exceeds the maximum size is 10MB. The provided file URL is n

1 min

Build Zaps faster using Copilot's newest features!

Published August 20th, 2025 by Owner

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, i

1 min

Add a checklist to a page

Published August 20th, 2025 by Owner

The Checklist component in Zapier Interfaces 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.   Pre-requisites Your table must have at least one of each field type: Text Checkbox (Optional) Dropdown (Optional) Date   Add a Checklist component To add a checklis

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App update: ConnectFlux, Zuddl, Salesforce, ZyraTalk, Convi, and many more

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. 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 es

5 min

How to select your Zapier plan

Published August 20th, 2025 by Owner

Zapier offers different plans to suit your business needs. When choosing a Zapier plan, there are a number of plan features you should consider, such as:  Number of tasks. If it includes Premium apps. Number of users you can invite. Note Features in each plan level are subject to change. You can find the latest information on the pricing page. Task

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App versions in Zapier

Published August 20th, 2025 by Owner

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 Zaps Zapier automatically updates your Zaps to the latest version when necessary. However, after releasing a new version, it may take time for Zapier to update your Zaps. Som

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Common Problems with Gmail on Zapier

Published August 20th, 2025 by Owner

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

5 min

How to get started with Looker on Zapier

Published August 20th, 2025 by Owner

Connect to Looker on Zapier Looker uses API keys to authenticate your account on Zapier. Required authentication fields Looker URL. For example: https://company.looker.com. Include any port numbers if necessary, for example: https://company.looker.com:19999. Client ID Client Secret Additional authentication instructions You will need to create an AP

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Create new Zapier actions with App Extensions (Beta)

Published August 20th, 2025 by Owner

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 havi

1 min

Review run statuses in Zaps

Published August 20th, 2025 by Owner

Zap and step run statuses indicate whether your Zap or specific steps ran successfully or not. A Zap run status may differ from the statuses of its individual steps. There are six possible Zap statuses: Filtered. Held. Playing. Stopped. Success. Waiting. You can view them in your Zap history or in the Zap runs sidebar in the Zap editor. This article

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Trigger and continue Zaps from records

Published August 20th, 2025 by Owner

You can trigger or continue Zaps from your tables or from specific fields within it. You can also trigger Zaps only when records match specific views.  Tip Zapier Tables steps in Zaps do not count toward your Zap task usage.  Create a Zap for a table Linking a Zap to a table allows you to add information from another app to the table automatically o

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Send webhooks in Zaps

Published August 20th, 2025 by Owner

Webhooks are automated messages sent between apps—a type of notification that includes detailed information about new items in apps. If you're on a paid plan, you can send webhooks in Zaps. You can also trigger Zaps from webhooks. Tip Learn more about webhooks in this Zapier blog post: What are webhooks?. 1. Add a webhook action In the Zap editor, c

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How to Get Started with ClickFunnels on Zapier

Published August 20th, 2025 by Owner

About the ClickFunnels Integration Custom field support: Yes Partner’s documentation: https://support.clickfunnels.com/support/solutions/articles/150000152992-create-your-first-zap-in-zapier Connect to ClickFunnels To get started with ClickFunnels on Zapier, first you will need to click to connect your ClickFunnels account to use with your Zap You’l

1 min

Zap field will not accept your data

Published August 20th, 2025 by Owner

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 fie

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Get usage insights for your Zaps

Published August 20th, 2025 by Owner

The Usage insights tab displays how you're using tasks throughout the current billing cycle. This allows you to clearly know when you may be running out of tasks and ensure that you keep your critical workflows running at all times. Who has access to the usage insights tab? Currently, the Usage insights tab is available on the following plans: Free

1 min

Facebook Lead Ads: Zap not triggering

Published August 20th, 2025 by Owner

Symptoms Your Zap uses the Facebook Lead Ads New Lead trigger but it does not trigger even though you receive new leads in your Facebook account. Your Zap is turned on but there are no corresponding Zap runs in your Zap history. Causes This happens when: Your account has insufficient account permissions to use Facebook Lead Ads in Zapier. You have s

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Create a directive and greeting for your chatbot

Published August 20th, 2025 by Owner

Beta This product is in open beta. It’s available for use but still in active development and may change. 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 fie

2 min

Zap is stuck in a loop

Published August 20th, 2025 by Owner

Zaps 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

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Enhanced Zap analytics and reporting!

Published August 20th, 2025 by Owner

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 f

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Airtable error: API billing plan limit exceeded

Published August 20th, 2025 by Owner

When using the Airtable in your Zaps, you see the error message "API billing plan limit exceeded. You've reached the maximum number of requests allowed for this month. Upgrade for higher limits or wait until usage resets.". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when you’r

1 min

App monthly round up January 2025

Published August 20th, 2025 by Owner

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 fo

2 min

Manage data in Lead Router

Published August 20th, 2025 by Owner

You can make changes or delete your routers in Zapier Lead Router . This article explains how to: Delete queues and routers. Edit or delete sales reps and fields. Review routing history. Beta This product is in closed beta release. It's in active development and may change. Delete a queue To delete a queue: From the Lead Router home, click Queues. C

1 min

Google Sheets error: Required field "Row" (row) is missing

Published August 20th, 2025 by Owner

When using Google Sheets Update Spreadsheet Row in your Zaps, you see the error message "Required field "Row" (row) is missing". You may see this error in the details of a Zap run in your Zap history. Causes This error happens when the mapped field for the Row ID field has no value. This occurs when the previous Lookup Spreadsheet Row step cannot lo

1 min

Add a button to a page

Published August 20th, 2025 by Owner

The Button component in Zapier Interfaces 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. Add a button To add a button to a page: From any interface page, click the plus sign at the bottom

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Manage notifications when errors occur in Zaps

Published August 20th, 2025 by Owner

When errors occur in your Zaps, Zapier will send notifications to your Zapier account email address by default. You can change how frequently you receive notifications for all of your Zaps, as well as set custom frequencies for particular apps. Tip You can manage your Zapier Manage alerts and other email subscriptions from the Email subscriptions pa

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Cannot access or use Zapier with other apps

Published August 20th, 2025 by Owner

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

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Why do I need to upgrade to publish my Zap?

Published August 20th, 2025 by Owner

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 Zaps 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 pub

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Manage your Zapier account email notification preferences

Published August 20th, 2025 by Owner

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

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How to remove Zapier access to a Facebook Lead Ads account

Published August 20th, 2025 by Owner

To remove Zapier access to your Facebook Lead Ads account: Turn off all Zaps connected to your Facebook Lead Ads account. Disconnect your Facebook Lead Ads account. Remove Zapier from Leads Access in Facebook Business Manager. You must be a page owner to do this. Remove it from the list of business integrations on your account. It can take up to 12

1 min

Zapier's vendor information

Published August 20th, 2025 by Owner

If you need vendor information to use Zapier, you can reference these fields to fill out vendor forms. Company Name: Zapier Inc. Website: https://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:

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Document your Zapier workflows with step notes

Published August 20th, 2025 by Owner

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 Zaps, or their purpose? Our new Notes feature helps you save time and collaborate efficiently with your teammates by providing context for your Zap step

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Google Sheets: values sent to the incorrect columns

Published August 20th, 2025 by Owner

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 cont

1 min

Check out the Zap editor's new look!

Published August 20th, 2025 by Owner

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 ou

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Run more private apps steps with an increased throttle limit

Published August 20th, 2025 by Owner

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 th

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Trigger Zaps from new emails

Published August 20th, 2025 by Owner

With Email by Zapier and IMAP by Zapier, you can trigger Zaps when you receive new emails. You can also use Email by Zapier or SMTP by Zapier to send emails in Zaps. Tip You can also connect email apps like Gmail and Outlook to receive emails in Zaps. View a full list of the email apps you can connect to Zapier.   Email by Zapier vs IMAP by Zapier W

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Introducing the Zapier Trust Center for all your security needs

Published August 20th, 2025 by Owner

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  Zapier Trust Center ! There, you can quickly access our security practices and documents to he

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Build Zaps faster using AI-powered Copilot (Beta)

Published August 20th, 2025 by Owner

Introducing Copilot, an AI-powered tool you can chat with to help you build Zaps. 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? Le

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Send messages in Zaps using WhatsApp

Published August 20th, 2025 by Owner

You can use WhatsApp Notifications in your Zaps to send yourself WhatsApp messages to your WhatsApp account.  Messages are limited to prefilled templates for: New Lead New Message  Payment Confirmation New Order Shipping Confirmation Calendar Reminder Zap Error To send yourself a text message: 1. Select your app and action event In the Zap outline,

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Send emails in Zaps

Published August 20th, 2025 by Owner

With Email by Zapier and SMTP by Zapier, you can send emails in Zaps when something happens in another app. If you want an action to take place in another app when you receive new emails, you can trigger your Zap from new emails. Tip You can also connect email apps like Gmail and Outlook to send emails in Zaps. View a full list of the email apps you

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How to Get Started with Jotform Enterprise on Zapier

Published August 20th, 2025 by Owner

About Jotform Enterprise's Integration Do I need a paid Jotform Enterprise account to use Jotform Enterprise with Zapier? You need a Jotform Enterprise plan to use Jotform Enterprise with Zapier. Do I need special account permissions in Jotform Enterprise to use Jotform Enterprise with Zapier? No. There aren't any specific Jotform Enterprise account

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Common Problems with Amazon S3

Published August 20th, 2025 by Owner

I want to add files to a folder In Amazon S3, folders are designated by the key name. For example, if you upload a file with the key images/sample1.jpg then it will show in the Amazon S3 console as a file sample1.jpg inside a folder images. Some of my Buckets are not Showing up as an Option in my Action Zapier intentionally filters out buckets with

1 min

Review chatbot feedback

Published August 20th, 2025 by Owner

Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. 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 If

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The Zap editor just got an upgrade!

Published August 20th, 2025 by Owner

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 Zaps easier and faster. Learn more about all of the functionality in the Zap editor.

1 min

How to Get Started with Zendesk

Published August 20th, 2025 by Owner

About Zendesk’s Integration Admin/owner permissions - You need to connect using a Zendesk user who is an administrator and have API access enabled. Paid/versioned account - A Zendesk Team or higher plan can be used with the Zendesk integration. Connecting with Zendesk To get started with Zendesk, first click to connect a Zendesk account in your Zap.

1 min

Common Problems With Dropbox on Zapier

Published August 20th, 2025 by Owner

Files Uploaded to a Subdirectory Aren't Detected Unfortunately, this is a current limitation of our integration with Dropbox. Zapier only detects files that are dropped directly in the specified folder when setting up the Zap. So if a new upload creates a folder and puts a file in it, the Zap won't be triggered. Folder contains more entries than fil

1 min

Common Problems with Shopify

Published August 20th, 2025 by Owner

How do I use line items with Shopify? To use line items in Zapier, you'll usually want to ensure that both the trigger and the action you're using have line item support on Zapier: In Zapier's Shopify integration, the “New Order,” “New Paid Order,” “New Cancelled Order,” “New Abandoned Cart,” and “New Updated Order” triggers offer line item support,

1 min

How to get started with Shopify on Zapier

Published August 20th, 2025 by Owner

Connect to Shopify on Zapier Shopify uses OAuth to authenticate your account on Zapier. In the Account field, enter your Shopify username. For example, if your store's URL is https://admin.shopify.com/store/parcelpanel/, then parcelpanel your username. Log into Shopify to authenticate. Grant Zapier permission to access your account if prompted to. A

1 min

Facebook Lead Ads error: Error while retrieving: Cannot read properties of undefined (reading 'map')

Published August 20th, 2025 by Owner

You see the error message “Error while retrieving: Cannot read properties of undefined (reading 'map')” when trying to use the New Lead trigger for Facebook Lead Ads. This typically occurs in the Zap editor, but may appear in your Zap history too. Causes You’ll see this error if the Form dropdown menu is currently set to “Default (Any Form)” and you

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How to Get Started with IsOn24 on Zapier

Published August 20th, 2025 by Owner

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 IsOn2

1 min

Meta work account migration: What Facebook-related app users need to know

Published August 20th, 2025 by Owner

If you’ve recently updated your Meta account to a Meta work account, you’ll need to reconnect any previously connected Meta accounts in your Zapier account. Any existing Zaps using your previously connected Meta accounts will stop working if you don’t update them. The following apps are affected: Facebook Lead Ads Facebook Lead Ads (for Business Adm

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Add conditions to Zaps with filters

Published August 20th, 2025 by Owner

Available on plans: Free Pro Team Enterprise Filters allow Zaps to only perform actions on the items you want. With filters, you set a specific condition and the Zap will only continue if the data from your app meets that condition. Example You can set up a filter to only add customers to a list in your marketing app if they purchase a specific prod

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Data safety with Zapier Agents

Published August 20th, 2025 by Owner

Beta This product is in open beta. It’s available for use but still in active development and may change. 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

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Changes impacting Jira Server users

Published August 20th, 2025 by Owner

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 yo

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Zapier Tables quick start guide

Published August 20th, 2025 by Owner

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 Interfaces, build a complete system to automate information collection and en

1 min

Manage your custom actions

Published August 20th, 2025 by Owner

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 Cus

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Manage tools for your Zapier MCP server

Published August 20th, 2025 by Owner

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. Beta This product is in open beta. It’s available for use but still in active development and may change. Edit a tool To edit an existing tool: From the Zapier MCP home, select your MCP server. The Config

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Why is my Zap action adding the same data each time it occurs?

Published August 20th, 2025 by Owner

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.  To fix this, send data between steps by mapping fields. Still need help?  If this article did not fix the issue, Zapier has a few other options to get you t

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Google Sheets error: Zap not triggering

Published August 20th, 2025 by Owner

When using Google Sheet triggers in your Zap, the Zap does not run even though the spreadsheet was updated. Your Zap is turned on, but there is no corresponding Zap run in your Zap history. Causes This may happen when you make any of the following structural changes to your spreadsheet: Delete existing rows or columns Delete existing rows or columns

2 min

Use conditional logic to show fields in forms

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced   Using the Logic tab in a form field, you can display fields based on the user's answers for previous fields.  Example You'd like to ask more questions if the person selects the "Owner" option from the Role field in your form. To create conditional logic for a field, you must first create all necessary conditio

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Choosing the right ChatGPT (OpenAI) action to send messages

Published August 20th, 2025 by Owner

This article will guide you through the differences between available ChatGPT (OpenAI) actions you can use in your Zap to send and receive messages. It will help you decide which action is best for your needs when sending messages. There are three actions available: Conversation (Responses API). Conversation with Assistant. Send Prompt  ChatGPT (Ope

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Create chatbots with Google Vertex AI on Zapier

Published August 20th, 2025 by Owner

With Google Vertex AI, you can use artificial intelligence to create chatbots. Send a chat to Google Vertex AI and generate a completion, with the option to store the message as you go.   To set up a Conversation action:   1. Choose the app and event In the Zap editor, click the action step, or click the plus + icon to add an action to your Zap. Sea

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Google Sheets: results in rows with mixed values or overwriting each other

Published August 20th, 2025 by Owner

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

1 min

Duplicate an existing table

Published August 20th, 2025 by Owner

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.    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 Duplica

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Supported apps for API Request actions

Published August 20th, 2025 by Owner

Beta API Request actions is a beta feature. It is available for use, but is still in active development and may change. Advanced feature To use this feature, you’ll need familiarity with sending HTTP requests, APIs, and reading API documentation. If the app’s API changes, you may need to update your API Request actions. Our Support team can provide

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Common Problems with WordPress

Published August 20th, 2025 by Owner

Error: Expat or Parsing This type of error can have different causes: If you just installed a plugin, it might be preventing Zapier from authenticating. Disable the plugin and try again. The type of permalink used on the WordPress installation is causing trouble. To change the permalink type: In your WordPress site, go to Settings, then click Permal

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Get started with your free Zapier Chatbots add-on trial

Published August 20th, 2025 by Owner

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 trials, 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. C

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Zap is not receiving webhooks

Published August 20th, 2025 by Owner

When using Webhook triggers in your Zap, you may encounter one of the following issues: The trigger may not retrieve test records, preventing you from testing sample data. The Zap may be turned on, but it does not trigger when it should. Causes This can happen for several reasons: The app sending the webhook may have incorrect settings or may not be

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Common Problems with Kajabi on Zapier

Published August 20th, 2025 by Owner

I'm receiving this error: "uemail: uis already taken" Sometimes, when we attempt to add an offer to an email address that's already received an offer previously, Kajabi returns this error. The reason behind that is Kajabi sets up an external_user_id by default which is different from the email address. When attempting to add another offer to the sam

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Common Problems with Pipedrive on Zapier

Published August 20th, 2025 by Owner

Note On August 9, 2023, the “Is Admin” field will depreciate due to Pipedrive’s API changes. This may affect your Zaps if you use this field to identify a user’s access permission. Zapier has updated the Pipedrive app to return two new fields: Access Admin Access App Check your Zaps to ensure you're not affected by this change. You can find all your

1 min

Common Problems with DocuSign on Zapier

Published August 20th, 2025 by Owner

Zap with Envelope sent or completed trigger not triggering/can't pull samples You must have a paid Docusign plan to use this trigger Any other potential restrictions with the DocuSign integration? The Envelope sent or completed trigger only checks for new envelopes every 15 minutes.

1 min

How to get started with Sage Intacct on Zapier

Published August 20th, 2025 by Owner

Connect to Sage Intacct on Zapier Sage Intacct uses session authentication to authenticate your account on Zapier. Required authentication fields Sender ID Sender password Company ID User ID User Password Additional authentication instructions A Web Services user will be separate from your User ID and User Password (the ID and Password you use to lo

1 min

Pick from a list of items in Zaps

Published August 20th, 2025 by Owner

Available on plans: Free Pro 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 th

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What's the difference between "and" and "or" logic in filters and paths?

Published August 20th, 2025 by Owner

Available on plans: Free Pro Team Enterprise When you need to set up multiple rules for your Filter or Paths step, you can use one of two types of logic: And: your data must satisfy all of your rules. Or: your data must satisfy at least one of your rules. Example If you have an email with the subject "Urgent help needed by Monday" and the following

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Special step run statuses in Human in the Loop actions

Published August 20th, 2025 by Owner

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. Paus

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How to get started with Deepgram on Zapier

Published August 20th, 2025 by Owner

Connect to Deepgram on Zapier Deepgram uses API keys to authenticate your account on Zapier. Required authentication fields API Key Additional authentication instructions Log into your Deepgram account at deepgram.com. Click API Keys in the left side navigation bar. Click Create a New API Key. Enter a name for your API key and set permissions for th

1 min

Advanced fields for Google Vertex AI actions on Zapier

Published August 20th, 2025 by Owner

When using Google Vertex AI actions in your Zaps, you can adjust the parameters of the large language model (LLM) to improve its results.   You can adjust these parameters: Temperature Max Output Token topP topK   Temperature Temperature allows you to increase the model’s randomness level. A lower number means it will be more deterministic, selectin

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Set up your Zap trigger

Published August 20th, 2025 by Owner

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. 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.

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How to get started with Telegram on Zapier

Published August 20th, 2025 by Owner

Connect to Telegram on Zapier Telegram uses API keys to authenticate your account on Zapier. Required authentication fields Bot Token Additional authentication instructions Once you create your Telegram bot: Go to Telegram. In the BotFather channel, enter the command /token to retrieve your Bot Token. About Telegram's app Are self-hosted or cloud-ho

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Common Problems with monday.com on Zapier

Published August 20th, 2025 by Owner

I can't connect my monday.com Account to Zapier Currently, only monday.com Standard plan or higher plans have access their API which is needed by Zapier. My sharable board isn't available in the board dropdown To get access to Sharable boards, you need to connect using your Personal API token, and not your Company API token. I'm getting an error whe

1 min

Why am I not seeing my discount on the checkout page?

Published August 20th, 2025 by Owner

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.  Discounts and credits are applied at the end of the purchase process.  While you're selecting a Zapier plan and any add-ons, you'll see the full price and a message indicating that discounts

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Enter data in Zap fields

Published August 20th, 2025 by Owner

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 value

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Modify number formats in Zaps

Published August 20th, 2025 by Owner

Available on plans: Free Pro Team Enterprise Use Formatter to change number formats. You can modify numbers in three ways: Currency: Convert numbers to currency formats. Number: Localize numbers into different regional number format conventions. Phone number: Standardize phone numbers into a specific format. This is helpful when you need a different

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Invite team members to collaborate on Zapier Interfaces

Published August 20th, 2025 by Owner

In Zapier Interfaces, you can allow up to 10 other members of your Zapier account to edit an interface. This feature allows you to collaborate with your team to build and maintain an interface. 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

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How to get started with Engage AI by FILT Pod

Published August 20th, 2025 by Owner

Connect to Engage AI by FILT Pod on Zapier Engage AI by FILT Pod uses basic authentication to authenticate your account on Zapier. Enter your Engage AI by FILT Pod username and password to authenticate. Learn more about authenticating your Engage AI by FILT Pod account in Zapier. About Engage AI by FILT Pod's app Are self-hosted or cloud-hosted acco

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How to get started with Google Sheets on Zapier

Published August 20th, 2025 by Owner

Google Sheets and Zapier can automate your spreadsheets by creating workflows. You can use triggers like new or updated rows to automatically create, update, or find data in a sheet. Prerequisites To use the Google Sheets app on Zapier, you must have: No paid Google Sheets plan required. Permissions required: For trigger and search actions: viewer,

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Perform math operations in Zaps

Published August 20th, 2025 by Owner

With Formatter's Perform Math Operation transform, you can add math operations that use fields from triggers and actions in Zaps and send the results to other steps. This can be useful if, for example, you receive a value in cents, but need it in dollar amounts.   1. Add a Formatter step to your Zap In the Zap outline, click the Action step or the p

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Trigger Zaps when Human in the Loop steps run

Published August 20th, 2025 by Owner

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 Pre-requisites A paid Zapier accoun

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Latest update on migrating from Airtable API Keys to OAuth

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. On September 25, 2023, Zapier began to migrate users of Airtable who connected their accounts using API Keys into OAuth. This transition is necessary because Airtable will deprecate API Keys on February 1, 2024.

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Use line items in Zaps

Published August 20th, 2025 by Owner

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 m

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Introduction to apps on Zapier

Published August 20th, 2025 by Owner

Apps are web services or applications, such as Google Docs, Slack, Salesforce, or one of your company’s internal tools. Zapier offers over almost 8,000 apps, so you can set up workflows that connect your apps to automate repetitive tasks. You can connect apps together in Zaps, Tables, Interfaces, and Canvas. Types of apps There are three kinds of ap

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How to find an app’s ID to use in a Zap field

Published August 20th, 2025 by Owner

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 Zaps run smoothly. 1. Review the field’s help text To understand what an app field expects, examine

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How to get started with Jira Software Server on Zapier

Published August 20th, 2025 by Owner

Connect to Jira Software Server on Zapier Jira Software Server uses basic authentication to authenticate your account on Zapier. Enter your Jira Software Server username and password to authenticate.  Note Single sign-on (SSO) is not supported. If you log in to Jira using a Google account and two-factor authentication (2FA), you can log in using you

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Clean up your canvas

Published August 20th, 2025 by Owner

Beta This product is in open beta. It’s available for use but still in active development and may change. 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 t

1 min

Import and track conversions using LinkedIn Conversions on Zapier

Published August 20th, 2025 by Owner

Tip Beginning April 2, 2024, when you use the LinkedIn Conversions app in a Zap, action steps will not count toward your task usage. Learn more using LinkedIn Conversions for free on Zapier. The LinkedIn Conversions API (CAPI)   is a conversion tracking tool that allows direct connection between marketing data from an advertiser’s server and LinkedI

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Manage permissions and sharing in Zapier Tables

Published August 20th, 2025 by Owner

Zapier Tables allow you to give viewing and 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 top navigation of the table, click Share. A dialog box will appear. Click Create a shareable link.  Clic

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Get started with Zapier's Enterprise plan

Published August 20th, 2025 by Owner

Zapier's Enterprise plan was created to empower 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 will introduce feat

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Learn key concepts in Zaps

Published August 20th, 2025 by Owner

Zaps 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 Zaps. Then, use the Zaps quick start guide to learn how to build you

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New in Zapier Tables: Trigger a Zap from a view

Published August 20th, 2025 by Owner

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 Zaps 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 s

1 min

Add a custom domain to Zapier Interfaces

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced You can point your domain or subdomain to Zapier Interfaces.   Set up a custom domain To set up a custom domain, you must enter your domain in your interface and point your domain to Zapier. Enter your domain in your interface In the left sidebar of your interface, click the Custom domain icon to expand the side

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What is a premium app?

Published August 20th, 2025 by Owner

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 ap

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Use AI by Zapier to analyze and return data

Published August 20th, 2025 by Owner

AI by Zapier is a built-in tool that lets you create your own action in a Zap, powered by popular AI  models. You can connect your own account from one of the available providers or use a built-in connection. AI by Zapier's Analyze and Return Data action event lets you extract data, analyze information, generate content by either: Using the prompt a

3 min

Create tables and store data with Zapier Tables

Published August 20th, 2025 by Owner

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 Zaps.  Create a new table You can create a new table from the Tables home: Click Creat

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Groups steps in Canvas

Published August 20th, 2025 by Owner

Beta This product is in open beta. It’s available for use but still in active development and may change. 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 t

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Adjust flood protection limits in Zaps

Published August 20th, 2025 by Owner

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 t

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How to get started with Close on Zapier

Published August 20th, 2025 by Owner

Close and Zapier connect to automate your sales work. You can trigger actions when new leads are created and create leads, contacts, or tasks. Prerequisites To use the Close app on Zapier, you must have: An active Close account. Appropriate user permissions in Close to access the data you want to sync. Connect Close to Zapier To create an app connec

4 min

Send new records to Zaps manually or automatically

Published August 20th, 2025 by Owner

Zapier Tables records can trigger or continue Zaps. When you connect Zaps to a table, you can decide if you want to send records to Zaps manually or automatically. Tip Any Table steps that run in a Zap do not count toward your Zap task usage.    Decide how records should be sent to Zaps How you add or update records to your table will determine how

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Schedule Zaps to run at specific intervals

Published August 20th, 2025 by Owner

Schedule by Zapier is a built-in tool that lets you set up a Zap to run on a specific interval. Typically, Zaps only run when a trigger event occurs in an app. With schedule triggers, you can choose to run your Zap every month, week, day, or hour. You can even set up custom intervals for things like quarterly or annual tasks. Using this tool does no

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Collaborate with members of your Team or Enterprise account

Published August 20th, 2025 by Owner

Available on plans: Free Pro 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 Zaps Share app connections Share folders Control which apps are used Share Zaps Build and edit Zaps tog

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How to get started with Zoho Calendar on Zapier

Published August 20th, 2025 by Owner

Connect to Zoho Calendar on Zapier Zoho Calendar uses OAuth to authenticate your account on Zapier. Log into Zoho Calendar to authenticate. Grant Zapier permission to access your account if prompted to. About Zoho Calendar's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid Zoho Calendar plan required? No

1 min

Salesforce error: Nothing could be found for the search

Published August 20th, 2025 by Owner

When using a Salesforce search action in your Zaps, you get the error message “Nothing could be found for the search.” You’ll see this error in the details of a Zap run in your Zap’s history.  Causes This happens when: The object you are searching for does not exist in Salesforce or another Zap that should've created it has not created it yet. The s

1 min

How to troubleshoot held Zap or step runs

Published August 20th, 2025 by Owner

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. D

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How to Get Started with MySQL on Zapier

Published August 20th, 2025 by Owner

Connect to MySQL on Zapier MySQL uses custom authentication to authenticate your account on Zapier. To connect to MySQL, you’ll need to provide a static IP address listed below.     Required authentication fields Host: This is your database instance's IP address or hostname (db.example.com). It must be accessible from outside your network. Note: loc

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Verify ownership of your domain in Zapier

Published August 20th, 2025 by Owner

Verifying your domain is a way to prove to Zapier that you own your domain name. After you verify ownership of a domain for your Zapier account, no other account can use it to sign into Zapier. This allows you to enable additional security features such as: Single sign-on with SAML. Domain capture. Domain insights. Available on plans: Free Professio

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Facebook Lead Ads: Facebook page not appearing in Zap editor

Published August 20th, 2025 by Owner

Symptoms When setting up your Zap with Facebook Lead Ads, you do not see your Facebook Page in the Page dropdown menu.   Causes This happens when: you manage multiple Facebook Pages. you have insufficient account permissions associated with your Facebook page and ad account in Facebook Lead Ads.   How to fix it To fix this issue: If your Facebook Pa

1 min

Google Drive error: Required field "file" (file is missing)

Published August 20th, 2025 by Owner

When using either the Google Drive Upload File or Move File action in your Zaps, you see the error message "Nothing could be found". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens: When the mapped field from the previous step is blank and is required to upload or move a file in Go

1 min

How to get started with Slack on Zapier

Published August 20th, 2025 by Owner

Connect to Slack on Zapier Slack uses Oauth to authenticate your account on Zapier. Enter your Slack username and password to authenticate.  Grant Zapier permission to access your account if prompted to. About Slack's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts   Is a paid Slack plan required? No View Slack's plans.

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Review Zapier’s security practices in the Zapier Trust Center

Published August 20th, 2025 by Owner

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

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How to get started with Jira Software Cloud on Zapier

Published August 20th, 2025 by Owner

Jira Software Cloud and Zapier connect to automate issue tracking. You can trigger workflows when new issues are created or updated and create or update issues automatically. Prerequisites To use the Jira Software Cloud app on Zapier, you must have: An active Jira Software Cloud account. User permissions to access the projects you want to use. Conne

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Collect leads from LinkedIn Events with Zapier

Published August 20th, 2025 by Owner

With LinkedIn Event Registration Forms, you can collect registrant info like name, email, job title, company, and country. LinkedIn Events are free to create and host. To use this app with Zapier: The connected user must be either a super admin or content admin of a company page. Read more about LinkedIn Company Page permissions. Your event must be

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Disconnect your Google account from Zapier

Published August 20th, 2025 by Owner

If you log in to Zapier using Google Single Sign-On (SSO), you can disconnect your Google account at any time. Go to your advanced settings. Click Sign in with. 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

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Work with Microsoft Excel in Zaps

Published August 20th, 2025 by Owner

In order to Microsoft Excel, you must follow several rules to use your workbook in your Zaps.  Workbook formatting Any workbook you use in your Zap must: Include headers in the first row. Clearly label each column with a descriptive name in the first row. This will tell Zapier where to send or receive data from. The second row must have content for

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Use domain insights to manage who can access your Enterprise account

Published August 20th, 2025 by Owner

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 export

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Introducing undo in Zaps!

Published August 20th, 2025 by Owner

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!  

1 min

How to Get Started With Amazon SQS

Published August 20th, 2025 by Owner

There are two things you'll need to do to make SQS work with Zapier: Add a new queue in SQS (if you already use SQS you probably already have one you want to use, if not, directions are below as well). Add a new Zapier user via IAM with only permission to use SQS and give those AWS Security Credentials to Zapier. Add a New SQS Queue Navigate to SQS

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Data privacy in Zapier for Enterprise accounts

Published August 20th, 2025 by Owner

With Zapier for Enterprises, you can create an account with multiple teams for you and your co-workers to share Zaps 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 private and shared folders Priva

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Authorize third-party apps to access your Zapier account

Published August 20th, 2025 by Owner

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 yo

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How do I access an account after a user leaves?

Published August 20th, 2025 by Owner

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

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A few more easy hacks for the Zap editor!

Published August 20th, 2025 by Owner

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 th

1 min

Add your own data to an agent

Published August 20th, 2025 by Owner

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. Beta This product is in open beta. It’s available for use but still in active development and may change. What is a data integration? A data integration is a document that is optimized for use with an agen

5 min

How to set up your Google Ads New Lead Form Entry trigger

Published August 20th, 2025 by Owner

Prerequisites Access to your Google Ads Account Create a lead form extension in Google Ads You can only set up one Zap to run per lead form. If you have multiple lead forms, you’ll need to create a Zap for each. How to add a new lead form entry into Google Ads Click the Trigger step. Search for and select Google Ads. Sign in to Google Ads or select

1 min

How to Get Started with PandaDoc on Zapier

Published August 20th, 2025 by Owner

When you start creating a PandaDoc Zap, you will be asked to connect your PandaDoc account. You’ll now be asked to log into your PandaDoc account (unless you are already logged in). Finally, you will be asked to give Zapier permission to access your account. Click "Authorize” to continue. If all steps were successful your PandaDoc account will now b

1 min

Dropdown menu in Zap field is empty or missing items

Published August 20th, 2025 by Owner

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

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How to get started with Microsoft Office 365 on Zapier

Published August 20th, 2025 by Owner

Connect to Microsoft Office 365 on Zapier Microsoft Office 365 uses OAuth to authenticate your account on Zapier. Log into Microsoft Office 365 to authenticate. Grant Zapier permission to access your account if prompted to. About Microsoft Office 365's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid Mic

1 min

How to Get Started with Dubsado on Zapier

Published August 20th, 2025 by Owner

To get started with Dubsado on Zapier, first you will need to click to connect your Dubsado account to use with your Zap. Next, you'll be asked to enter your Dubsado's API key. To locate your API Key in your Dubsado account, please follow these steps: Log into yourDubsado account. On the top right brand dropdown, click "Current Brand Settings" Choos

1 min

How to get started with ActiveCampaign on Zapier

Published August 20th, 2025 by Owner

ActiveCampaign and Zapier work together to automate your marketing and sales. You can use triggers like new contacts or updated deals to automatically add contacts to automations, manage tags, or create deals. Prerequisites To use the ActiveCampaign app on Zapier, you must have: A paid ActiveCampaign plan.  If user permissions are enabled in your Ac

3 min

Use the Facebook Lead Ads testing tool to create sample leads

Published August 20th, 2025 by Owner

If you’ve created a new form in Facebook Lead Ads but do not have any lead submissions yet to use in your Zap setup, you can create a sample lead using the Facebook Lead Ads testing tool. Create a sample lead Go to the Facebook Leads Ads testing tool.​​ Select your Page & Form. Click Preview Form. A dialog box will appear. Fill out your form. Cl

1 min

Sync or schedule a sync for a knowledge source for Chatbots

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced Beta This feature is in open beta release. It’s available for use but still in active development and may change. 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 y

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Create linked records in tables

Published August 20th, 2025 by Owner

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 Pro Advanced You can identify a Linked Record field by the icon. Information in that field will appear surrounded by a border. Example You have two se

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Limited-time offer: 2,000 free Facebook Conversions tasks per month for 6 months

Published August 20th, 2025 by Owner

Get 2,000 free Send Funnel Event tasks every month for six months when you use Facebook Conversions. Offer details How to redeem this offer : This offer is available when you use the Send Funnel Event action with the following apps: Facebook Conversions. Facebook Conversions (for Business admins). Free task usage : 2,000 free tasks/month applied onl

2 min

Introducing the new Support Portal

Published August 20th, 2025 by Owner

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 Suppor

1 min

Share a function with team members

Published August 20th, 2025 by Owner

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 Sha

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How to get started with Microsoft Outlook on Zapier

Published August 20th, 2025 by Owner

Microsoft Outlook and Zapier connect to automate your email and calendar tasks. You can trigger actions when new emails arrive or events are created and send emails or create calendar events. Prerequisites To use the Microsoft Outlook app on Zapier, you must have: A Microsoft 365 Business or Enterprise account. An Exchange Online mailbox. Administra

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Use the Analytics dashboard to easily monitor your account (Beta)

Published August 20th, 2025 by Owner

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 cle

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Can't connect to my database

Published August 20th, 2025 by Owner

Database connections may have strict requirements. Here are a few things you can re-check: What version of MySQL are you using? If you're using MySQL version 8, you must use the mysql_native_password for authentication plugin. SHA2 authentication isn't supported at this time. Is your database IP restricted? This is useful if you use a non-AWS host,

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Export or delete your Zapier account data

Published August 20th, 2025 by Owner

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

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Customize your action error notifications

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. More Zaps can sometimes mean more errors. Some Zaps 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

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Google Contacts error: requested entity was not found

Published August 20th, 2025 by Owner

When using the Google Contacts actions Add Contacts to Groups, Update Contact, or Update Contact Photo, in your Zaps, you see the error message "requested entity was not found". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when the contact's value or mapped field does not contai

1 min

Provision user accounts with SCIM

Published August 20th, 2025 by Owner

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

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Better visual and contextual troubleshooting with Zap runs in the editor!

Published August 20th, 2025 by Owner

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.  What's more - Zap runs in the editor have full feature parity with Zap runs i

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How to Get Started with SQL Server (MSSQL)

Published August 20th, 2025 by Owner

Connect to SQL Server on Zapier SQL Server (MSSQL) uses custom authentication to authenticate your account on Zapier. To connect to SQL Server, you’ll need to provide a static IP address listed below.     Required authentication fields Host: This is your database instance's IP address or hostname (db.example.com). It must be accessible from outside

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How to get started with Ontraport on Zapier

Published August 20th, 2025 by Owner

Connect to Ontraport on Zapier Ontraport uses API keys to authenticate your account on Zapier. Required authentication fields API Key App ID Additional authentication instructions Log into your Ontraport account. In the upper right, click the avatar icon. In the dropdown menu, click Administration. In the left sidebar, click Integrations. Click Ontr

1 min

Common Problems with Google Tasks

Published August 20th, 2025 by Owner

How Can I Trigger On All Google Tasks? Tasks will need to be added to a specific Google Tasks list in order to trigger your Zap. Tasks added from Google Docs or Google Chat will not trigger your Zap.

1 min

Common Problems with Squarespace on Zapier

Published August 20th, 2025 by Owner

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.   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 p

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Emails are parsed incorrectly in Zapier

Published August 20th, 2025 by Owner

Emails parsed with Zapier’s Email Parser may occasionally be parsed incorrectly. This problem can be identified by data from new parsed emails being labeled incorrectly in the Zap. 1. Report the parsed emails as “accurate” or “inaccurate” Log in to your Email Parser account. Click Mailboxes. Select a mailbox. Open an emails. At the bottom of the ema

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Get started with Formatter

Published August 20th, 2025 by Owner

Available on plans: Free Pro Team Enterprise Formatter is Zapier’s built-in utility tool for transforming text, numbers, and other data into the format you need. Use Formatter when you need data in a different format than the format it’s coming in from your trigger or another step. With Formatter, you can: Modify date and time formats. Modify number

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Embed external content into an interface

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced The Embed component lets you add content from another website within your interface, such as a playable video or a calendar.   Add an Embed component To add the Embed component to a page: From any interface page, hover over the plus sign + at the bottom of the page. Click Add component. A dialog box will appear.

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Mailchimp error: Required field "Subscriber Email" (email) is missing

Published August 20th, 2025 by Owner

When using the Mailchimp Add/Update Subscriber action in your Zaps, you see the error message "Required field "Subscriber Email" (email) is missing". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: The mapped field from the previous step did not return a value. The mapped fie

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How the Pro Automation Platform bundle works

Published August 20th, 2025 by Owner

Note This bundle is no longer available. Find out how to select the right plan for your business. The Zapier Pro Automation Platform bundle offered three of the most popular automation tools at a discounted price.   How did the bundle work? This bundle consisted of an annual Pro plan for each of the following Zapier products: Zaps Interfaces Tables

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Get more clarity on Zap run errors with AI-powered troubleshooting (Beta)

Published August 20th, 2025 by Owner

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 instructi

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Export or download table data

Published August 20th, 2025 by Owner

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.  Export 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. At the bottom of the

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Analyze your chatbot's performance

Published August 20th, 2025 by Owner

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. Beta This product is in open beta. It’s available for use but still in active development and may change. To view your chatbot metrics: From the Chatbots hom

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Review your agent's activity

Published August 20th, 2025 by Owner

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.  Beta This product is in open beta. It’s available for use but still in active development and may change. Activity overview You ca

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Common Problems with QuickBooks Online on Zapier

Published August 20th, 2025 by Owner

How do I use line items with QuickBooks Online? To use line items in Zapier, you'll usually want to ensure that both the trigger and the action you're using have line item support. You can identify this by looking for "(with line item support)" in the trigger or action description. Learn more about how line items work in Zapier. Customer name alread

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How to use test mode data with Stripe on Zapier

Published August 20th, 2025 by Owner

To use test data from your Stripe account when creating Zaps, enable Stripe’s test mode. This allows you to test Zaps steps without affecting real transactions or moving actual money. You can also use it to test when the Zap is on. This means you to test your Zaps with realistic data without impacting your live Stripe account. Supported triggers and

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Enhanced error handling for API Request actions

Published August 20th, 2025 by Owner

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, reg

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Change your Zap data to HTML, Markdown, ASCII, or plain text

Published August 20th, 2025 by Owner

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 HT

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Retry unsuccessful payments on demand

Published August 20th, 2025 by Owner

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 a

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Use private apps with Zapier

Published August 20th, 2025 by Owner

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

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Improve an agent's results

Published August 20th, 2025 by Owner

If your agent is not returning the information you expect, you can make changes to refine the results. This article offers some strategies for improving the results. Beta This product is in open beta. It’s available for use but still in active development and may change. Improve the instructions Agents work best when instructions are specific. Ensur

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Unified lead capture template guide

Published August 20th, 2025 by Owner

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, ensur

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Customize your interface's login page

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced   You can customize the login page your users see when they access the interface. You can add media, text, and other component types.   1. Set up managed users Only interfaces with managed users have a login page. When you set your interface to allow managed users, the login page will be automatically created fo

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We're making some big improvements to Zapier plans!

Published August 20th, 2025 by Owner

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 Zaps running. Now, you can ena

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What happens if you exceed your plan's knowledge source limit

Published August 20th, 2025 by Owner

Each Chatbots plan has a different size limit for knowledge sources, measured in bytes. Learn how to check your knowledge source usage. Beta This product is in open beta. It’s available for use but still in active development and may change. If you reach the limit for your plan: You will not be able to add new knowledge sources. Scheduled syncs that

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Storage examples in Zaps

Published August 20th, 2025 by Owner

You can use Storage by Zapier to preserve a small amount of data from one task for use later. This article includes examples of how to use Storage by Zapier for some common tasks. Note Storage keys can be no longer than 32 characters, and Storage values can be no larger than 25000 bytes. If you need to be able to store more than this, it's best to u

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Fix "Problem updating node" errors in Zaps

Published August 20th, 2025 by Owner

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

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QuickBooks Online error: Required fields are missing

Published August 20th, 2025 by Owner

When using the QuickBooks Online Create Invoice action in your Zaps, you see the error message "Required field "Name" (name) is missing. Required field "Recurrence Type" (recurType) is missing. Required field "Interval Type" (interval) is missing. Required field "Start Date" (startDate) is missing.".  You may see this error when setting up a Zap or

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Classify text with Google Vertex AI on Zapier

Published August 20th, 2025 by Owner

With Google Vertex AI, you can use artificial intelligence to classify text amongst a list of categories.   Example You can classify text such as: Spam detection Sentiment analysis Topic detection Content moderation   To set up a Classify Text action: 1. Choose the app and event In the Zap outline, click the Action step or the plus sign + to add a n

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Custom error handling is now in open beta

Published August 20th, 2025 by Owner

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 thei

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Include error messages in your error handlers

Published August 20th, 2025 by Owner

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

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Invite others to collaborate on your canvas

Published August 20th, 2025 by Owner

Beta This product is in open beta. It’s available for use but still in active development and may change. You can invite other members of your Zapier account to collaborate in your canvas processes. Invite team members If you're on a Team or Enterprise Zapier account, you can invite team members to collaborate on developing a process. You can invite

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Notion error: Nothing could be found for the search

Published August 20th, 2025 by Owner

Symptoms When using the Notion Find Database Item action in your Zaps, you may see the error message "Nothing could be found for the search". This error occurs when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: The mapped field from the previous step in the property field is blank.  The data item does

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Can I use my existing personal account with Zapier for Teams or Zapier for Enterprise plans?

Published August 20th, 2025 by Owner

Yes, you can create a Team or Enterprise account using your existing personal account. Once you join, you can easily move Zaps 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 member

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WhatsApp Notifications error: Cannot read properties of undefined (reading ‘map’)

Published August 20th, 2025 by Owner

When using WhatsApp Notifications Send Message action in your Zaps, you see the error message "Cannot read properties of undefined (reading ‘map’)". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: You’ve not selected a template. You used a custom value in the Template field.

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Zapier now supports Quebec tax ID for invoices

Published August 20th, 2025 by Owner

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.  Once it's

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How to get started with Gravity Forms on Zapier

Published August 20th, 2025 by Owner

Gravity Forms and Zapier connect to automate form workflows. You can trigger actions when forms are submitted and create new entries in your forms. Prerequisites To use the Gravity Forms app on Zapier, you must have: A Gravity Forms Pro or Elite license. The Gravity Forms Zapier add-on downloaded and installed on your WordPress site. An SSL certific

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Common Problems with Teachable on Zapier

Published August 20th, 2025 by Owner

Teachable actions returning 401 - "You can't do that" error There are two common reasons for this type of error: Teachable plan type Teachable triggers on Zapier are available on Teachable's Basic plan and up. Teachable actions are only available on Teachable's Professional plan and up. If the connected account is not on a Teachable Professional pla

1 min

Linked records: a smarter way to connect your data

Published August 20th, 2025 by Owner

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.  For exampl

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How to get started with Thinkific on Zapier

Published August 20th, 2025 by Owner

Connect to Thinkific on Zapier Thinkific uses OAuth to authenticate your account on Zapier. Required authentication fields Thinkific subdomain About Thinkific's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts   Is a paid Thinkific plan required? Yes You'll need to be on the Grow plan and higher. View Thinkific's plans.

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Common Problems with Zendesk Sell on Zapier

Published August 20th, 2025 by Owner

What plan levels of Zendesk Sell allow access via Zapier? Zendesk Sells's Zapier integration is only available on our Professional, Enterprise, and Elite plans. https://getbase.com/pricing/ Note: this Zapier integration can be used with a free trial. Any other useful Info? Some of My Records Are Missing This is not uncommon - usually, this is a user

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Why is there a section called “Extra Fields” on my Zap action?

Published August 20th, 2025 by Owner

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

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What should I do in Zapier if I change an app account password?

Published August 20th, 2025 by Owner

If you change your password in an app account that's connected to Zapier, you must reconnect it. If your app uses:    Basic authentication You authorized the app by logging in with your username/email and password. You must reconnect the app to Zapier.   OAuth authentication A dialog box appears from the service asking you to authorize Zapier to acc

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Use JavaScript code in Zaps

Published August 20th, 2025 by Owner

Code steps allow Zaps to run small snippets of Python or JavaScript. This tutorial is for JavaScript code steps, but you can also learn how to use Python code in your Zaps. Code steps can be used as both triggers and actions. Note JavaScript is an advanced programming language. If you're not familiar with JavaScript, you should ask a developer for h

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How to Get Started with Real Phone Validation on Zapier

Published August 20th, 2025 by Owner

About Real Phone Validation's Integration What kind of authentication does Real Phone Validation use? Real Phone Validation uses API Keys. Do I need a paid Real Phone Validation account to use Real Phone Validation with Zapier? Yes. There is a free trial for 100 validations for qualifying businesses. You can request a quote for volume purchases and/

1 min

Convert line items into text strings

Published August 20th, 2025 by Owner

Available on plans: Free Pro Team Enterprise Not all apps support line items in Zaps. 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 dial

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Common Problems With Stripe

Published August 20th, 2025 by Owner

How do I use line items with Stripe? To use line items in Zapier, you'll usually want to ensure that both the trigger and the action you're using have line item support on Zapier: In Zapier's Stripe integration, the “New Invoice” trigger offers line item support. If you'd like your Zap to iterate over each individual item in an invoice, you'll want

1 min

Easily document your complete workflow with Zap notes

Published August 20th, 2025 by Owner

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

1 min

Why is the record I created in a previous step not being found when the Zap runs?

Published August 20th, 2025 by Owner

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

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How to get started with Adobe Acrobat Sign on Zapier

Published August 20th, 2025 by Owner

Connect to Adobe Acrobat Sign on Zapier Adobe Acrobat Sign uses OAuth to authenticate your account on Zapier. Required authentication fields Log into Adobe Acrobat Sign to authenticate. Grant Zapier permission to access your account if prompted to. About Adobe Acrobat Sign's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accoun

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How to get started with Facebook Lead Ads (for Business Admins) on Zapier

Published August 20th, 2025 by Owner

Facebook Lead Ads (for Business admins) and Zapier help automate your lead and ad management. The integration can be triggered by new leads or comments on an ad to automatically create reports or manage new leads in other apps. Available on plans: Free Pro Team Enterprise Prerequisites To use the Facebook Lead Ads (for Business admins) app on Zapier

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How to get started with Scale on Zapier

Published August 20th, 2025 by Owner

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 A

1 min

Use Zaps with Interfaces components

Published August 20th, 2025 by Owner

You can connect some Zapier Interfaces components to Zaps. 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. Tip Zapier tasks used by an interface do not count toward your account's task usage.   Create a Zap To create a Zap from a com

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Update your billing information

Published August 20th, 2025 by Owner

In your billing and usage settings, you can 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. In the Payment Information section, click Edit Payment Method. Enter and save the d

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How to Get Started with WooCommerce on Zapier

Published August 20th, 2025 by Owner

Connect to WooCommerce on Zapier WooCommerce uses session authentication to authenticate your account on Zapier. Required authentication fields WordPress Site Address (URL) WordPress Username WordPress Application Password About WooCommerce's app Are self-hosted or cloud-hosted accounts supported? Self-hosted accounts only Your WordPress administrat

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How to get started with Pinecone on Zapier

Published August 20th, 2025 by Owner

Pinecone and Zapier connect to automate vector database workflows. You can trigger actions when index status changes and add records or search data. Prerequisites To use the Pinecone app on Zapier, you must have: A Pinecone account (free Starter plan or any paid plan). A Pinecone API key generated from the Pinecone console. For users on Starter plan

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Zap error: Zap has diverged too much

Published August 20th, 2025 by Owner

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,

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Reorder or duplicate action steps and paths

Published August 20th, 2025 by Owner

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 Zaps. Reorder action steps You can reorder action steps or paths in the Zap editor sidebar. Hover over the step until the 

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Is Zapier GDPR compliant?

Published August 20th, 2025 by Owner

Zapier is committed to complying with applicable data privacy laws, including GDPR, UK GDPR, and CCPA when providing services to our customers.  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.  You can learn more about data protection and pr

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Collect transcripts for your chatbot conversations

Published August 20th, 2025 by Owner

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.    Tip If you use a Collect lead lo

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How is my account affected by India’s e-mandate directive?

Published August 20th, 2025 by Owner

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 solut

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Common Problems with Amazon Seller Central on Zapier

Published August 20th, 2025 by Owner

"New Order" Trigger is not triggering This can happen sometimes if the trigger field for "Order Status" is set to "Unshipped". If you receive a new Unshipped order and its status changes to Shipped before Zapier has had time to poll for new Unshipped orders, we'll miss it. To fix this, you'll need to wait 5 or 15 minutes (depending on your Zapier pl

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Common Problems with Bigcommerce

Published August 20th, 2025 by Owner

Custom Field Support We don't have support for custom fields with BigCommerce at this point in time. New Order trigger is trigging on orders that didn't go through BigCommerce will send all orders, including orders that are marked as incomplete. BigCommerce considers orders where the user got to the payment page but didn't successfully check out as

1 min

More flexible control over publishing restrictions

Published August 20th, 2025 by Owner

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 requ

1 min

Common Problems with OnceHub on Zapier

Published August 20th, 2025 by Owner

My zap is active but is still not triggering In OnceHub, expand the left sidebar and navigate to Integrations > Zapier integration. Open the Manage Zaps tab and find the Zap. Click the pencil icon to open the Zap Editor and test the OnceHub trigger. If this does not solve the issue, you’ll need to regenerate your API key in OnceHub. Open the left

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Types of components in Zapier Interfaces

Published August 20th, 2025 by Owner

In Zapier Interfaces, you can add components to your pages. Components allow you to add different types of functionalities to an Interfaces 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 interface to create a custom chat experie

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How to get started with Microsoft Teams Events on Zapier

Published August 20th, 2025 by Owner

Connect to Microsoft Teams Events on Zapier Microsoft Teams Events uses OAuth to authenticate your account on Zapier. Log into Microsoft Teams Events to authenticate. Grant Zapier permission to access your account if prompted to. About Microsoft Teams Events's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a

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App bug fixes: HL Pro Tools, Overloop, Google Drive, Oneflow and many more

Published August 20th, 2025 by Owner

HL Pro Tools This update addresses an issue users were experiencing with the Update Location 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 action where it previously did not return details of the created user. Now i

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Google Sheets error: There was an error writing to your Google Sheets, unable to parse range

Published August 20th, 2025 by Owner

When you use a create or update action in a Google Sheets step, you see an error message of "There was an error writing to your Google Sheets, unable to parse range". This happens when testing the Zap or if the Zap is live. Causes This can happen for a few reasons: A column in the sheet has been removed. The sheet has been renamed. Insufficient perm

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Export your Zap history

Published August 20th, 2025 by Owner

You can export up to 5,000 Zap runs at a time. You can select specific Zaps 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 fi

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How to Get Started with Marketo on Zapier

Published August 20th, 2025 by Owner

Prepare your Marketo account by following Custom Services to: Create an API Only Role with all Access API permissions. Create an API Only User with just that role. Create a Custom Service using that API Only User and find its Client ID and Secret. When you start creating a Marketo Zap, you will be prompted to connect a New Account: Click the button

1 min

How to get started with Amazon Seller Central on Zapier

Published August 20th, 2025 by Owner

Connect to Amazon Seller Central on Zapier Amazon Seller Central uses an OAuth authentication to authenticate your account on Zapier. Log into Amazon Seller Central to authenticate. Grant Zapier permission to access your account if prompted to. About Amazon Seller Central's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted account

1 min

Create a workflow using Python with Functions

Published August 20th, 2025 by Owner

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. Beta This produc

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Common Problems with IMAP on Zapier

Published August 20th, 2025 by Owner

Can I get HTML Messages from IMAP in a Zap? Yes! You can get HTML messages from an IMAP trigger. I'm Getting an "Invalid Credentials" Error When Connecting a Gmail Account In order to connect a Gmail account to a third-party IMAP tool, Google requires you to create an App Password. This is a password unique to your account that gives an app or devic

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Common Problems with Google Docs

Published August 20th, 2025 by Owner

My settings in Google Docs are not being respected when using the Create Document actions The Google Docs API does not respect any settings you have configured in the Google Docs app settings in regards to defaults for documents created by Zapier. My template fields aren't appearing in Zapier or they all have generic names This may be due to your te

1 min

How to get started with Cognito Forms on Zapier

Published August 20th, 2025 by Owner

Cognito Forms and Zapier connect to automate your work. You can trigger actions when new entries are submitted and create or update form entries. Prerequisites To use the Cognito Forms app on Zapier, you must have: A Cognito Forms Pro plan or higher. Organization Owner or Administrator permissions in your Cognito Forms account to authorize the conne

1 min

Change code editor settings in Zapier Functions

Published August 20th, 2025 by Owner

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.

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Review Zapier Functions logs

Published August 20th, 2025 by Owner

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

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Create trigger events for your functions

Published August 20th, 2025 by Owner

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

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How to get started with Groq on Zapier

Published August 20th, 2025 by Owner

Groq and Zapier connect to automate AI workflows. You can send prompts to Groq's fast AI models and get responses for analysis, content creation, and more. Prerequisites To use the Groq app on Zapier, you must have: A Groq account with access to the Groq Console. A valid Groq API key created from the Groq Console keys page. Awareness that Groq opera

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How to get started with WordPress on Zapier

Published August 20th, 2025 by Owner

Connect to WordPress on Zapier 1. Download Zapier WordPress plugin Before you get started creating a Zap with WordPress, you’ll need to install the Zapier WordPress plugin. First, navigate to Add New in the plugin dashboard in WordPress. Search for Zapier for WordPress. Click Install Now. Activate the plugin on the plugin dashboard. More details are

2 min

App updates: Wordpress, SQL Server, PostgreSQL, Shopify, ChatGPT and many more

Published August 20th, 2025 by Owner

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 update

1 min

Important notice: OpenAI migrating to ChatGPT (OpenAI)

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier has an important update regarding Zapier’s OpenAI and ChatGPT integrations. To simplify and improve the user experience, we will be combining both apps into one called ChatGPT (OpenAI). Why is this change

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App updates: Microsoft Teams Events, ChatGPT, Shopify, Stripe, Google AI Studio, and more

Published August 20th, 2025 by Owner

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 function

1 min

Pipedrive error: Nothing could be found for the search

Published August 20th, 2025 by Owner

When using any of Pipedrive search actions in your Zaps, you see the error message "Nothing could be found for the search". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: The mapped field from the previous step contains text instead of an ID that Pipedrive expects. The mappe

1 min

How to Get Started With AWS Lambda

Published August 20th, 2025 by Owner

Before you start - you need to create an IAM user that has limited permissions to Lambda only. You should follow these instructions remembering to substitute "Lambda" for "SES". There are two ways to use AWS Lambda with Zapier: Zapier provides data to your pre-built function. This is the simplest but more strict option via the Invoke Function action

1 min

How to Get Started With Amazon SNS

Published August 20th, 2025 by Owner

There are two things you'll need to do to make SNS work with Zapier: Add a new notification topic in SNS (if you already use SNS you probably already have one you want to use, if not, directions are below as well). You can also create topics via the Zapier integration as well. Add a new Zapier user via IAM with only permission to use SNS and give th

1 min

App updates: Contentful, Outreach, and Sage Intacct

Published August 20th, 2025 by Owner

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  Update Ent

1 min

Google Sheets error: Invalid query parameter value for grid_id

Published August 20th, 2025 by Owner

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 att

1 min

Common Problems With Box

Published August 20th, 2025 by Owner

Files Suddenly Stop Triggering When we pull files for a folder from box we only pull the top 100 items. Box's API is setup in such a way that we have no control over the sort order while the end user does. This means an incorrect sort order setting could lead to us missing items that occur outside of the top 100. Yikes! Here's what you can do to avo

1 min

How to use Stripe Payment Links with Zapier

Published August 20th, 2025 by Owner

Follow these steps to use Stripe Payment Links in your Zap:  In the Zap editor, click to open the Trigger step. In the Choose app & event section, search for and select Stripe. Click the Event dropdown menu, select New Event. Click Continue. In the Choose account section: If you already have a Stripe account connected to Zapier, select it from t

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How to get started with ChatGPT (OpenAI) on Zapier

Published August 20th, 2025 by Owner

ChatGPT and Zapier work together to automate tasks, using triggers from other apps. You can use this integration to analyze text, generate content, summarize information, and write emails automatically. Prerequisites To use the ChatGPT (OpenAI) app on Zapier, you must have:  An OpenAI account with prepaid billing enabled. This is separate from the C

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How to get started with Facebook Conversions on Zapier

Published August 20th, 2025 by Owner

Facebook Conversions and Zapier help you send important event data to Facebook. Using a trigger from another app, you can automatically send a purchase, lead, or other conversion events to improve your ad targeting. Prerequisites To use the Facebook Conversions app on Zapier, you must have:  A Facebook Business Manager account. You must have full co

1 min

How to Get Started with Magento 2.X on Zapier

Published August 20th, 2025 by Owner

To get started with Magento 2.X on Zapier, first you will need to click to connect your Magento 2.X account to use with your Zap. Next, you'll be asked to enter your Magento 2.X username and password. Click “Continue” and if your login details were correct your Magento 2.X account will now be successfully connected.

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Manage access to apps in Zapier

Published August 20th, 2025 by Owner

You can use app access settings to control which apps members of your Enterprise account can use. You can choose to either restrict or allow apps. You cannot have both settings enabled simultaneously. When you enabled either the restricted apps or allowed apps setting, you’ll create a list of restricted or allowed apps depending on your settings: Ap

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How to Get Started with Wave on Zapier

Published August 20th, 2025 by Owner

To get started with Wave on Zapier, first you will need to click to connect your Wave account to use with your Zap. You’ll now be asked to log into your Wave account (unless you are already logged in): Finally, you will be asked to give Zapier permission to access your account. Click “Allow/Accept” to continue. If all steps were successful your Wave

1 min

Send CRM funnel events to Facebook Conversions

Published August 20th, 2025 by Owner

You can use Facebook Conversions to receive funnel events in your CRM. Set up your CRM trigger Set up your Zap trigger. Select a trigger for when: New leads are added to your CRM. Lead statuses change. Note Depending on the trigger events available for your CRM, this may require using two separate Zaps. Set up your Facebook Conversions Send Funnel E

1 min

Big Code improvements!

Published August 20th, 2025 by Owner

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

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Create a Zapier for Teams or Zapier for Enterprise account

Published August 20th, 2025 by Owner

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

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How to Get Started with Unbounce on Zapier

Published August 20th, 2025 by Owner

About Unbounce's Integration Admin/owner permissions: The user connecting Unbounce to Zapier must be an Author or Admin of the Client you are setting up. Partner’s Documentation Connecting with Unbounce To get started with APP on Zapier, first you will need to click to connect your Unbounce account to use with your Zap. You’ll now be asked to log in

1 min

Slack error: Slack workspace has reached a rate limit for this action

Published August 20th, 2025 by Owner

When using Slack in your Zaps 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 me

1 min

I can't join my employer's Zapier account

Published August 20th, 2025 by Owner

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 en

1 min

Simplify your Zapier invoice management with Tax IDs

Published August 20th, 2025 by Owner

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 no

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How to Get Started with Microsoft To Do on Zapier

Published August 20th, 2025 by Owner

When you start creating a Microsoft To Do Zap, you will be asked to connect your Microsoft To Do account. You’ll now be asked to log into your Microsoft To Do account (unless you are already logged in). If all steps were successful your Microsoft To Do account will now be successfully connected.

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How to Get Started with Todoist on Zapier

Published August 20th, 2025 by Owner

The first thing you'll need to do to get started with hooking up Todoist with Zapier and the hundreds of services we work with is adding your Todoist account to Zapier. When creating a Todiost Zap, you will be prompted to add your Account: You would then be prompted to enter your Todoist Username and Password: The screen would then ask you to confir

1 min

JavaScript code examples in Zaps

Published August 20th, 2025 by Owner

This page provides some 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. This example screenshot shows three demonstration inputs you can use in your code like this: inputData.body, inputData.receivedDate, and inputData.subject. Be sure you

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How to get started with Azure OpenAI on Zapier

Published August 20th, 2025 by Owner

Connect to Azure OpenAI on Zapier Azure OpenAI uses a combination of API keys and OAuth to authenticate your account on Zapier. Enter the required fields: Resource Name Key Log into Azure OpenAI to authenticate. Grant Zapier permission to access your account if prompted to. About Azure OpenAI's app Are self-hosted or cloud-hosted accounts supported?

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Speed up Zap building by pinning your favorite apps and events!

Published August 20th, 2025 by Owner

Do you frequently use the same apps or app events in your Zaps? 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.

1 min

App Extensions is renamed to Custom Actions

Published August 20th, 2025 by Owner

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 experien

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How to get started with Acuity Scheduling on Zapier

Published August 20th, 2025 by Owner

Acuity Scheduling and Zapier automate your scheduling and client management. You can use triggers like new appointments or cancellations to automatically update a client or block off time on your calendar. Prerequisites To use the Acuity Scheduling app on Zapier, you must have: View & edit or administrator access. Connect Acuity Scheduling to Za

1 min

Enable publishing restrictions in your Enterprise account

Published August 20th, 2025 by Owner

Available on plans: Free Pro 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

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Introducing system variables

Published August 20th, 2025 by Owner

Building on our variables feature , you can now use predefined variables in your Zaps too. Easily insert timestamps and metadata about your Zap like Zap, step, and Zap run IDs. Learn more about system variables.

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Group objects and format text: latest improvements to Zapier Canvas

Published August 20th, 2025 by Owner

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 mov

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Get started with your free Zapier Chatbots add-on trial

Published August 20th, 2025 by Owner

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 trials, 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. C

1 min

Add a billing or IT contact to your account

Published August 20th, 2025 by Owner

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.    Add a billing or IT contact By default, the account owner's email w

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Zapier wants your help improving delay

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. In a previous update, we informed you about potential issues with the Delay app, particularly with short delays. This meant that occasionally delays resulted in longer-than-expected delays in Zaps.  How is Zapie

1 min

How to Get Started with Pinterest on Zapier

Published August 20th, 2025 by Owner

To get started with Pinterest on Zapier, first you will need to click to connect your Pinterest account to use with your Zap. You'll now be asked to log into your Pinterest account (unless you are already logged in) Finally, you will be asked to give Zapier permission to access your account. Click “OK” to continue. If all steps were successful your

1 min

Slack error: channel_not_found

Published August 20th, 2025 by Owner

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 th

1 min

Let users upload multiple files on Zapier Interfaces forms

Published August 20th, 2025 by Owner

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 Interfaces: the Multiple File Upload field on form components. With this new field, you can customize file upload options to better suit your needs. You can r

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Can you charge me in my local currency?

Published August 20th, 2025 by Owner

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 (

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Find and replace values in Zaps!

Published August 20th, 2025 by Owner

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 a

1 min

Write code in Zapier Functions

Published August 20th, 2025 by Owner

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 a

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Domain capture is now generally available

Published August 20th, 2025 by Owner

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

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How to get started with Pipedrive on Zapier

Published August 20th, 2025 by Owner

Pipedrive and Zapier connect to automate your sales work. You can trigger actions when new deals or contacts are added and create new deals, contacts, or notes. Prerequisites To use the Pipedrive app on Zapier, you must have: An active Pipedrive account (any plan including free trial). Pipedrive API access enabled for your user account (this is enab

2 min

Customize your trigger error notifications

Published August 20th, 2025 by Owner

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 Zaps' triggers! Users on any plan can easily set trigger error notifications to: Never: you won’t receive any notifications.  Rep

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Customize how your Zap runs if it encounters an error

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product release 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 Zaps will be more resilient, allow

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Export and audit all members on your Zapier account

Published August 20th, 2025 by Owner

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

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App updates: Jira Software Server, Google Workspace Admin, Zendesk, Jira Software Cloud, and Microsoft SharePoint

Published August 20th, 2025 by Owner

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 set

1 min

Safeguard business-critical Zaps when a team member transitions

Published August 20th, 2025 by Owner

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

1 min

Zap is not working

Published August 20th, 2025 by Owner

Your Zap might not be working for a number of reasons. You can use over 8,000 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

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Common Problems with Intercom

Published August 20th, 2025 by Owner

I'm getting an "Not authorized to access resource" error This is an issue with permissions for your Intercom API Key. Make sure the API key connected to Zapier has both read and write access. Some of my custom attributes are missing In Intercom, you can have user custom attributes or company custom attributes. The New User trigger will only send the

1 min

How to Get Started With Pardot on Zapier

Published August 20th, 2025 by Owner

About Pardot's Integration What kind of authentication does Pardot use? Pardot uses OAuth. Connecting with Pardot When you create a Pardot Zap, you'll be asked to log in to your Pardot account (unless you are already logged in). Finally, you will be asked to give Zapier permission to access your account. Click "Allow” to continue. If all steps were

1 min

Use previous Zap runs as trigger test records

Published August 20th, 2025 by Owner

You have even more flexibility than ever when building Zaps. 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.

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Fix "Not found" errors in Zaps

Published August 20th, 2025 by Owner

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

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Use Formatter’s newest transform to avoid token limits when using large data sets with AI (Beta)

Published August 20th, 2025 by Owner

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.

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How to get started with Flatfile on Zapier

Published August 20th, 2025 by Owner

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 connect

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Monday.com error: Nothing could be found for the search

Published August 20th, 2025 by Owner

When using Monday.com’s Get item by Column Value action in your Zaps, you see the error message "Nothing could be found for the search". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: The board or column ID is incorrect. The mapped field data does not match the existing data

1 min

Diagnose your webhook responses with improved troubleshooting

Published August 20th, 2025 by Owner

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 possibl

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Find lead information in Zaps

Published August 20th, 2025 by Owner

With Lead Score by Zapier, you can search for additional information about your leads. Lead Score is powered by MadKudu. Note You can only make 500 requests per month. If you go over this limit, the Zap will error. If you need to make more than 500 requests per month, or you need additional lead features, you can use the MadKudu integration instead.

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Error: The app did not respond in-time

Published August 20th, 2025 by Owner

After attempting to test a Zap trigger or action, you may see an error that says: We had trouble sending your test through. The app did not respond in-time. It may or may not have completed successfully. Cause This error can occur when your connected app takes too long to perform the requested task, such as searching for a record in a large database

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Effortlessly write custom code in your Zaps (Beta)

Published August 20th, 2025 by Owner

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

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How to Use Multiple IPNs with PayPal

Published August 20th, 2025 by Owner

Instant Payment Notifications or IPNs send instant notifications of new PayPal transactions to Zapier through Webhooks. You can think of a Webhook as a message sent from one web application to another delivering some kind of data. Zapier uses webhooks to capture new PayPal transactions through PayPal's IPN feature. PayPal only allows you to set one

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Google Sheets: Zap is triggering on rows in a sheet on another Team Drive

Published August 20th, 2025 by Owner

Your Zaps 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 Tea

1 min

Apps monthly round up April 2025

Published August 20th, 2025 by Owner

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 addi

3 min

You can now change the owner of an interface or table

Published August 20th, 2025 by Owner

We’re excited to announce a new feature: you can change ownership of any interface or table you own!  This feature is available to users on Team or Enterprise plans and allows seamless transfer of interface and table ownership within your Zapier account. Be it because someone else is taking over a project or an employee has moved on, you can seamles

1 min

Decide how your Zap handles errors with advanced settings

Published August 20th, 2025 by Owner

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

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App update: Teachery, Zendesk, MyGadgetRepairs, ChatGPT, Close and more

Published August 20th, 2025 by Owner

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 uti

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Salesloft: new app launched

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Exciting news! Salesloft, a sales engagement platform, has launched on Zapier, giving you the power to automate your sales processes effortlessly. The new app includes: Triggers: Person Created, Updated or Delet

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App updates: Airtable, Discord, Klaviyo, MailChimp Transaction, and many more

Published August 20th, 2025 by Owner

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.  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

2 min

Offboarding users just got easier!

Published August 20th, 2025 by Owner

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 Zaps and app connections to any other user on your account. Plus, you can decide how long you want th

1 min

How to get started with Google Drive on Zapier

Published August 20th, 2025 by Owner

Google Drive and Zapier help automate file management across your apps. The integration can be triggered by new files or folders to automatically create, copy, or move files and folders. Prerequisites To use the Google Drive app on Zapier, you must have: A Google account with access to Google Drive. You also need to have view or edit access to any f

2 min

How to get started with Kajabi on Zapier

Published August 20th, 2025 by Owner

Kajabi and Zapier connect to automate your course business. You can trigger when forms are submitted or purchases made and create submissions or grant offer access. Available on plans: Free Pro Team Enterprise Prerequisites To use the Kajabi app on Zapier, you must have: An active Kajabi account (any paid plan - Kickstarter, Basic, Growth, or Pro). 

1 min

How to Get Started with Eventbrite on Zapier

Published August 20th, 2025 by Owner

When you start creating an Eventbrite Zap, you will be asked to connect your Eventbrite account. You’ll now be asked to log into your Eventbrite account (unless you are already logged in). You will then be asked to authorize Zapier to access your Eventbrite account. If all steps were successful your Eventbrite account will now be successfully connec

1 min

Filter visible data in Table and Kanban components

Published August 20th, 2025 by Owner

You can restrict data displayed on a Table or Kanban component in your interface by using filters, views, or by hiding fields.   Filters Note Filters are available on the Interfaces Advanced plan. You can filter tables' records using rules that are similar to the ones available for Zapier Tables. Learn more about how rules work . From the Interfaces

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How to Get Started with Typeform

Published August 20th, 2025 by Owner

About Typeform's Integration Admin/owner permissions - you don't need extra or special permissions to access any Typeform resources. However, for forms created in Shared Workspaces, the connected account needs to be the owner of the Shared Workspace to access the form in the dropdown menu of the Zap Editor (or use the workaround outlined below). Pai

1 min

Boost your productivity with OpenAI GPTs and Zapier

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. 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,

1 min

How to get started with Google AI Studio (Gemini) on Zapier

Published August 20th, 2025 by Owner

Connect to Google AI Studio (Gemini) on Zapier Google AI Studio (Gemini) uses API keys to authenticate your account on Zapier. Required authentication fields API Key Additional authentication instructions You can create an API key in Google AI Studio. About Google AI Studio (Gemini)'s app Are self-hosted or cloud-hosted accounts supported? Cloud-hos

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How to get started with Microsoft Dynamics 365 CRM on Zapier

Published August 20th, 2025 by Owner

Microsoft Dynamics 365 CRM and Zapier connect to automate your sales work. You can trigger actions when new leads, contacts, or accounts are created and create or update CRM records. Available on plans: Free Pro Team Enterprise Prerequisites To use the Microsoft Dynamics 365 CRM app on Zapier, you must have: A paid Microsoft Dynamics 365 CRM plan (c

11 Views 2 min

Easily download your Analytics reports

Published August 20th, 2025 by Owner

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

1 min

Common Problems with Code (Javascript) on Zapier

Published August 20th, 2025 by Owner

Error: Scripting payload too large The environment in which your Code steps run (AWS Lambda) has an I/O limit of 6MB. The total size of the code and the data processed by the code cannot exceed that. If you're hitting this error, try to limit the amount of data your return from your function. For instance, don't return an entire JSON structure, just

15 Views 1 min

App updates: Airtable, YouTube, Stripe, ChatGPT, SendGrid, and many more

Published August 20th, 2025 by Owner

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: a

1 min

What’s included in Zapier's Free Zaps plan?

Published August 20th, 2025 by Owner

When you sign up for a Zapier account, you’ll get a 14-day trial to explore the premium features of a paid Zaps plan. If you decide not to upgrade to a paid Zaps plan at the end of this period, these features will no longer be available. Your account will have all the features available on the Free Zap plan.   Features of the Free Zaps plan With a F

36 Views 1 min

How to Get Started With Amazon EC2

Published August 20th, 2025 by Owner

You'll need to create an IAM user which has limited permissions, for Zapier to use. Create Security Credentials by Adding a New Zapier User to IAM To add an EC2 account to Zapier, you should follow these instructions. They will walk you through setting up a user in IAM and adding that account to Zapier. Remember that you want to select EC2 instead o

1 min

How to deploy another version of a function

Published August 20th, 2025 by Owner

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

11 Views 1 min

How to get started with TikTok Lead Generation on Zapier

Published August 20th, 2025 by Owner

Connect to TikTok Lead Generation on Zapier TikTok Lead Generation uses OAuth to authenticate your account on Zapier. Log into TikTok Lead Generation to authenticate. Grant Zapier permission to access your account if prompted to. About TikTok Lead Generation's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a

1 min

Easily search for and filter fields when setting up your Zap

Published August 20th, 2025 by Owner

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!  

1 min

Dynamic date filtering now available in Zapier Tables

Published August 20th, 2025 by Owner

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.

1 min

Scheduled transfers will be deprecated in January 15 2024

Published August 20th, 2025 by Owner

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

1 min

Common problems with Slack

Published August 20th, 2025 by Owner

Slack handles/usernames, mentions, and notifications aren’t working correctly You must use special formatting to include mentions and notifications in your Zaps. 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. M

10 Views 1 min

Share app connections within the Zap editor

Published August 20th, 2025 by Owner

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 Zaps: if you were building a Zap and wanted to share an app connection, your only option previously was to do this

15 Views 1 min

How to Get Started with WPForms on Zapier

Published August 20th, 2025 by Owner

To get started with WPForms on Zapier, first you will need to click to connect your WPForms account to use with your Zap. In order to be able to access the WPForms Zapier add-on, users need to be on a Pro license or above. More on that here. Next, you'll be asked to enter your WPForms's API key. How to get your WPForm API key Paste your key into you

1 min

Does Zapier support two-way syncing?

Published August 20th, 2025 by Owner

No. Zapier does not support two-way syncing between apps right now. Think of Zaps like one-way workflows. In certain scenarios, you can fake two-way syncing by setting up two different Zaps 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 n

10 Views 1 min

You can now collaborate with your team in Zapier Interfaces

Published August 20th, 2025 by Owner

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 about needing more collaborative features and have introduced a new tool to help. Now, in Zapier Interfaces, you can allow two other members of your Zapier account to edit an inte

13 Views 1 min

Change ownership of your chatbot

Published August 20th, 2025 by Owner

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 Team Enterprise 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 accoun

12 Views 1 min

HubSpot: Zap cannot find test records

Published August 20th, 2025 by Owner

While setting up your HubSpot trigger, you notice that the Zap does not return any test records. Causes When retrieving records, HubSpot only shows records created within the last 30 minutes. Records created before this timeframe will not be available. How to fix it To fix it: Create a new record in HubSpot. Make sure the new record fits the criteri

1 min

Can my team use a shared login to access my account?

Published August 20th, 2025 by Owner

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 Zaps by using share

11 Views 1 min

Common Problems with Asana

Published August 20th, 2025 by Owner

I'm not seeing my Project in the drop-down menu If you're not seeing your Project listed, search for the project name in the field and click the "Check Asana & reload to bring in new choices" option: Projects are loaded from Asana 25 at a time so if you have a large number of projects in your account it might require more than one click in order

1 min

How to report security concerns to Zapier

Published August 20th, 2025 by Owner

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 actuall

10 Views 1 min

How to Get Started With Wufoo

Published August 20th, 2025 by Owner

About the Wufoo Integration Admin/owner permissions: User needs to be the admin or have view/edit permissions for the form/report they trying to access Paid/versioned account: A paid Wufoo plan is required to integrate with Zapier Connect with Wufoo The first thing you'll need to do is connect your Wufoo Account to Zapier. After you sign up and star

1 min

I cannot see login options in my interface settings

Published August 20th, 2025 by Owner

Symptoms  In the Access & User settings for an interface, you do not see options to log in via: Magic Link. Google. Approved Domains.   Causes This can happen for two reasons: You're on a Free Interfaces plan. You're using the legacy version of managed users.   How to fix it Upgrade your Interfaces plan If you're on an Interfaces Free plan, you

12 Views 1 min

Facebook Lead Ads error: (#200) user does not have sufficient administrative permission

Published August 20th, 2025 by Owner

You’re trying to turn your Zap on but get the error message "(#200) user does not have sufficient administrative permission for this action on this page. If the page business requires 2FA the user also needs to enable 2FA" Causes This happens when your account: Has insufficient account permissions to use Facebook Lead Ads in Zapier. Does not have tw

1 min

Create custom checklists in your interfaces pages

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Seamlessly integrate Zapier Tables and Zapier Interfaces to create custom checklists in your interfaces pages. Use table data to build your checklist, safely control what users are permitted do in the checklist,

12 Views 1 min

Instant actions now available on Zapier Central

Published August 20th, 2025 by Owner

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 d

1 min

Create on-brand experiences with new customization options for Interfaces (Beta)

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier Interfaces Premium got some fresh additions to help you personalize your interfaces: AI Color Picker: Effortlessly create color themes using natural language, or add your brand colors with Hex color codes

10 Views 1 min

Microsoft Office: New emails won't trigger Zap

Published August 20th, 2025 by Owner

Symptoms When using Microsoft Outlook's New Email trigger in your Zap, the Zap does not run.  Your Zap is turned on, but there is no corresponding Zap run in your Zap history. Causes This happens for a few reasons: The sender and receiver of the email are the same. The sender and receiver's domains are the same, and the receiver's email address is a

11 Views 1 min

Boost engagement with the chatbot popup overlay

Published August 20th, 2025 by Owner

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

1 min

Drag and drop Zaps into folders

Published August 20th, 2025 by Owner

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 Zaps so that you and your team can stay organized as you automate. In addition to moving a single Zap or multiple Zaps using the three dot icon, you can now also select a

10 Views 1 min

Automate more with the Pro Bundle!

Published August 20th, 2025 by Owner

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 popu

1 min

How to get started with Skool on Zapier

Published August 20th, 2025 by Owner

Connect to Skool on Zapier Skool uses API keys to authenticate your account on Zapier. Required authentication fields Skool group API key Skool group URL Additional authentication instructions Log into your Skool account. Click group settings. Click plugins. Click edit next to the Zapier plugin. Copy your API key.   About Skool's app Are self-hosted

1 min

Use webpages as knowledge sources for your chatbot!

Published August 20th, 2025 by Owner

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 ch

12 Views 1 min

Zap limits

Published August 20th, 2025 by Owner

Zapier and the apps that you use have limits to ensure their infrastructure can efficiently serve all customers. Zap step limits General step limits Moving steps Copying and pasting steps General step limits Zaps are limited to 100 steps, including all steps within paths. If you need more than 100 steps, you can separate your Zap into multiple Zaps.

31 Views 3 min

Common Problems with Facebook Messenger on Zapier

Published August 20th, 2025 by Owner

Note If you’ve updated to a Meta work account, you’ll need to reconnect to any previously connected Meta accounts in your Zapier account. Learn more about how to reconnect your account and prevent disruption to your Zaps.   24-Hour Messaging Window Businesses have up to 24 hours to respond to a message sent by a person in Messenger when using standa

10 Views 1 min

Easily review Zap HTTP logs in the Zap editor

Published August 20th, 2025 by Owner

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 Zaps back up and running faster. Note This information was accurate at the time of publicati

10 Views 1 min

Use the agent's default tools

Published August 20th, 2025 by Owner

Beta This product is in open beta. It’s available for use but still in active development and may change. Agents have tools that do not depend on external apps. You can ask the agent to visit a website or perform a Google search. Add a default tool Visit agents.zapier.com . From the Zapier Agents home, select your agent. In the Instructions field, c

13 Views 1 min

Trigger Zaps from new parsed emails

Published August 20th, 2025 by Owner

Zapier University: Email Parser Email Parser by Zapier allows you to send emails to a custom "@robot.zapier.com" address and extract any data for use later in a Zap. Before you can trigger from new emails received by this address, you’ll need to set up your mailbox and template. Once you’ve done that, read on to learn how to set up a Zap that runs e

13 Views 1 min

App’s API is experiencing technical issues

Published August 20th, 2025 by Owner

Symptoms When reviewing a Zap run, you get the error message “App’s API is experiencing technical issues.”  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. 

14 Views 1 min

Common Problems with AWS Lambda

Published August 20th, 2025 by Owner

I need my Lambda function to return data to my Zap That is currently not possible with our AWS Lambda integration. Please contact support to be notified if we are able to add this in the future. As an alternative, you might want to create a second Zap, using a Webhook trigger, and have your function send a request there, to continue the workflow wit

1 min

Help declutter your inbox with improved Zapier notifications settings

Published August 20th, 2025 by Owner

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 Zaps. Override alert notifications let you set up custom notifications on a per Zap basis, overriding your default alert notificatio

1 min

Fix timeout errors in Zaps

Published August 20th, 2025 by Owner

A timeout error, or a message that your request has timed out, means that the app Zapier is trying to connect to is taking too long to respond. Timeout issues will often resolve on their own after a few hours, as they’re usually a result of a temporary maintenance or outage issue with the app. For announcements on outages, maintenance, or downtime,

26 Views 1 min

Common Problems with Lead Score on Zapier

Published August 20th, 2025 by Owner

Where does the information from Lead Score on Zapier come from? Lead Score by Zapier is powered by MadKudu. MadKudu can provide much more detailed information about your leads, though they require a subscription to use their service. You can learn more about MadKudu's service here: https://www.madkudu.com/lead-scoring What is the "Customer Fit Segme

11 Views 1 min

Setting up triggers and actions just got better!

Published August 20th, 2025 by Owner

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. H

1 min

How to get started with Google Calendar on Zapier

Published August 20th, 2025 by Owner

Google Calendar and Zapier work together to automate your scheduling. You can connect them to create events from other apps, update calendars, and set up notifications. This integration helps you manage events and trigger workflows across thousands of apps. Prerequisites To use the Google Calendar app on Zapier, you must have:  The necessary permiss

2 min

Common Problems with ClickSend SMS on Zapier

Published August 20th, 2025 by Owner

The "From" field isn't being respected If the SMS is being sent to a country that does not support setting a custom sender ID, then this field will be ignored. Learn more about Sender IDs in ClickSend SMS.

10 Views 1 min

Common Problems with Microsoft Excel

Published August 20th, 2025 by Owner

I'm not able to connect my Microsoft Excel account? We only support OneDrive for business right now - as the Excel API comes out of beta status we expect to support any version of Excel online. Personal Outlook accounts do not work unfortunately! Can I connect to MicrosoftExcel on my Desktop computer? Unfortunately no - we only work with Microsoft E

1 min

Control when your Zap runs

Published August 20th, 2025 by Owner

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 trigge

17 Views 1 min

Import and export Zaps in your Team or Enterprise account

Published August 20th, 2025 by Owner

You can import and export Zaps to easily back up and share Zaps with other accounts. Available on plans: Free Professional Team Enterprise Import Zaps 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 Up

10 Views 1 min

Common Problems With Pardot

Published August 20th, 2025 by Owner

Error: Invalid Campaign ID Make sure you’re using the Campaign ID and not the Campaign Name in this field here: You can find the ID by opening up the campaign in Pardot. With that open, take a look at the URL. You’ll see something that looks like this: https://pi.pardot.com/campaign/read/id/811 The ID would be the number at the end, so in this examp

1 min

Zap is triggering but missed some runs

Published August 20th, 2025 by Owner

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

11 Views 2 min

How to Get Started With Campaign Monitor

Published August 20th, 2025 by Owner

The first thing you'll need to do is connect your Campaign Monitor Account to Zapier. After you sign up and start creating the Zap you want, Zapier will ask you to start the process: You can then give your Account a title or label, which is just for your convenience and helps you track multiple accounts. It doesn't have any affect on which Account y

1 min

Common Problems with Kit on Zapier

Published August 20th, 2025 by Owner

Subscriber isn't showing up on the form even though the task is successful By default, Kit requires subscribers to double-opt-in to emails for confirmation. That means they won't show up on the list until they confirm their subscription. If you'd like to automatically add them to the list, you can turn off the double opt-in by going to the Form sett

1 min

App updates: ChatGPT, Stripe, Monday.com, Xero, and TalentLMS

Published August 20th, 2025 by Owner

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 Moderatio

10 Views 1 min

Google Sheets error: 400 bad request

Published August 20th, 2025 by Owner

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 sprea

1 min

Deal desk: Manage HubSpot quote approvals in Slack template guide

Published August 20th, 2025 by Owner

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 i

10 Views 4 min

How to get started with Wix on Zapier

Published August 20th, 2025 by Owner

Connect to Wix on Zapier Wix uses OAuth to authenticate your account on Zapier. Log into Wix to authenticate. Grant Zapier permission to access your account if prompted to. About Wix's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid Wix plan required? No   Are any special account permissions required? Y

1 min

How to get started with ServiceNow on Zapier

Published August 20th, 2025 by Owner

Connect to ServiceNow on Zapier ServiceNow uses either OAuth or basic authentication to authenticate your account on Zapier. OAuth Basic authentication Required authentication fields Provide ServiceNow Subdomain  Optional authentication fields Client ID (OAuth) Client Secret (OAuth) Additional authentication instructions Before connecting to Zapier,

1 min

Call an agent from another agent

Published August 20th, 2025 by Owner

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. Beta This product is in open beta. It’s available for use but still in active development and may change. Add a Call an agent action Fro

15 Views 1 min

How to get started with Amazon S3 on Zapier

Published August 20th, 2025 by Owner

Connect to Amazon S3 on Zapier Amazon S3 uses a custom authentication to authenticate your account on Zapier. Prerequisites Before you connect to Zapier, you’ll need to have:  Add a bucket to your Amazon S3 account.  Add a new Zapier user via IAM with only permission to use Amazon S3 and give Zapier those AWS security credentials. Add a bucket to Am

1 min

Gmail error: Quota exceeded for quota metric 'Queries' and limit 'Queries per minute per user' of service 'gmail.googleapis.com' for consumer

Published August 20th, 2025 by Owner

When using Gmail in your Zaps, you see the error message “The app returned "Quota exceeded for quota metric 'Queries' and limit 'Queries per minute per user' of service 'gmail.googleapis.com' for consumer 'project_number:...." You’ll see this error in the details of a Zap run in your Zap's history. Your Zap runs will be held in your Zap history. Cau

1 min

How to get started with Gmail on Zapier

Published August 20th, 2025 by Owner

Gmail and Zapier help you automate your inbox to save time. You can use triggers like new emails or attachments to automatically send new emails, create drafts, or manage labels. Prerequisites To use the Gmail app on Zapier, you must have: A Gmail account (either free or paid).  To send emails from another email address, you must have an alternative

2 min

How to set up Google Ads' Send Offline Conversion action

Published August 20th, 2025 by Owner

This tutorial will explain how to set up your Google Ads Send Offline Conversion action. Prerequisites Access to your Google Ads Account. Set up enhanced conversions for leads with Google tag in Google Ads. The name of your conversion action(s) as defined in Google Ads’ Conversions page. Only “Import from Click” conversion actions are supported. The

1 min

App update: Confido Legal, EFC Aquila, Worksection, Letterhead, and many more

Published August 20th, 2025 by Owner

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 ap

5 min

How to get started with Intercom on Zapier

Published August 20th, 2025 by Owner

Intercom and Zapier connect to automate customer support. You can trigger actions when new conversations start and create or update users and leads. Prerequisites To use the Intercom app on Zapier, you must have: An active Intercom account (any plan - Essential, Advanced, or Expert). Connect Intercom to Zapier To create an app connection to Intercom

2 min

How to get started with ClickFunnels Classic on Zapier

Published August 20th, 2025 by Owner

ClickFunnels Classic and Zapier connect to automate your sales funnels. You can trigger actions when contacts are added or purchases are made. Prerequisites To use the ClickFunnels Classic app on Zapier, you must have: An active ClickFunnels Classic account (any plan level).  For sub-users: The account owner must first connect their ClickFunnels acc

1 min

How to Get Started with Facebook Messenger on Zapier

Published August 20th, 2025 by Owner

When you start creating a Facebook Messenger Zap, you will be asked to connect your Facebook Messenger account. You’ll now be asked to log into your Facebook Messenger account (unless you are already logged in). You will be asked if you want to continue as a particular user. You will be asked what Facebook Pages you want to connect. Finally, you wil

1 min

Zapier Tables: find record actions are slow or time out

Published August 20th, 2025 by Owner

Symptoms When you use either of the Zapier Tables find record actions in your Zap, it shows a 504 (server timeout) error or is slow to finish the Zap run. You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This can happen if you have a large number of records on a table and your table uses a filte

13 Views 1 min

Check your knowledge source usage

Published August 20th, 2025 by Owner

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.  Beta This product is in open beta. It’s available for use but still in active development and may change. You can see how much knowledge source you have already used

24 Views 1 min

How to Get Started with Google Groups on Zapier

Published August 20th, 2025 by Owner

When you start creating a Google Groups Zap, you will be asked to connect your Google Groups account. Then you will need to enter the domain of your GSuite Account. You’ll now be asked to log into your Google Groups account (unless you are already logged in). Finally, you will be asked to give Zapier permission to access your account. Click "Allow”

1 min

How is Zapier Agents usage measured?

Published August 20th, 2025 by Owner

Your Zapier Agents usage is measured by the number of activities your agents use and limited by the plan you choose. This guide will explain how billing and usage cycles work and what is considered an agent activity. Beta This product is in open beta. It’s available for use but still in active development and may change. What is an activity? An acti

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How is task usage measured in Zapier?

Published August 20th, 2025 by Owner

In Zapier, only successful actions count toward your task usage. Below you'll find a more detailed explanation of what counts as usage. What are Zaps, triggers, actions, and tasks? A Zap is an automated workflow that you create to connect your apps. A trigger is an event that starts your Zap. An action is an event that happens after your Zap is trig

29 Views 3 min

Build an agent in Zapier Agents

Published August 20th, 2025 by Owner

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. Beta This product is in open beta. It’s available for use but still in active development and may change. What is an agent? Agents are AI-powered assistants that do work on

14 Views 2 min

How to Get Started with Amazon Relational Database (RDS) on Zapier

Published August 20th, 2025 by Owner

When you start creating an Amazon Relational Database (RDS) Zap, you will be asked to connect your Amazon Relational Database (RDS) account. Next, you'll be asked to enter your Amazon Relational Database (RDS) API key. To locate your API Key in your Amazon Relational Database (RDS) account, please follow these steps: Log into your app. This key shou

1 min

Google Sheets error: Zap is adding rows to the top of the sheet

Published August 20th, 2025 by Owner

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

1 min

Formatter error: 413 Request Entity Too Large

Published August 20th, 2025 by Owner

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 Fo

12 Views 1 min

Common problems with Strava on Zapier

Published August 20th, 2025 by Owner

My Strava Club Activity Zaps don't trigger according to my plan's interval Due to limitations imposed by the Strava API, Zaps using this app as a trigger can only check for information every 15 minutes. Why don't I see all of the activity fields for "Club Activities"? Strava limits what club activity data is made available to external applications.

1 min

Sunsetting the Zapier ChatGPT plugin: what you need to know

Published August 20th, 2025 by Owner

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 conver

15 Views 1 min

App updates: Google Workspace Admin, Dropbox, Microsoft SharePoint, and Microsoft Azure Directory

Published August 20th, 2025 by Owner

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   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 action

11 Views 1 min

How to get started with Dante AI on Zapier

Published August 20th, 2025 by Owner

Connect to Dante AI on Zapier Dante AI uses API keys to authenticate your account on Zapier. Required authentication fields API Key Additional authentication instructions Go to the Dante Application Choose the view profile. Click Generate API Key. This will send an email with instructions on how to get your API key. Learn more about authenticating y

1 min

Common Problems with Podio

Published August 20th, 2025 by Owner

We are still working on supporting _ fields. When using the Podio New Item action, you might see a message that looks like this: Podio fields are entirely custom and there a few types that Zapier doesn't yet support. They include Contact fields Calculation fields Duration fields All other field types are available, though. If one of the unsupported

1 min

App updates: Google Workspace Admin, Slack, Marketo Salesforce, MS Teams, MS Dynamics 365, Jira Software Cloud, Shopify, Twilio, and SMS by Zapier

Published August 20th, 2025 by Owner

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

1 min

Common Problems with SQL Server (MSSQL) on Zapier

Published August 20th, 2025 by Owner

Some new rows didn't trigger my Zap When using the following triggers: New Row New or Updated Row New Row (Custom Query) Each poll captures the 50 most recent rows. That means if more than 50 rows are added in a polling interval (depending on your plan), some data will be lost. If you need to capture more than 50 rows at a time, you'll want to add t

12 Views 1 min

App updates: YouTube, BaseCamp3, Odoo ERP Self-Hosted, Facebook Lead Ads, LinkedIn Ads, Microsoft Outlook, and Google Workspace Admin

Published August 20th, 2025 by Owner

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  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

10 Views 1 min

How to Get Started with Google Slides on Zapier

Published August 20th, 2025 by Owner

How to Get Started with Google Slides on Zapier. To get started with Google Slides on Zapier, first you will need to click to connect your Google Slides account to use with your Zap. You’ll now be asked to log into your Google Slides account (unless you are already logged in). Finally, you will be asked to give Zapier permission to access your accou

1 min

Why isn't my signature Gmail displaying in the dropdown?

Published August 20th, 2025 by Owner

If you would like to include a signature with your emails when using the Send Email or Create Draft actions, you can use the dropdown to select a corresponding default signature HTML for an email/alias on your Gmail account. If you do not see any signature HTML next to an email/alias in the signature dropdown, please verify that you have configured

1 min

ChatGPT (OpenAI) error: Required field "User Message" (user_message) is missing

Published August 20th, 2025 by Owner

Symptoms When using the ChatGPT (OpenAI) Conversation action, you see the error message, "Required field "User Message" (user_message) is missing". You will see this error in Zap history after your Zap runs.  Causes This happens when a mapped field in the User Message field does not contain a value. How to fix it To fix the issue: Ensure data is alw

10 Views 1 min

Limited-time offer: Use Google Ads in Zapier for free

Published August 20th, 2025 by Owner

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 any

1 min

Change the name, subdomain, and home page in Zapier Interfaces

Published August 20th, 2025 by Owner

You can change the name, subdomain, and home page of your interface.   Change the name or subdomain You can edit the Name and Subdomain fields to change how your interface 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 appear

10 Views 1 min

Finding/Updating Rows in Microsoft Excel

Published August 20th, 2025 by Owner

If you’re looking to update a row in Microsoft Excel, you will need to first insert a search action to find the row ID. Updating a row will not work without adding this step first unless you plan on updating the exact same row every time the trigger fires. Let's walk through how to do this. Finding Rows The first step here is to create a Zap and sel

10 Views 1 min

Tax applied to Zapier charges

Published August 20th, 2025 by Owner

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.  You can see the tax applied to any Zapier purchase during the payment process or in any invoice.  View tax rates during the payment proces

18 Views 3 min

Can't find the app you need?

Published August 20th, 2025 by Owner

Zapier connects with over 5,000 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

11 Views 1 min

Create a canvas to visualize your automated system

Published August 20th, 2025 by Owner

Beta This product is in open beta. It’s available for use but still in active development and may change. Zapier Canvas helps you visualize and organize full business systems. You can create systems that include manual and automated steps, add Zaps, Zapier Chatbots, Tables, Interfaces, and many other apps, share these systems with others, and invite

31 Views 2 min

Introducing auto-generated change summaries in Zaps

Published August 20th, 2025 by Owner

When you edit your Zaps, 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 ab

1 min

Consolidate your organization under one Zapier account (beta)

Published August 20th, 2025 by Owner

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

1 min

Create an API Request action

Published August 20th, 2025 by Owner

Beta API Request action is a beta feature. It’s available for use, but still in active development and may change. Advanced feature 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 troub

19 Views 2 min

Change access permissions in Zapier Interfaces

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced You can control who can view your interfaces through the Access & Users menu.   Change permissions In the left sidebar of your interface, click the Access & users icon to expand the sidebar. Under the Access field, click to expand the dropdown menu. Select an option: Anyone with the link: This is the def

19 Views 2 min

How to get started with Anthropic (Claude) on Zapier

Published August 20th, 2025 by Owner

Connect to Anthropic (Claude) on Zapier Anthropic (Claude) uses API keys to authenticate your account on Zapier. Required authentication fields API Key Additional authentication instructions How to get your Anthropic (Claude)'s API Key. Learn more about authenticating your Anthropic (Claude) account in Zapier. About Anthropic (Claude)'s app Are self

10 Views 1 min

How to get started with Mem on Zapier

Published August 20th, 2025 by Owner

Connect to Mem on Zapier Mem uses API keys to authenticate your account on Zapier. Required authentication fields API Key Additional authentication instructions To generate a Mem API key, go to Mem's API.  About Mem's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid Mem plan required? No View Mem's plans

10 Views 1 min

How to get started with Jasper on Zapier

Published August 20th, 2025 by Owner

Connect to Jasper on Zapier Jasper uses API keys to authenticate your account on Zapier. Required authentication fields Jasper API Key Additional authentication instructions Only admins of your Jasper workspace can create an API key.  Learn more about authenticating your Jasper account in Zapier. About Jasper's app Are self-hosted or cloud-hosted ac

11 Views 1 min

Share and embed Interfaces pages

Published August 20th, 2025 by Owner

Zapier Interfaces can be shared publicly using the page URL and can be embedded into websites. By default, interfaces are visible to anyone with the public URL.  On paid Interfaces plans, you can restrict access to an interface by adding a password or creating a list of users who have permission to access it. Learn how to set up permissions.   Share

15 Views 1 min

Common Problems with Formatter

Published August 20th, 2025 by Owner

My Formatter step is not changing my data After you’ve set up and tested your Formatter step, remember to map the output of the step one of your action steps instead of the original data, which does not change. For example, imagine a Zap where your trigger step collects a user’s full name through a question in SurveyMonkey, and you’ve set up a Forma

15 Views 3 min

Common Problems with Klaviyo

Published August 20th, 2025 by Owner

The Zap says it was successful, but the subscriber wasn't added to the list If your list is set to use double opt-in in Klaviyo, new subscribers won't be added to the list right away, but will receive a confirmation email. Once the person confirms that they want to opt-in, they will then appear on the list.

10 Views 1 min

Identify sales opportunities in support tickets template guide

Published August 20th, 2025 by Owner

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

10 Views 2 min

Add a disclosure message to your chatbot

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. 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

11 Views 1 min

Common Problems With Wufoo

Published August 20th, 2025 by Owner

(403) You have reached the maximum number of integrations allowed for this form This error from Wufoo happens when you have too many zaps for a particular form. Fear not though, switching to the "New Entry (poll)" trigger will eliminate that concern. Alternatively, you could add multiple actions to a single zap instead of creating multiple zaps usin

2 min

Google Sheets: Updated spreadsheet or worksheet name not reflected in Zap editor

Published August 20th, 2025 by Owner

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.   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

1 min

Google Sheets: triggers unexpectedly or too soon

Published August 20th, 2025 by Owner

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 Z

1 min

Add custom values to dropdown menu fields in Zaps

Published August 20th, 2025 by Owner

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. Learn more

14 Views 1 min

How to get started with Facebook Custom Audiences on Zapier

Published August 20th, 2025 by Owner

Connect to Facebook Custom Audiences on Zapier Facebook Custom Audiences uses OAuth to authenticate your account on Zapier. Log into Facebook Custom Audiences to authenticate. Grant Zapier permission to access your account if prompted to. About Facebook Custom Audiences's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts

1 min

Collaborate with members of your account by sharing your Zaps

Published August 20th, 2025 by Owner

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 Zaps directly within the ed

11 Views 1 min

Build Custom Actions faster using the new AI-powered and code builder

Published August 20th, 2025 by Owner

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

12 Views 1 min

How to Get Started with ThriveCart on Zapier

Published August 20th, 2025 by Owner

About ThriveCart's Integration Paid/versioned account: Standard or Pro account Authentication method: OAuth Partner’s documentation: https://support.thrivecart.com/help/creating-your-first-zap/ https://support.thrivecart.com/help-categories/zapier/ Connecting with ThriveCart When you start creating a ThriveCart Zap, you will be asked to connect your

1 min

How to Get Started with Google Tasks

Published August 20th, 2025 by Owner

To get started with Google Tasks, first click to add a Google Tasks account in your zap. Next, you'll name this Google Tasks account. Note: This name is only for identifying the account inside Zapier, it will not automatically try to add a specific Google Tasks account. You should then get a pop-up window from Google Tasks asking you to log-in to au

1 min

Replay Zap runs

Published August 20th, 2025 by Owner

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 Zaps Replay entire Zap run Replay errored Zaps When a Zap errors due to a stopped status, you can manually replay it or let Zapier automatically replay it for you. Manual replay Available on plans: Free Pro T

20 Views 2 min

Slack error: Nothing can be found for the search

Published August 20th, 2025 by Owner

When using Slack’s search action in your Zaps, 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.

11 Views 1 min

Common Problems with Constant Contact

Published August 20th, 2025 by Owner

I'm getting an error that a contact already exists in Constant Contact, but I know it's not in that list. Constant Contact identifies duplicates at the account level so you may see this error even if the contact is in another list. If you'd like to move that contact to a different list in your Constant Contact account, you can update the contact ins

1 min

Big changes to Zapier Agents and planned maintenance

Published August 20th, 2025 by Owner

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

23 Views 1 min

Power up your Professional plans: static IP addresses are now available!

Published August 20th, 2025 by Owner

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

18 Views 1 min

Improved search in Zapier!

Published August 20th, 2025 by Owner

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

1 min

Google Sheets error: requested entity was not found

Published August 20th, 2025 by Owner

When using any Google Sheets action in your Zaps, 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 is

1 min

Use AWS Lambda to send data to your pre-built function

Published August 20th, 2025 by Owner

This is the Invoke Function action. This presumes you have a pre-built function that you just want Zapier to invoke with some special arguments or data we provide from a trigger. Return data is ignored. Invoking a Lambda function from Zapier is simple. First select your region, and choose the function to invoke: Then, provide the arguments that you

11 Views 1 min

ChatGPT (OpenAI) error: Not enough tokens available to send the assistant message and the user message

Published August 20th, 2025 by Owner

Symptoms When using the ChatGPT (OpenAI) Conversation action, you see an error message stating, "Not enough tokens available to send the assistant message and the user message." You will see this error in the Zap editor when you test your ChatGPT(OpenAI) step or in Zap history after your Zap runs.  Causes This error happens when the token limit of t

10 Views 1 min

Import packages in Zapier Functions

Published August 20th, 2025 by Owner

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 follow

13 Views 1 min

How to get started with Chatbase on Zapier

Published August 20th, 2025 by Owner

Connect to Chatbase on Zapier Chatbase uses API keys to authenticate your account on Zapier. Required authentication fields API Key Display name Additional authentication instructions Your API Key can be found at the bottom of your Chatbase account.  Learn more about authenticating your Chatbase account in Zapier. About Chatbase's app Are self-hoste

10 Views 1 min

Common problems with Unbounce on Zapier

Published August 20th, 2025 by Owner

I'm not able to see all my fields from my Unbounce form When a new field is added to an Unbounce form, you'll need to publish the page and submit the new form at least once. Zapier will then be able to find a form submission that includes this new field. The client isn't showing up in the dropdown to select when setting up a Zap. Check your permissi

1 min

Pipedrive error: Neither an Organization nor a Person were provided

Published August 20th, 2025 by Owner

When using Pipedrive’s Create Lead action, you get the error “Neither an Organization nor a Person were provided”. You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when the Person and Organization fields are mapped with fields containing text instead of IDs. How to fix it To fix it:

1 min

Common Problems with PostgreSQL

Published August 20th, 2025 by Owner

Existing columns causing an error when using Custom Query Double-check if your column names contain any uppercase characters. This will cause an error, as by default they are converted to lowercase. To fix your query, you’ll need to wrap the column name in double quotes. In the example below, you’ll want to put double quotes around the column named

12 Views 1 min

Google Sheets error: “the app returned” “the caller does not have permission”

Published August 20th, 2025 by Owner

When you use a create or update action in Google Sheets, you see an error message of "the app returned” “the caller does not have permission". This happens when testing the Zap or if the Zap is live. Causes This happens if you do not have sufficient permissions to edit a spreadsheet. How to fix it To fix this: Open the Google Sheet spreadsheet you w

1 min

Customize Zap history retention in Zapier

Published August 20th, 2025 by Owner

Available on plans: Free Pro Team Enterprise By default, Zapier will retain Zap history for 30 days. On the Enterprise plans, owners and admins can customize retention settings and delete Zap history after a certain amount of time. Zap history retention can be as long as 60 days. Enterprise plans can customize retention to as low as 7 days. Zap hist

18 Views 1 min

Zapier's refund policy will change on August 30, 2024

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. On August 30, 2024, Zapier subscriptions will no longer be refundable, subject to applicable local law. We received feedback that the policy was confusing and could lead to inconsistent outcomes. Our updated pol

1 min

Formatter error: Invalid Syntax: Only numeric values are allowed

Published August 20th, 2025 by Owner

Symptoms When using Formatter’s Number transform Perform Math Operation in your Zaps, 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 comm

11 Views 1 min

Avoid Slack rate limits with our new features

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We've introduced two new features to improve the reliability of your Zaps using Slack triggers and prevent Slack’s rate limits. New trigger: New Message From Query This polling trigger optimizes API usage by mak

10 Views 1 min

How to Get Started with Teachable on Zapier

Published August 20th, 2025 by Owner

To get started with Teachable on Zapier, first you will need to click to connect your Teachable account to use with your Zap. Next, you'll be asked to enter your Teachable username and password. Click “Continue” and if your login details were correct your Teachable account will now be successfully connected.

1 min

Important notice: SMTP by Zapier tool to discontinue port 25

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. To enhance security, reliability, and performance, we’re deprecating SMTP by Zapier app connections using port 25 starting February 17, 2025. Action required: To avoid disruptions to your workflows: Update any Z

10 Views 1 min

Secure your important data by enabling publishing restrictions (Beta)

Published August 20th, 2025 by Owner

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 Starter Professional Team Company Beta This feature is in closed beta and only available to invited participants. This feature is in active development and may change. Strengthen Your Se

10 Views 1 min

How to get started with Feathery on Zapier

Published August 20th, 2025 by Owner

Connect to Feathery on Zapier Feathery uses OAuth to authenticate your account on Zapier. Log into Feathery to authenticate. Grant Zapier permission to access your account if prompted to. About Feathery's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid Feathery plan required? No   Are any special accoun

1 min

Common problems with Gravity Forms on Zapier

Published August 20th, 2025 by Owner

I’m not seeing my feeds in Gravity Forms Check your Gravity Forms API logs to see if there are any logs for your feeds. Logs will show: The REST API basic authentication and OAuth tests. Whether you’re connecting to the right one in Zapier. A GET request for each connection attempt. A GET request each time Zapier reads your forms. A POST request whe

10 Views 2 min

Common Problems with Campaign Monitor

Published August 20th, 2025 by Owner

My campaign doesn't appear as an option in the dropdown Only sent campaigns can be selected. Draft campaigns won't appear in the dropdown until they are sent to at least one recipient. In order to select a campaign from the dropdown, it must be in Sent status in Campaign Monitor first. "Must supply a valid HTTP Basic Authorization header" error when

1 min

How to get started with BigCommerce on Zapier

Published August 20th, 2025 by Owner

Connect to BigCommerce on Zapier BigCommerce uses session auth to authenticate your account on Zapier. Required authentication fields Store hash Access token About BigCommerce's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts   Is a paid BigCommerce plan required? Yes View BigCommerce's plans. Are any special account pe

1 min

Webhooks: How to fix SSL certificate failures in Zaps

Published August 20th, 2025 by Owner

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

1 min

Gmail app restrictions have been removed for personal Gmail accounts

Published August 20th, 2025 by Owner

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 an update to the Gmail app on Zapier! Now, both personal and business Gmail accounts can integrate seamlessly with all of our 6000+ apps without any restrictions.  Previously connecte

11 Views 1 min

What HTML tags are supported in Gmail?

Published August 20th, 2025 by Owner

Not all HTML tags are supported in Gmail actions. Below is a list of supported and unsupported tags. If an unsupported tag is added to the body of the email, it will not be sent with the message. Supported HTML tags <a> <abbr> <acronym> <address> <area> <b> <bdo> <big> <blockquote> <br> <

11 Views 1 min

Add delays to Zaps

Published August 20th, 2025 by Owner

Available on plans: Free Pro Team Enterprise Delay is a tool that allows you to put your Zap on hold for a specified amount of time before your actions run. You can use delays to set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline. Using this tool doesn't count towards your

32 Views 3 min

More time to fix Zaps that error

Published August 20th, 2025 by Owner

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 Zaps 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

1 min

Validate your Tax ID in real time

Published August 20th, 2025 by Owner

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

10 Views 1 min

Set up single sign-on with SAML

Published August 20th, 2025 by Owner

Available on plans: Free Pro Team Enterprise 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

12 Views 7 min

Request to add a new app to Zapier

Published August 20th, 2025 by Owner

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. Zapie

11 Views 1 min

My interface's managed users list disappeared

Published August 20th, 2025 by Owner

Symptoms In your interface’s Access & User settings, there are no users in your managed user list.   Causes This happens if you switch from the Managed users only (legacy) option to the Managed users only (new) option in your Access & User settings.   How to fix it You can recover your list by selecting the Managed users only (legacy) option

13 Views 1 min

HubSpot error: Nothing could be found for the search

Published August 20th, 2025 by Owner

When using a HubSpot search action in your Zaps, you get the error message "Nothing could be found for the search." You’ll see this error in the details of a Zap run in your Zap's history. The object you are searching for may exist in HubSpot. Causes This happens when: The object you are searching for does not exist in HubSpot. The search criteria f

1 min

HubSpot error: Object not found. objectId are usually numeric

Published August 20th, 2025 by Owner

When using a HubSpot update action in your Zaps, you get the error message "Object not found. objectId are usually numeric." You’ll see this error in the details of a Zap run in your Zap's history.  Causes This happens when the value in the Object ID field contains text, such as an email address or the name of a deal. This field in HubSpot accepts n

1 min

How to Get Started with ClickSend SMS on Zapier

Published August 20th, 2025 by Owner

To get started with ClickSend SMS on Zapier, first you will need to click to connect your ClickSend SMS account to use with your Zap. Next, you'll be asked to enter your ClickSend SMS username and API Key. You can find your API key on your ClickSend account here. Click “Continue” and if your details were correct your ClickSend SMS account will now b

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App update: Notion, Zoho Bookings, KonnektiveCRM, StreetText, and many more

Published August 20th, 2025 by Owner

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 work

8 min

How to get started with DocsBot AI on Zapier

Published August 20th, 2025 by Owner

Connect to DocsBot AI on Zapier DocsBot AI uses API keys to authenticate your account on Zapier. Required authentication fields DocsBot API Key Team ID Bot ID Additional authentication instructions Getting your API key. Learn more about authenticating your DocsBot AI account in Zapier. About DocsBot AI's app Are self-hosted or cloud-hosted accounts

1 min

App updates: Discord, Shopify, Microsoft Dynamics 365 CRM, Google Ads, Google Workspace Admin, and more

Published August 20th, 2025 by Owner

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 support

1 min

Use the Zapier Chrome extension

Published August 20th, 2025 by Owner

The Zapier Chrome extension lets you create, send, and retrieve information, and run Zaps right from your browser. Note At this time, the Zapier extension is only available on the Google Chrome browser. 1. Install the Zapier Chrome extension Go to the Zapier Chrome extension page in the Chrome web store. In the upper right, click Add to Chrome. In t

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App update: Constant Contact, Dropbox, Eventbrite, Intercom, and many more

Published August 20th, 2025 by Owner

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 Lis

4 min

Common Problems with Google Drive

Published August 20th, 2025 by Owner

My Zap doesn't create a text file and doesn't copy over the folder. Likely you aren't selecting a file field from the trigger service. On Set Up Template, you must make sure to select a file field for the file if you want anything other than a text file to be created. In the absence of a file, Zapier creates a text file with the contents of the file

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How to Get Started With Amazon CloudWatch

Published August 20th, 2025 by Owner

You'll need to create an IAM user which has limited permissions, for Zapier to use. Create Security Credentials by Adding a New Zapier User to IAM To add a CloudWatch account to Zapier, you should follow these instructions. They will walk you through setting up a user in IAM and adding that account to Zapier. Remember that you want to select CloudWa

1 min

Track TikTok Conversions for free with Zapier

Published August 20th, 2025 by Owner

Beginning April 14, 2025, when you use the TikTok Conversions app in a Zap, action steps will not count toward your task usage. Action steps that use other apps will still count towards your task usage. This means you can use Send Lead Event action for free, up to a maximum of 100,000 tasks per Zapier account . All other plan features, including rat

1 min

Custom error handling is now generally available

Published August 20th, 2025 by Owner

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 Zaps runs if they encounter errors. Learn more about custom error handling.

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Common problems with Trello on Zapier

Published August 20th, 2025 by Owner

How do I format my Trello cards? To format your Trello cards use Markdown syntax. Not all activities are triggering my Zap If you're using the New Activity or New Comment in Card triggers, you'll need to select a board to monitor. Not selecting a board means that only activities (or comments) that you created will be triggered. With a board selected

2 min

Seamlessly review your Zap run details directly within the editor

Published August 20th, 2025 by Owner

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!

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ChatGPT (OpenAI) error: chat model not supported in v1/completions endpoint

Published August 20th, 2025 by Owner

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 mo

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Share a template of your Zap

Published August 20th, 2025 by Owner

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 t

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Visual editor now generally available

Published August 20th, 2025 by Owner

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 Zaps more accessible. Easily understand what's happening i

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Why did Zapier charge my credit card?

Published August 20th, 2025 by Owner

Zapier's paid plans charge a monthly subscription fee. 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. If you're not sure who signed up for a Zapier account, check in with your team. Typically, a Zapier account is created by someone on your support, marketin

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Quickly review Zap information from your Zap folder

Published August 20th, 2025 by Owner

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

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Fine-tune your Zap setup with editable trigger test records

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. E dit values in your trigger test records so you can ensure you have the exact data you need when building your Zaps. With editable trigger test records, you can: Easily modify trigger test record data, without

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You can now use formulas with your Zapier Tables fields!

Published August 20th, 2025 by Owner

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 func

1 min

Check out the latest updates to the publishing restrictions feature!

Published August 20th, 2025 by Owner

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 Zaps t

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Common Problems with Webflow on Zapier

Published August 20th, 2025 by Owner

I'm getting 400 or 404 errors This is likely because you renamed your site/form and the slugs/names are different. To fix this, reselect the forms/sites in your trigger and try again. My Zap is not triggering anymore Depending on your Webflow plan, there's a limit to the number of webhook requests. If you reach this limit, the Zap will no longer be

1 min

Common Problems with PayPal

Published August 20th, 2025 by Owner

How do I use line items with PayPal? To use line items in Zapier, you'll usually want to ensure that both the trigger and the action you're using have line item support on Zapier: In Zapier's PayPal integration, the “New Successful Sale” trigger offers line item support. If you want to learn more about how line items work, read our Guide to Line Ite

2 min

How to Get Started With Amazon CloudFront

Published August 20th, 2025 by Owner

You'll need to create an IAM user which has limited permissions, for Zapier to use. Create Security Credentials by Adding a New Zapier User to IAM To add a CloudFront account to Zapier, you should follow these instructions. They will walk you through setting up a user in IAM and adding that account to Zapier. Remember that you want to select CloudFr

1 min

Common Problems with Acuity Scheduling

Published August 20th, 2025 by Owner

My Appointment Start trigger isn't firing! This trigger can only fire once per appointment. So, if your Zap fires, and then your appointment gets rescheduled, it won't fire again for the new appointment time. To check if an appointment has been rescheduled, click on that appointment in your Acuity calendar, and "view changes & notifications sent

1 min

Data privacy in Zapier for Team accounts

Published August 20th, 2025 by Owner

With Zapier for Team, you can create an account for you and your co-workers to share Zaps and connected accounts, and you can do this all while preserving the privacy of your data within your company. Learn how data privacy and security works for your Zapier for Team account. Data access in private and shared folders Data access differs depending on

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Google sheets runs faster than ever!

Published August 20th, 2025 by Owner

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. 

1 min

Airtable error: Nothing can be found for the search

Published August 20th, 2025 by Owner

When using an Airtable search action in your Zaps, you get the error message “Nothing could be found for the search.” You’ll see this error in the details of a Zap run in your Zap’s history.  Causes This happens when: The record you are searching for does not exist in Airtable or another Zap that should’ve created it has not created it yet. The sear

1 min

Use Projects to organize assets from across Zapier products into workflows

Published August 20th, 2025 by Owner

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

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How to Get Started with Greenhouse on Zapier

Published August 20th, 2025 by Owner

When you start creating a Greenhouse Zap, you will be asked to connect your Greenhouse account. Next, you'll be asked to enter your Greenhouse API key. To locate your API Key in your Greenhouse account, please follow these steps: To get an API key from your Greenhouse account: Go to Configure > Dev Center > API Credential Management Click Crea

1 min

How to get started with Google Forms on Zapier

Published August 20th, 2025 by Owner

Google Forms and Zapier make it easy to automate tasks after a form is submitted. The integration uses triggers for new responses to automatically create, find, or update data in other apps. Prerequisites To use the Google Forms app on Zapier, you must have:  A Google account with access to Google Forms. Connect Google Forms to Zapier To create an a

1 min

Google Sheets error: Unable to get a value when looking for "responses". Is it empty or missing?

Published August 20th, 2025 by Owner

When using the Google Sheets Update Spreadsheet Row(s) action, you see the error message "Unable to get a value when looking for "responses". Is it empty or missing?".  This error will appear in the Zap editor when testing Zap steps or in Zap history after your Zap runs. The Zap run status will display as stopped. Causes This happens when: The row n

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Google Sheets: Zap is creating duplicate rows

Published August 20th, 2025 by Owner

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 to

1 min

Use conditional logic to filter and split your Zap workflows

Published August 20th, 2025 by Owner

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 Zaps. Available on plans: Free Professional Team

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LinkedIn Ads: fields no longer receive values

Published August 20th, 2025 by Owner

When using one of the LinkedIn Ads triggers in your Zaps,  expected values are not being received, causing your Zap to error.  Causes This issue happens when you change the name of one or more fields in your LinkedIn form. As a result, other Zap steps can no longer recognize the mapped field.  How to fix it To fix this: Go to your affected Zap. In t

1 min

Set up your Email Parser account in Zapier

Published August 20th, 2025 by Owner

Email Parser by Zapier allows you to send emails to your custom "@robot.zapier.com" address and extract any data. This is a really handy app to use there is data in your emails that you wish to use as a trigger. Or alternatively, if an app you use doesn't have an integration on Zapier, but the data you need to work can be sent to you via email. It w

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Common Problems with Microsoft Exchange

Published August 20th, 2025 by Owner

Does Microsoft Exchange need any special plan pricing? You would need to either have an Office 365 subscription, a Microsoft live.com account with Outlook or individual purchase of Microsoft Exchange Online subscriptions. On-premises Exchange servers are not supported. Can I connect a self-hosted or third party-hosted version of Microsoft Exchange?

1 min

Common Problems with PandaDoc on Zapier

Published August 20th, 2025 by Owner

If you have several workspaces in your PandaDoc account, you will see sample templates from the workspace you connected to Zapier at the 3rd step "Connect PandaDoc + Zapier" If you have multiple pricing tables in a document, products from the pricing tables will show up in different arrays (like in different fields). In order to pass all products in

1 min

App updates: Telegram, Microsoft SharePoint, Shopify, LinkedIn Ads, and Asana

Published August 20th, 2025 by Owner

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 ava

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How to get started with Jotform on Zapier

Published August 20th, 2025 by Owner

Jotform and Zapier connect to automate form workflows. You can trigger actions when new submissions are received and create new submissions or assign forms. Prerequisites To use the Jotform app on Zapier, you must have: A Jotform account (free Starter plan or any paid plan).  At least one published form in your Jotform account to connect. Connect Jo

1 min

Gmail error: To send a message, it needs at least one To, Cc or Bcc address

Published August 20th, 2025 by Owner

When using Gmail’s Send Email or Reply to Email action in your Zaps, you see the error message "To send a message, it needs at least one To, Cc or Bcc address". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: The mapped field from the previous step in either the To, Cc, or Bc

1 min

Monitor your Team or Enterprise account

Published August 20th, 2025 by Owner

Available on plans: Free Pro 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 inv

1 min

See your entire workflow in a single view with the Visual Editor (Beta)

Published August 20th, 2025 by Owner

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 a

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Compare dates and times in Zaps

Published August 20th, 2025 by Owner

Available on plans: Free Pro 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 ava

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How to Get Started with Mailchimp Transactional

Published August 20th, 2025 by Owner

About Mailchimp Transactional's Integration What kind of authentication does Mailchimp Transactional use? Mailchimp Transactional uses API keys. Do I need a paid Mailchimp Transactional account to use Mailchimp Transactional with Zapier? Transaction Email is included with Standard plans and higher. Read more about adding Transaction Email to your ac

1 min

Common Problems with SurveyMonkey

Published August 20th, 2025 by Owner

I'm getting an error telling me I need to upgrade my Survey Monkey plan to an annual subscription. The "New Response Notification with Answers" trigger will require you to have any Annual paid plan with Survey Monkey. This includes the Standard Annual, Advantage and Premier plan, which are all annual subscription plans that Survey Monkey offer. This

1 min

Common Problems with Google Contacts

Published August 20th, 2025 by Owner

Referenced group does not belong to the same user This error occurs when trying to manipulate contacts in a group you don't have ownership of. To change ownership, you'll need to do the following: Once in the delegation settings, you'll need to make sure you're the owner there. Zapier didn't transfer all my contacts! Google Contacts will only return

1 min

Easily format your data using AI (Beta)

Published August 20th, 2025 by Owner

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 y

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App monthly roundup June 2025

Published August 20th, 2025 by Owner

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 acco

2 min

App update: Notion, Zoho Bookings, Konnektive CRM, StreetText, mailXpert and many more

Published August 20th, 2025 by Owner

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

8 min

Use even more Zapier apps without using your plan's tasks!

Published August 20th, 2025 by Owner

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 Zaps, they will no longer count toward

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Why does Zapier need access to my app account?

Published August 20th, 2025 by Owner

In order for Zapier to create any automation for you, it needs to have permissions to access your data within your app account. This then enables Zapier to carry out any actions on your behalf through your Zaps, whether this is creating, searching for, or updating an element within your app.

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Why was my payment declined?

Published August 20th, 2025 by Owner

If we can’t charge your account, the system will retry up to three times after the initial failed attempt, every 72 hours, and let you know about these issues through an email notification. Your Zaps will continue running during this period. You can also retry a declined payment at any time. To retry a payment: Go to Billing and usage . In the Payme

1 min

Build advanced workflows using code and APIs

Published August 20th, 2025 by Owner

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 Jav

1 min

ChatGPT (OpenAI) error: [insufficient_quota] You exceeded your current quota, please check your plan and billing details

Published August 20th, 2025 by Owner

When using either the ChatGPT (OpenAI) app, you see an error message stating, "[insufficient_quota] You exceeded your current quota, please check your plan and billing details." This error happens when testing the Zap step or in Zap history after your Zap runs. Causes This error happens when: You do not have an OpenAI API subscription setup in your

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Rename, reconnect, and test your app connections from the Zap editor

Published August 20th, 2025 by Owner

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

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Save time with reusable variables

Published August 20th, 2025 by Owner

It’s tedious to enter the same value into a Zap or multiple Zaps 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

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Custom error handling is more powerful now with conditional logic

Published August 20th, 2025 by Owner

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

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How to get started with Follow Up Boss on Zapier

Published August 20th, 2025 by Owner

Follow Up Boss and Zapier help automate your real estate CRM tasks. You can use triggers like new contacts or deal updates to automatically create tasks, add notes, or apply action plans. Prerequisites To use the Follow Up Boss app on Zapier, you must have:  A paid Follow Up Boss account. Correct permission level to the information you need. Access

2 min

Maximize efficiency with updated webhook behaviour

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Previously, all Webhook by Zapier triggers returned a 200 response, regardless of whether there was a Zap behind the webhook or if the Zap was on or off. This is now changing for static webhook URLs, specificall

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Zapier Tables error: Nothing can be found for the search

Published August 20th, 2025 by Owner

Symptoms When using a Zapier Tables search action in your Zaps, you get the error message “Nothing could be found for the search.” You’ll see this error in the details of a Zap run. Causes This happens when: The record you are searching for does not exist in the table, or another Zap that should create it has not yet created it. The search criteria

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How to get started with Kit on Zapier

Published August 20th, 2025 by Owner

Kit and Zapier connect to automate your email marketing. You can trigger actions when new subscribers join and add subscribers to forms or sequences. Prerequisites To use the Kit app on Zapier, you must have: An active Kit account (free Newsletter plan or any paid plan). Connect Kit to Zapier To create an app connection to Kit on Zapier:  Go to the

1 min

How to transfer ownership of your Team or Enterprise account

Published August 20th, 2025 by Owner

Only the account owner can transfer ownership of a Team or Enterprise account: Go to your Organization page. In the Account o wner 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

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Google Sheets error: cannot pass range or requested writing within range

Published August 20th, 2025 by Owner

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 funct

1 min

ChatGPT (OpenAI) error: Nothing could be found for the search

Published August 20th, 2025 by Owner

Symptoms When using the ChatGPT (OpenAI) Find Assistant action, you see the error message, "Nothing could be found for the search". You will see this error in the Zap editor when you test your ChatGPT (OpenAI) step or in Zap history after your Zap runs.  Causes This can happen when: You attempt to search for an Assistant created in the Assistant pla

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Email by Zapier error: Sorry! That is too many emails sent. Please try Mandrill, Mailgun, Gmail, or others for bulk email

Published August 20th, 2025 by Owner

Symptoms When using the Send Email action, Zapier might display an error message: “Email by Zapier: Sorry! That is too many emails sent. Please try Mandrill, Mailgun, Gmail, or others for bulk email”. This usually occurs when the Zap is turned on.     Causes This happens when the Email by Zapier app limits the number of emails you can send within a

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Tracking Sub-Zaps is way easier!

Published August 20th, 2025 by Owner

Sub-Zaps 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

1 min

Common Problems with Amazon Alexa on Zapier

Published August 20th, 2025 by Owner

Alexa says: I couldn't find any zaps matching your trigger phrase. Make sure you have a Zap created, turn it on and then try asking Alexa again. Alexa understood when I said my trigger phrase, but couldn’t match it to any of my Zaps. Make sure the trigger phrase Alexa repeated back to you was correct, and that it exactly matches your Zap. If the tri

1 min

How to get started with Kraftful on Zapier

Published August 20th, 2025 by Owner

Connect to Kraftful on Zapier Kraftful uses API keys to authenticate your account on Zapier. Required authentication fields API token About Kraftful's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid Kraftful plan required? Yes View Kraftful's plans. Are any special account permissions required? No   Are

1 min

How to get started with AI21 Labs on Zapier

Published August 20th, 2025 by Owner

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 cr

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Secure your work with CAPTCHAs on Zapier Interfaces

Published August 20th, 2025 by Owner

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 the need for enhanced security and preventing unwanted access. That's why we've introduced our new CAPTCHA feature. It helps protect your Zapier interfaces and form components, ensuring only author

1 min

Google Drive error: Nothing could be found for the search

Published August 20th, 2025 by Owner

When using either of the Google Drive search actions (Find a File or Find Folder) in your Zaps, you see the error message "Nothing could be found for the search". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history.  Causes This happens when:  The mapped field from the previous step in the File Name or Fol

1 min

Share a template of an agent

Published August 20th, 2025 by Owner

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 data integrations.  Beta This product is in open beta. It’s available for use but still in active development and may change. Create a template link F

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Gmail error: Invalid id value

Published August 20th, 2025 by Owner

When using Gmail’s Reply in Email action in your Zaps, you see the error message “Invalid id value". You’ll see this error in the details of a Zap run in your Zap's history. Cause This happens when the Thread field does not contain the thread ID (a series of numbers and letters), but instead contains text such as: Full name. The subject of an email.

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How to get started with Google Chat on Zapier

Published August 20th, 2025 by Owner

Connect to Google Chat on Zapier Google Chat uses OAuth to authenticate your account on Zapier. Log into Google Chat to authenticate. Grant Zapier permission to access your account if prompted to. About Google Chat's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid Google Chat plan required? No   Are any

1 min

Replay an entire Zap run starting from your trigger

Published August 20th, 2025 by Owner

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, inclu

1 min

Restore your Zap to a prior version with version rollback

Published August 20th, 2025 by Owner

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 a

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How to get started with BrandWell on Zapier

Published August 20th, 2025 by Owner

Connect to BrandWell on Zapier BrandWell uses API keys to authenticate your account on Zapier. Required authentication fields API Key Additional authentication instructions Enable the Zapier Integration in BrandWell. Access Settings: Open the BrandWell app and click on the gear icon to access settings.  Navigate to Integrations: From the settings me

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How to Get Started with Xero on Zapier

Published August 20th, 2025 by Owner

About Xero's Integration Admin/owner permissions: Standard or Adviser level rights Paid/versioned account: Paid Custom field support: N/A Partner’s documentation: N/A Connecting with Xero The first thing you'll need to do is connect your Xero Account to Zapier. This is a simple process that we'll start for you when making your first Zap, all you do

1 min

App updates: Pipedrive, Google Contacts, Facebook Custom Audience, ChatGPT, Anthropic (Claude), and many more

Published August 20th, 2025 by Owner

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

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Common Problems With Zoho CRM

Published August 20th, 2025 by Owner

I Cannot Get My Auth Token To Work You will need to create an auth token here: https://www.zoho.com/developer/help/api/using-authentication-token.html. If it still doesn't work, you may also need to contact your ZohoCRM administrator to enable API access. I received an error for "EXCEEDED_MAXIMUM_ALLOWED_AUTHTOKENS" when connecting my account You wi

1 min

How to get started with Zoho Invoice on Zapier

Published August 20th, 2025 by Owner

Connect to Zoho Invoice on Zapier Zoho Invoice uses OAuth to authenticate your account on Zapier. Log into Zoho Invoice to authenticate. Grant Zapier permission to access your account if prompted to. About Zoho Invoice's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only You can still use your Zoho Books account with

1 min

How to get started with Dropbox Sign on Zapier

Published August 20th, 2025 by Owner

Connect to Dropbox Sign on Zapier Dropbox Sign uses basic authentication to authenticate your account on Zapier. Enter your Dropbox Sign username and password to authenticate.  About Dropbox Sign's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid Dropbox Sign plan required? Yes You will need to have a Dr

1 min

Understand your Zapier account

Published August 20th, 2025 by Owner

Your Zapier account gives you access to all the automation features Zapier offers: Zaps, Tables, Interfaces, 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 notificatio

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Add your own knowledge to a chatbot with data sources

Published August 20th, 2025 by Owner

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.  

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How to change values in your workflows

Published August 20th, 2025 by Owner

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 buil

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App updates: Microsoft Dynamics365 Business Central, WhatsApp Notifications, AdRoll, Google BigQuery and more

Published August 20th, 2025 by Owner

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 t

1 min

Common Problems with ActiveCampaign

Published August 20th, 2025 by Owner

ActiveCampaign On-Site Support Right now, Zapier can only be used with ActiveCampaign's hosted version (the one on activecampaign.com). If you are using the on-site (self-installed on your own server) then you will not be able to use Zapier with ActiveCampaign right now. Using multi-select custom fields (e.g., multi-selection list or check boxes) Wh

1 min

How to get started with Flodesk on Zapier

Published August 20th, 2025 by Owner

Flodesk and Zapier work together to automate your email marketing and subscriber lists. You can use triggers like new subscribers to automatically create, update, or manage subscribers across different segments. Prerequisites To use the Flodesk app on Zapier, you must have: A Flodesk account. The app works with both free and paid Flodesk plans. Conn

1 min

How to Get Started with LinkedIn on Zapier

Published August 20th, 2025 by Owner

Connect to LinkedIn on Zapier LinkedIn uses OAuth to authenticate your account on Zapier. Email or Phone Password About LinkedIn's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid LinkedIn plan required? No   Are any special account permissions required? Yes To use the Create Company Update action, you n

1 min

Data storage solutions for your workflows

Published August 20th, 2025 by Owner

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 Zaps do not co

1 min

How to get started with Instagram for Business on Zapier

Published August 20th, 2025 by Owner

Connect to Instagram for Business on Zapier Instagram for Business uses OAuth to authenticate your account on Zapier. Log into Instagram for Business to authenticate. Grant Zapier permission to access your account if prompted to. About Instagram for Business's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a

1 min

How to get started with NetSuite on Zapier

Published August 20th, 2025 by Owner

Connect to NetSuite on Zapier NetSuite uses OAuth to authenticate your account on Zapier. Prior to connecting to Zapier, you must: Install the Zapier Automation SuiteApp View the Zapier Automation SuiteApp in the SuiteApp Marketplace.  Learn more about installing a SuiteApp from the SuiteApp Marketplace. Enable NetSuite API settings Log into NetSuit

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We’ve made Paths even better!

Published August 20th, 2025 by Owner

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 Zaps? Now, you can do even more with Paths! Add fallback paths that will run wh

1 min

Replay keeps getting better!

Published August 20th, 2025 by Owner

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 Zaps.

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How to get started with Glean on Zapier

Published August 20th, 2025 by Owner

Connect to Glean on Zapier Glean uses API keys to authenticate your account on Zapier. Required authentication fields Glean Subdomain Client API Token Additional authentication instructions For Glean non-admins For Glean admins Glean Subdomain To find your Glean Subdomain: Log in to your Glean account at https://app.glean.com. Log out of your Glean

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App Updates: ServiceNow, Microsoft SharePoint, Airtable, and Slack

Published August 20th, 2025 by Owner

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 Zaps you create with ServiceNow, you’ll ne

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Extract data in Zaps

Published August 20th, 2025 by Owner

Available on plans: Free Pro 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

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Formatter: errors importing CSV file

Published August 20th, 2025 by Owner

Symptoms You are using the Import CSV file transform in Formatter and receive one of the following errors when testing or running the Zap: Could not determine delimiter Utf8 coded can't decode byte xxx in position yyyy: invalid continuation byte   Causes The transform could not recognize the delimiter or the encoding of the CSV file.   How to fix it

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Organize your agents in pods

Published August 20th, 2025 by Owner

Beta This product is in open beta. It’s available for use but still in active development and may change. 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 sideba

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How to get started with Calendly on Zapier

Published August 20th, 2025 by Owner

Calendly and Zapier automate your scheduling and event management. You can use triggers like new or canceled events to automatically create one-off meetings or mark an invitee as a no-show. Prerequisites To use the Calendly app on Zapier, you must have:  Requires a Calendly Standard plan or higher. Available on: Standard, Teams, and Enterprise plans

1 min

App updates: Sage Intacct, Looker, Salesloft, and Shopify

Published August 20th, 2025 by Owner

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

1 min

How to get started with Snowflake on Zapier

Published August 20th, 2025 by Owner

Connect to Snowflake on Zapier Snowflake uses OAuth to authenticate your account on Zapier.  Log into Snowflake to authenticate. Grant Zapier permission to access your account if prompted to. Required fields Account Client ID Client Secret Optional fields MFA Token Role Database Warehouse Schema About Snowflake Computing's app Are self-hosted or clo

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Find associated information in HubSpot objects on Zapier

Published August 20th, 2025 by Owner

HubSpot triggers do not contain information about associated objects such as companies. To retrieve this information, use the Find Association search action in your Zaps. This action returns the object IDs of associated contacts, companies, and tickets. You can then use these IDs with the relevant search action to retrieve further details. Set up th

1 min

App monthly round up February 2025

Published August 20th, 2025 by Owner

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 tri

2 min

Fix "Throttled by Zapier" or "Zapier has blocked this task" errors in Zaps

Published August 20th, 2025 by Owner

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, Zapie

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Your canvas can now suggest steps for your process

Published August 20th, 2025 by Owner

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 Zaps, tables, interfaces, or c

1 min

Advanced settings are now available to Professional and Team accounts

Published August 20th, 2025 by Owner

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 Zaps run. Now, we're expanding access to Professional and Team plans too! With autoreplay o

1 min

Easily transfer Zap ownership in bulk

Published August 20th, 2025 by Owner

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 change ownership of a lot of Zaps? Instead of changing ownership of each Zap, one at a time, you can change ownership of multiple Zaps all at once! Now you can: Ensure Zaps keep running: Transfer ownersh

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Domain capture is now generally available

Published August 20th, 2025 by Owner

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.

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Interfaces error: Stripe component cannot collect payments

Published August 20th, 2025 by Owner

Symptoms When you add a new Stripe component to your interface 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 acco

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Common Problems with Google Ads on Zapier

Published August 20th, 2025 by Owner

How do I use Customer Identifiers? Customer Identifier is contact information that you want to use to identify your customers in Google Ads. You can search for customers by using one of the following options: Phone Number Email First, last name, country, and zip code Multiple Identifiers (for advanced users) Learn more in our tutorial for adding and

1 min

Copy your function to use with an LLM

Published August 20th, 2025 by Owner

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 functi

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Use keyboard shortcuts on Zapier Canvas

Published August 20th, 2025 by Owner

Beta This product is in open beta. It’s available for use but still in active development and may change. 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:

1 min

WooCommerce update: new features and enhancements

Published August 20th, 2025 by Owner

The WooCommerce app has seen significant improvements in the last 12 months, focusing on improving capabilities, expanding compatibility with WooCommerce extensions, enhancing performance, and more on Zapier. Here’s a breakdown of these key updates: WooCommerce Memberships: Added support for the WooCommerce Memberships extension, with actions and tr

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Common Problems with Microsoft Dynamics 365 CRM on Zapier

Published August 20th, 2025 by Owner

Getting error on connecting to Dynamics Check if your Microsoft Dynamics is self-hosted. At the moment, Zapier doesn't support self-hosted instances of Dynamics.

1 min

Tailor-made interface login pages with components

Published August 20th, 2025 by Owner

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 Interfaces: the ability to customize the login page your managed users see when they access the interface.  You can now add media, text, and many other componen

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How to get started with Blaze.ai on Zapier

Published August 20th, 2025 by Owner

Connect to Blaze.ai on Zapier Blaze.ai uses API keys to authenticate your account on Zapier. Required authentication fields API key Optional authentication fields Connection name Additional authentication instructions Log into Blaze. Click on your Workspace's avatar in the top left of Blaze. Select Settings. Go to Integrations. Select New Key. Copy

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Can I change Zapier's interface language?

Published August 20th, 2025 by Owner

Zapier is only available in English. If you'd like to use Zapier in a different language, you can use a translation add-on or extension for your browser.  Using browser translation tools Visit your browser's store to search for the translation add-on or extension that works for you. Microsoft Edge: https://microsoftedge.microsoft.com/addons/Microsof

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How to get started with Microsoft Excel on Zapier

Published August 20th, 2025 by Owner

Microsoft Excel and Zapier connect to automate your spreadsheet work. You can trigger actions when new rows are added and create or update rows in worksheets. Prerequisites To use the Microsoft Excel app on Zapier, you must have: A Microsoft 365 Business or Enterprise paid account . Sufficient permissions to view information from spreadsheets and ma

1 min

How to Get Started with Amazon Polly on Zapier

Published August 20th, 2025 by Owner

To get started with Amazon Polly on Zapier, first you will need to click to connect your Amazon Polly account to use with your Zap Next, you'll be asked to enter your Amazon Polly API key. To locate your API Key in your Amazon Polly account, please follow these steps: Log into your AWS Console Create a new Identity, only with Programmatic access: Se

1 min

Discounts for Zapier plans

Published August 20th, 2025 by Owner

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 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 o

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How to get started with QuickBooks Online on Zapier

Published August 20th, 2025 by Owner

Connect to QuickBooks Online on Zapier QuickBooks Online uses OAuth to authenticate your account on Zapier. Log into QuickBooks Online to authenticate. Grant Zapier permission to access your account if prompted to. About QuickBooks Online's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Zapier currently works with

1 min

You can now collect transcripts and start Zaps for chatbot conversations

Published August 20th, 2025 by Owner

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

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Use Google Analytics with Zapier Interfaces

Published August 20th, 2025 by Owner

You can track visits to Interfaces through Google Analytics by adding your Google tracking ID. Add a Google Analytics tracking ID In the left sidebar of your interface, 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

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How to Get Started with WordPress (Legacy)

Published August 20th, 2025 by Owner

The first thing you'll need to do when setting up Zapier with WordPress is give us the information to access your WordPress account. For example, that means your: Blog URL A username A password While not required, we highly recommend using SSL with your blog to ensure the safety of your WordPress login credentials. You can find more information abou

1 min

Start an agent from a Zap

Published August 20th, 2025 by Owner

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. Beta This product is in open beta. It’s available for use but still in active development and may change. Steps To create a Zap that triggers an agent, you

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Zapier AI actions in other apps

Published August 20th, 2025 by Owner

This tutorial refers to AI actions. These are Zapier actions that can only be used through another app. Beta This feature is in open beta release. It’s available for use but still in active development and may change. What are AI Actions? AI actions are a way to embed the power of Zapier in different apps, using AI. AI actions are similar to Zapier

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How to Get Started with Paypal

Published August 20th, 2025 by Owner

About PayPal's Integration Admin/owner permissions: Admin Paid/versioned account: Business Custom field support: No Partner’s documentation: N/A Connecting with PayPal After you've chosen which Paypal Trigger you want to use, you'll need to connect your Paypal Account to Zapier. This is done by saving a certain URL Zapier gives you into your Paypal

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How to Get Started with Square on Zapier

Published August 20th, 2025 by Owner

When you start creating a Square Zap, you will be asked to connect your Square account. You’ll now be asked to log into your Square account (unless you are already logged in). If all steps were successful your Square account will now be successfully connected.

1 min

Use of AI within Zapier

Published August 20th, 2025 by Owner

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 Zaps Workflows that connect your apps to automate repetitiv

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How to get started with Synthesia on Zapier

Published August 20th, 2025 by Owner

Connect to Synthesia on Zapier Synthesia uses API keys to authenticate your account on Zapier. Required authentication fields API Key Additional authentication instructions How to create a Synthesia API Key. Learn more about authenticating your Synthesia account in Zapier. About Synthesia's app Are self-hosted or cloud-hosted accounts supported? Clo

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Custom Actions now support 2,500+ apps!

Published August 20th, 2025 by Owner

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.  To find out if your app is supported, read our Help Center guide. Note This information was accurate at the time of publication. Please

1 min

Call a function from a Zap

Published August 20th, 2025 by Owner

With Zapier Functions, you can connect your function code to a Zap. This allows you to run custom code as a step in your Zap with access to 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. Beta This product is in open b

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How to Get Started with MailerLite Classic on Zapier

Published August 20th, 2025 by Owner

About Mailerlite Classic's Integration Admin/owner permissions: Admin access to get API Key Paid/versioned account: Free or Paid Custom field support: No Partner’s documentation: https://www.mailerlite.com/integrations/zapier Connecting with MailerLite Classic When you start creating a MailerLite Classic Zap, you will be asked to connect your Mailer

1 min

Why is my payment pending? And why can't I change my plan?

Published August 20th, 2025 by Owner

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.

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Create reusable variables to use in Zaps

Published August 20th, 2025 by Owner

Variables are a way to store static values that you can map to other fields in your Zaps. This allows you to reuse the same value anywhere you need it. When you update or delete a variable, Zaps will automatically update its value everywhere it is mapped. Example You have a large number of sales-related Zaps where you need to insert your company web

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How to Get Started with Formstack

Published August 20th, 2025 by Owner

Connect to Formstack on Zapier Formstack uses OAuth to authenticate your account on Zapier. Log into Formstack to authenticate. Grant Zapier permission to access your account if prompted to. About Formstack's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid Formstack plan required? Yes All of Formstack's

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App updates: AWS Lamba, Dropbox, Eventbrite, Facebook Pages, and many more

Published August 20th, 2025 by Owner

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’v

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How to get started with Google Analytics 4 on Zapier

Published August 20th, 2025 by Owner

Connect to Google Analytics 4 on Zapier Google Analytics 4 uses OAuth to authenticate your account on Zapier. Log into Google Analytics 4 to authenticate. Grant Zapier permission to access your account if prompted to. About Google Analytics 4's app Are self-hosted or cloud-hosted accounts supported? Both self- and cloud-hosted accounts   Is a paid G

1 min

Common Problems with Xero on Zapier

Published August 20th, 2025 by Owner

The bank account details and BSB code are sent in the same output field  When creating a contact in Xero the bank account details includes the BSB code. To separate these fields, you can use a Formatter step to split the values into two separate fields. How do I use line items with Xero? To use line items in Zapier, you'll usually want to ensure tha

1 min

Why are old items triggering my Zap?

Published August 20th, 2025 by Owner

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 (th

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Trigger Zaps from weather forecasts

Published August 20th, 2025 by Owner

You can use The Weather to look for or trigger from weather conditions found in Open Weather .  Note Time and date fields are provided in UNIX time. You can convert these to different timestamp formats using the Formatter app. You must enter a latitude and longitude to use The Weather’s triggers and actions. You can use this latitude and longitude f

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Mailchimp error: Invalid Resource - Please provide a valid email address

Published August 20th, 2025 by Owner

When using the Mailchimp Add/Update Subscriber action in your Zaps, you see the error message "Invalid Resource - Please provide a valid email address". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: The mapped field does not contain a valid email address. The mapped field c

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How to get started with HeyGen on Zapier

Published August 20th, 2025 by Owner

Connect to HeyGen on Zapier HeyGen uses API keys to authenticate your account on Zapier. Required authentication fields API Key Additional authentication instructions How to create an HeyGen API Key. Learn more about authenticating your HeyGen account in Zapier. About HeyGen's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted acco

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How to get started with Zoho Show on Zapier

Published August 20th, 2025 by Owner

Connect to Zoho Show on Zapier Zoho Show uses OAuth to authenticate your account on Zapier.  Log into your Zoho Show to authenticate. Grant Zapier permission to access your account if prompted to. About Zoho Show's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid Zoho Show plan required? No   Are any spe

1 min

How to get started with Klaviyo on Zapier

Published August 20th, 2025 by Owner

Klaviyo and Zapier connect to automate email marketing. You can trigger actions when new profiles join lists or events occur and create subscribers or track customer actions. Prerequisites To use the Klaviyo app on Zapier, you must have: An active Klaviyo account (free or paid plan). Add Zapier as an app from Klaviyo's marketplace. Connect Klaviyo t

1 min

How to get started with ClickBank on Zapier

Published August 20th, 2025 by Owner

Connect to ClickBank on Zapier ClickBank uses API keys to authenticate your account on Zapier. Required authentication fields API key Additional authentication instructions Log in to your ClickBank account. Click the Settings tab, then select API Management. Click Create New API Key. Enter a name for the API key. Select al account nicknames that sho

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App monthly round up December 2024

Published August 20th, 2025 by Owner

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”

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Manage your Zapier for Teams account

Published August 20th, 2025 by Owner

The Team plan lets you create a shared account for you and your co-workers. Team 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 Zaps and app connections, making collaboration easier.   Invite users to your Team account Go to your

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Troubleshoot Zapier Manager

Published August 20th, 2025 by Owner

New Zap Error and Zap Turned Off only triggers 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 doesn't trigger Check if email alerts are enabled in your email

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How to get started with Google Business Profile on Zapier

Published August 20th, 2025 by Owner

Connect to Google Business Profile on Zapier Google Business Profile (previously called Google My Business) uses OAuth to authenticate your account on Zapier. Log into Google Business Profile to authenticate. Grant Zapier permission to access your account if prompted to. About Google Business Profile's app Are self-hosted or cloud-hosted accounts su

1 min

How to get started with Workday on Zapier

Published August 20th, 2025 by Owner

Connect to Workday on Zapier Workday uses OAuth to authenticate your account on Zapier. Required authentication fields Client ID Client Secret Base URL Tenant Token Endpoint Authorization Endpoint Additional authentication instructions When registering an API client, enter your redirection URL as https://zapier.com/dashboard/auth/oauth/return/App214

1 min

Troubleshooting your Zaps just got easier!

Published August 20th, 2025 by Owner

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 Zaps 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 th

1 min

How to get started with Facebook Pages

Published August 20th, 2025 by Owner

Connect to Facebook Pages on Zapier Facebook Pages uses Oauth to authenticate your account on Zapier. Log into Facebook Pages to authenticate. Grant Zapier permission to access your account if prompted to. About Facebook Pages's app Are self-hosted or cloud-hosted accounts supported? N/A   Is a paid Facebook Pages plan required? No   Are any special

1 min

Common Problems with Greenhouse on Zapier

Published August 20th, 2025 by Owner

Does Greenhouse need any special plan pricing? https://www.greenhouse.io/pricing Your contract is priced based on the size of your company. Talk to an Account Executive for a custom quote.

1 min

Restricted actions is now in open beta

Published August 20th, 2025 by Owner

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

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Gmail error: The app returned "Unauthorized"

Published August 20th, 2025 by Owner

When using any Gmail’s actions in your Zaps to send an email with an attachment, you see the error message "Unauthorized". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when your file URL in the Attachment field is not downloadable or publicly accessible. How to fix it To fix thi

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How to get started with Front on Zapier

Published August 20th, 2025 by Owner

Connect to Front on Zapier Front uses Oauth to authenticate your account on Zapier. Log into Front to authenticate. Grant Zapier permission to access your account if prompted to. About Front's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts   Is a paid Front plan required? Yes You'll need to be on the Growth or higher p

1 min

Use a dynamic filter with checklists on Zapier Interfaces

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier Interfaces has a brand new feature: dynamic filtering for the Checklist component. Now, beyond the Table and Kanban components, you can use this feature with the Checklist component to ensure that only th

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How to Get Started with EveryAction on Zapier

Published August 20th, 2025 by Owner

About EveryAction's Integration What kind of authentication does EveryAction use? EveryAction uses API Keys. Do I need a paid EveryAction account to use EveryAction with Zapier? You need a paid EveryAction plan to use EveryAction with Zapier. Plans are based on purchasing a package which requires conversations with an account executive. https://www.

1 min

Use a static IP address to connect to Zapier

Published August 20th, 2025 by Owner

Available on plans: Free Pro Team Enterprise 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. Apps that support static IP address Static

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Domain capture now supports Google Single Sign-On (SSO)

Published August 20th, 2025 by Owner

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-u

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Jotform values are missing or incorrect

Published August 20th, 2025 by Owner

There are several settings that can cause your Jotform values to appear incorrect or not appear at all. Please check the following settings: Europe datacenter If you see blank values or values like “N/A” and your Jotform account is not based in the United States, you may need to change your Jotform settings. In Jotform, go to your data settings. Cle

1 min

How to Get Started with Podio

Published August 20th, 2025 by Owner

About Podio's Integration What kind of authentication does Podio use? Podio uses OAuth. Do I need a paid Podio account to use Podio with Zapier? You don’t need a paid Podio plan to use Podio with Zapier. But, free Podio plans have a 500 item limit. Do I need special account permissions in Podio to use Podio with Zapier? There aren't any specific Pod

1 min

Better notifications settings!

Published August 20th, 2025 by Owner

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 Zaps, and reduce noise with smart delivery options. Stay informed about what matters while reducing unnecessary notifications. Consolidated notific

1 min

Common Problems with Smartsheet

Published August 20th, 2025 by Owner

Zap is not triggering from new rows of data If the Smartsheet connected to the Zap is currently active, new rows added to a Smartsheet won't trigger the Zap. To trigger from these newly added rows of data, you will either have to: Choose another sheet to make the current sheet inactive Close the Active sheet My "Updated Row" trigger is triggering wa

2 min

Expand your workflows by using more paths

Published August 20th, 2025 by Owner

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 workf

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Common Problems with Wave on Zapier

Published August 20th, 2025 by Owner

Error Message: "INVALID: Transaction line items in the transaction currency are over balanced." There are a few scenarios where this error appears when using the action "Record Sales": If the "Sales Tax Amount" field contains a value, then "Sales Tax Abbreviation" must also contain a value and vice versa. If the "Processing Fee Amount" field contain

1 min

Introducing a shiny new Zaps page!

Published August 20th, 2025 by Owner

We’ve overhauled the Zaps page with a clean, sleek new design. It’s even easier to view and manage your Zaps overhaul. We’ve introduced: Advanced filtering: it’s easier to find what you’re looking for. New sorting capabilities: view your Zaps and folders the way you want to. Nested subfolders: view your folders right where they live. Separate Zaps a

1 min

Easily find Zaps by the URL used in Webhooks by Zapier steps

Published August 20th, 2025 by Owner

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 Zaps 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 t

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Two new templates for AI by Zapier!

Published August 20th, 2025 by Owner

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.

1 min

How to get started with Taptiq on Zapier

Published August 20th, 2025 by Owner

Connect to Taptiq on Zapier Taptiq uses API keys to authenticate your account on Zapier. Required authentication fields Zapier API Key Additional authentication instructions Log into Taptiq admin page. Go to the Integrations menu. Click Zapier.  Click Enable Zapier integration. Copy the API Key from the corresponding field (use copy button on the ri

1 min

How to get started with Keap on Zapier

Published August 20th, 2025 by Owner

Keap and Zapier connect to automate your CRM work. You can trigger actions when new contacts are added and create or update contacts and apply tags. Prerequisites To use the Keap app on Zapier, you must have: An active Keap account. Connect Keap to Zapier To create an app connection to Keap on Zapier: Go to the Apps page. Click + Add connection. A n

2 min

How to get started with Mailchimp on Zapier

Published August 20th, 2025 by Owner

Mailchimp and Zapier connect to automate email marketing. You can trigger actions when new subscribers join and add people to audiences or create campaigns. Prerequisites To use the Mailchimp app on Zapier, you must have: An active MailChimp account (any plan including the free plan).  Connect Mailchimp to Zapier To create an app connection to Mailc

2 min

Import CSV files into Zaps

Published August 20th, 2025 by Owner

Available on plans: Free Pro 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 C

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Advanced fields for ChatGPT (OpenAI)

Published August 20th, 2025 by Owner

When using ChatGPT (OpenAI) in your Zaps, you can adjust the parameters of the large language model (LLM) to improve its results. You can adjust these parameters: Temperature Maximum Length Top P Temperature Temperature allows you to increase the model’s randomness level. Lowering the temperature results in less random responses, best suited for tas

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Zaps are missing from your account

Published August 20th, 2025 by Owner

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 Zaps 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,

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Add private apps to your allowed list

Published August 20th, 2025 by Owner

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.

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How to get started with Docusign on Zapier

Published August 20th, 2025 by Owner

Connect to Docusign on Zapier Docusign uses OAuth to authenticate your account on Zapier. Log into Docusign to authenticate. Grant Zapier permission to access your account if prompted to. About Docusign's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid Docusign plan required? No   Are any special accoun

1 min

How to get started with Oracle Eloqua on Zapier

Published August 20th, 2025 by Owner

Connect to Oracle Eloqua on Zapier Oracle Eloqua uses OAuth to authenticate your account on Zapier. Log into Oracle Eloqua to authenticate. Grant Zapier permission to access your account if prompted to. About Oracle Eloqua's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid Oracle Eloqua plan required? Ye

1 min

See more in Alerts!

Published August 20th, 2025 by Owner

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 Zaps, 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

1 min

App update: Freshsales Suite, BHuman, Push by Technulus, Front, and more

Published August 20th, 2025 by Owner

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 follo

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Split up trigger data in Zaps

Published August 20th, 2025 by Owner

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 t

1 min

Common Problems with SMTP on Zapier

Published August 20th, 2025 by Owner

Can I send HTML messages with a zap using SMTP? Yes! To do this, you add the HTML version of your email to the "HTML Body" field on your Zap template. You need to do this in addition plain text version of your body. The plain text version is then a fall back if the receiving client can't accept HTML. For tips on writing HTML, check out W3 Schools he

1 min

How to get started with Microsoft OneDrive on Zapier

Published August 20th, 2025 by Owner

Connect to Microsoft OneDrive on Zapier Microsoft OneDrive uses OAuth to authenticate your account on Zapier. Log into Microsoft OneDrive to authenticate. Grant Zapier permission to access your account if prompted to. About Microsoft OneDrive's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid Microsoft O

1 min

Copy and paste steps between Zaps

Published August 20th, 2025 by Owner

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 Zaps, you can now copy and paste that step or path across different Zaps. (This is in addition to being able to duplicate and reorder

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How to Get Started with Constant Contact

Published August 20th, 2025 by Owner

The first thing you'll need to do to get started with hooking up Constant Contact with Zapier and hundreds of other services is to add your Constant Contact Account to Zapier. Click to add a Constant Contact account in your Zap. Next you will give your new Account a name or label, which is just a handy name for you to recognize within Zapier. It doe

1 min

You can now add embeds to an interface!

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier Interfaces now enables you to seamlessly embed external content right into your pages. Whether it's a walkthrough video, interactive elements, or dynamic content, integrating external resources has never

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Common Problems with ClickFunnels on Zapier

Published August 20th, 2025 by Owner

New Contact Activity is triggering on the same contact activity Because of how the funnel flow mechanism inside ClickFunnels functions, every time a contact moves to a new step in your funnel, it will fire your Zap. To prevent this, make sure to specify the exact funnel step in the trigger setup. Contact activity from the wrong funnel is triggering

1 min

How to Get Started with Box

Published August 20th, 2025 by Owner

About the Box Integration Admin/owner permissions: None known Paid/versioned account: Box's Zapier integration is available to users on all of Box's plans Authentication method: OAuth Custom field support: No Connecting with Box The first thing you'll need to do to get started with hooking up Box with Zapier and hundreds of other services is to add

1 min

Easily compare versions of your Zap

Published August 20th, 2025 by Owner

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 Zaps.

1 min

How to Get Started with Engage on Zapier

Published August 20th, 2025 by Owner

About Engage's Integration What kind of authentication does Engage use? Engage uses API Keys. Do I need a paid Engage account to use Engage with Zapier? You don't need a specific Engage plan to use Engage with Zapier. Do I need special account permissions in Engage to use Engage with Zapier? There aren't any specific Engage account permissions to co

1 min

Easily review your Zap’s change history from within the editor!

Published August 20th, 2025 by Owner

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 si

1 min

Action required for Calendly (1.0.2) users

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Calendly is updating to a new app version, which brings several enhancements:  Enhanced security: Connect to Calendly using OAuth for a more secure experience. This replaces the previous API Key method. New trig

1 min

Introducing end to end Zap testing

Published August 20th, 2025 by Owner

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.

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Enhanced data analysis with summary formulas

Published August 20th, 2025 by Owner

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

1 min

How to get started with Clarifai on Zapier

Published August 20th, 2025 by Owner

Connect to Clarifai on Zapier Clarifai uses API keys to authenticate your account on Zapier. Required authentication fields Personal Access Token (PAT) Optional authentication fields User ID Additional authentication instructions Create Personal Access Tokens in Clarifai. Complete the User ID field if you're using an API token for your whole organis

1 min

Common Problems with HubSpot

Published August 20th, 2025 by Owner

Timeout or memory errors On rare occasions HubSpot can return a lot of data which can clog up our system, in those cases we recommend removing a few fields from the Additional Properties to Retrieve field. Trigger for New Form Entry does not have all my fields Right now the HubSpot API does not support all fields for the new form entry. This is a kn

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Choose your Zaps' flood protection limit

Published August 20th, 2025 by Owner

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:

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Common Problems with Thinkific on Zapier

Published August 20th, 2025 by Owner

A Note On Bundles, Courses, and the "New Full Enrollment" Trigger When a Course is added to a Bundle, all Users who are subscribed to a Bundle will be automatically Enrolled in the Course. One note to keep in mind is that this means that any Zaps powered by the "New Full Enrollment" Trigger will run for each User subscribed to that Bundle. It is adv

1 min

Connect to Zapier with static IP addresses

Published August 20th, 2025 by Owner

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.   With static IP addresses, you can: Control traffic to a

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View even more account activity in the audit log

Published August 20th, 2025 by Owner

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.

1 min

Enterprise Plan and Existing Plan Updates

Published August 20th, 2025 by Owner

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 guard

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How to Get Started with OnceHub on Zapier

Published August 20th, 2025 by Owner

When you create a OnceHub Zap, you'll be asked to enter your OnceHub credentials (API key and login ID). To find your API Key: Log in to your OnceHub account. On the left-hand menu click "Zapier". Click the "API Key" tab. Click "Copy" beside the API key field to copy it to your clipboard. Paste your key back into your Zapier account and then Continu

1 min

Common problems with Pinterest on Zapier

Published August 20th, 2025 by Owner

Note Pinterest is a premium app and is available on Zap's Professional plan and higher. Zapier trial users cannot use Pinterest. I can't find one of my boards Check to see if your board is marked as secret on Pinterest. Unfortunately, secret boards will not be available in the zap, so you'll need to make the boards public in order to trigger off of

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Manage your AI actions

Published August 20th, 2025 by Owner

This tutorial refers to AI actions. These are Zapier actions that can only be used through another app. Beta This feature is in open beta release. It’s available for use but still in active development and may change. Edit or delete AI actions To edit an existing AI action: Go to the list of connected apps . Click the Manage Actions link for the spe

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How to Get Started with Webflow on Zapier

Published August 20th, 2025 by Owner

The first thing you'll need to do to get started with hooking up Webflow with Zapier and the hundreds of services we work with is by adding your Account to Zapier. When the time is right, we'll ask you to add your Account: Next, we will ask you to give your new Account a name or label, which is just a handy name for you to recognize within Zapier. I

1 min

View and manage your Zap history

Published August 20th, 2025 by Owner

The Zap history page displays a log of all Zaps that have run. You can use it to review your account task usage and troubleshoot Zaps. It consists of two parts: Zap runs and task usage. Note Transfers also appear in your Zap history. Zap runs Zapier records info about each Zap run that occurs. You can view Zap runs from the Zap history page, from wi

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How to get started with Microsoft Clarity on Zapier

Published August 20th, 2025 by Owner

Connect to Microsoft Clarity on Zapier Microsoft Clarity uses OAuth to authenticate your account on Zapier. Log into Microsoft Clarity to authenticate. Grant Zapier permission to access your account if prompted to. About Microsoft Clarity's app Are self-hosted or cloud-hosted accounts supported? Both self- and cloud-hosted accounts Learn more about

1 min

How to Get Started with Google Docs on Zapier

Published August 20th, 2025 by Owner

To get started with Google Docs, first click to add a Google Docs account in your Zap. Next, you'll name this Google Docs account. Note: This name is only for identifying the account inside Zapier, it will not automatically try to add a specific Google Docs account. You should then get a pop-up window from Google Docs asking you to log-in to authori

1 min

How to Get Started with Strava on Zapier

Published August 20th, 2025 by Owner

When you start creating a Strava Zap, you will be asked to connect your Strava account. You’ll now be asked to log into your Strava account (unless you are already logged in). Finally, you will be asked to give Zapier permission to access your account. Click "Authorize” to continue. If all steps were successful your Strava account will now be succes

1 min

Modify action test records too!

Published August 20th, 2025 by Owner

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.  Need to test your Zap with different data or did a previous step not have the data y

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Database service deduplication

Published August 20th, 2025 by Owner

The "New Row" trigger sees the most recent 50 items which affects how the maximum amount of rows your Zap can trigger on at one time. See deduplication for more information. A common problem with database services on Zapier is deduplication. You can read more about deduplicate in general, here. This applies for all the database services on Zapier li

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Common Problems with Google Forms

Published August 20th, 2025 by Owner

I can't see my Google Form spreadsheet in the dropdown Google Form responses need to be saved to a Google Sheet in order to work with Zapier. To resolve this, you'll want to adjust where you save your Google Form responses using this guide and ensure they're saved in a Google Sheet. The Google Sheet will then become selectable in the dropdown when s

1 min

How to get started with LeadConnector (formerly HighLevel) on Zapier

Published August 20th, 2025 by Owner

LeadConnector and Zapier connect to automate marketing workflows. Trigger actions when pipeline stages change and update contacts or opportunities. Prerequisites To use the LeadConnector app on Zapier, you must have: A paid LeadConnector account. Connect LeadConnector to Zapier To create an app connection to LeadConnector on Zapier: Go to the Apps p

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Changes impacting Facebook Offline Conversions users

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Meta has announced that it's deprecating the Offline Conversions API (OCAPI) which the current Facebook Offline Conversions app uses. In addition, Meta will disable the ability to create new offline event sets (

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AI-powered troubleshooting is now available in the editor too!

Published August 20th, 2025 by Owner

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 gene

1 min

Google Sheets: the format of data changes when added to my spreadsheet

Published August 20th, 2025 by Owner

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

1 min

Delete your Zapier account

Published August 20th, 2025 by Owner

You can delete the Zapier account you created under your email address in the Delete my account page. For security reasons, Zapier will never delete your account on your behalf. Tip If you want to cancel your paid Zapier plan and retain all your account data, you can downgrade to a Free plan at any time. To stop receiving notifications or newsletter

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How to Get Started with Microsoft Exchange

Published August 20th, 2025 by Owner

When you start creating a Microsoft Exchange Zap, you will be asked to connect your Microsoft Exchange account. You’ll now be asked to log into your Microsoft Exchange account (unless you are already logged in). Finally, you will be asked to give Zapier permission to access your account. Click "Yes” to continue. If all steps were successful your Mic

1 min

Common problems with MailChimp on Zapier

Published August 20th, 2025 by Owner

How do I set my group as a custom value? To dynamically update the group field, you will need to format your group to match the exact format shown in Mailchimp's dropdown menu. The format requires you to combine the category and option, separated by an arrow (->) group category->group option.  Example If you had a group category called Role, a

1 min

Common Problems with Airtable on Zapier

Published August 20th, 2025 by Owner

Instead of the values shown in a cell, we're getting a referenced cell's ID If instead of this: You get this: That means that these are linked records — in other words, they're being pulled from another table. We get IDs for those because the data being shown isn't actually in those cells. As a workaround, you can create a formula column and select

2 min

Google Sheets error: SSLError read operation timed out

Published August 20th, 2025 by Owner

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. Sprea

1 min

How to Use the "Set up Google Slides Presentation" Action

Published August 20th, 2025 by Owner

To create a presentation using a Zap, you will first need to create a template presentation to bring your data into on your Google Slides account. So first head over to your Google Slides account and make a new presentation from a template or from scratch. You can read more on how to create a Google Slide presentation here On your template slide, yo

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QuickBooks Online error: Nothing could be found for the search

Published August 20th, 2025 by Owner

When using any of QuickBooks Online search actions in your Zaps, you see the error message “Nothing could be found for the search". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when the search value provided in your Zap does not match the actual data in QuickBooks Online. Common

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Manage members in your Team or Enterprise account

Published August 20th, 2025 by Owner

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. Enterprise plan Team plan Available on plans: Free Pro Team Enterprise Member permissions Your Enterprise account has four user roles to ensure your account members have a

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Control app versions in your function

Published August 20th, 2025 by Owner

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

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Amplify your productivity with the AI Field in Zapier Tables

Published August 20th, 2025 by Owner

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.  With the AI Field, you can: Create a prompt that references fields in

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Change ownership of shared Zaps

Published August 20th, 2025 by Owner

Available on plans: Free Professional Team Enterprise You can change ownership of a shared Zap to another user, as long as they are also a member of the same Team or Enterprise account. Change ownership of a single Zap Change ownership of multiple Zaps Change ownership of a single Zap Go to the Zaps section of the Zaps page. On the right side of the

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Use Python code in Zaps

Published August 20th, 2025 by Owner

Code steps allow Zaps 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 Zaps. 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

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Use iframe tags to embed Interfaces pages and chatbots

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Want to embed your Zapier Interfaces project or chatbot on a website that doesn't accept <script> HTML tags? No problem, you can now use <iframe> HTML tags, making embedding hassle-free.   You can se

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User role permissions in projects and assets

Published August 20th, 2025 by Owner

Available on plans: Free Professional Team Enterprise   Each user in your Team or Enterprise account has an account-level role that determines what they are permitted to do in Zapier. Admin and super admin roles have additional permissions that allow them to manage users and account settings. Users may have separate roles and permissions in projects

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How to get started with Bluesky on Zapier

Published August 20th, 2025 by Owner

Connect to Bluesky on Zapier Bluesky uses session authentication to authenticate your account on Zapier. Required authentication fields Username Password Additional authentication instructions For better security, Zapier recommends creating an app password in your Bluesky account to use as your password. To create an app password: Log into your Blue

1 min

Manage your app connections

Published August 20th, 2025 by Owner

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

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Freeze fields in Zapier Tables

Published August 20th, 2025 by Owner

In Zapier Tables, you can freeze fields in your table to keep them in view when you scroll horizontally. 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

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How to get started with Read AI on Zapier

Published August 20th, 2025 by Owner

Connect to Read AI on Zapier Read AI uses API keys to authenticate an individual user account on Zapier. Required authentication fields API Key About Read AI's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only   Is a paid Read AI plan required? No View Read AI's plans. Are any special account permissions required? No

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How to Get Started With Zoho CRM on Zapier

Published August 20th, 2025 by Owner

When you start creating a Zoho CRM Zap, you will be asked to connect your Zoho CRM account. You'll need to select your Zoho Account's Domain. You can find this by checking your browser's address bar while logged into your Zoho Account. Once your domain is selected, click "Yes, continue". You’ll now be asked to log into your Zoho CRM account (unless

1 min

Modify large data for your AI prompts

Published August 20th, 2025 by Owner

Available on plans: Free Pro 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 Prompt

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How to get started with Runway on Zapier

Published August 20th, 2025 by Owner

Runway and Zapier connect to automate AI content creation. You can generate images from text prompts and retrieve task details automatically. Prerequisites To use the Runway app on Zapier, you must have: A Runway developer account. An organization set up within your Runway developer account. A Runway API key. Credits added to your Runway organizatio

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Create Zap drafts and versions

Published August 20th, 2025 by Owner

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 publi

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How to get started with ElevenLabs on Zapier

Published August 20th, 2025 by Owner

ElevenLabs and Zapier connect to automate voice generation. You can convert text from forms, emails, and spreadsheets into speech using AI voices. Prerequisites To use the ElevenLabs app on Zapier, you must have: An active ElevenLabs account (free or paid plan). However, if using for business purposes, you'll need a commercial license available only

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Change ownership of an interface

Published August 20th, 2025 by Owner

You can change ownership of an interface in Zapier Interfaces to another user in your Zapier account. This option is only available to users on Team or Enterprise plans. Available on plans: Free Pro Team Enterprise Requirements The interface must be part of a Team or Enterprise Zapier account. You must be the current interface owner, the Zapier acco

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Fix "Required field is empty" errors in Zaps

Published August 20th, 2025 by Owner

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 stil

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View specific Zap run details

Published August 20th, 2025 by Owner

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 ru

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Describe how your Zap works by adding notes

Published August 20th, 2025 by Owner

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

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Trigger 60,000 rows from a single CSV file using Files by Zapier

Published August 20th, 2025 by Owner

Files by Zapier allows you to trigger Zaps from CSV rows. This is great to use when you want to take action from large CSV files, with up to 60,000 rows. To use this action, you’ll need two Zaps: Zap 1: This Zap triggers every time a new CSV file is created with the app of your choice, such as Google Drive. It will send every row of the CSV file to

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Use Zapier MCP with your client

Published August 20th, 2025 by Owner

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.  Beta This

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Test Zap steps

Published August 20th, 2025 by Owner

When you create a Zap, you should test each step while building, including your trigger and all action steps. When you test a step: Zapier will create a test record in the Zap.  You can ensure the step is set up correctly by reviewing the data in your test record: Within the editor. Within the app you used in that step. You can edit the values in th

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How to get started with SugarCRM on Zapier

Published August 20th, 2025 by Owner

Connect to SugarCRM on Zapier SugarCRM uses session authentication to authenticate your account on Zapier. Required authentication fields Sugar Instance URL Username Password Optional authentication field Use `Zapier` as API Platform By default, Zapier uses the base platform. However, if you're experiencing frequent issues connecting to SugarCRM, it

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Collect payments through your interface

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced The Stripe component lets you collect payments for products or services. You can use your own Stripe account on any page of your interface.   Connect your Stripe account to the interface From any interface page, click the plus sign + at the bottom of the page. A new dialog box will open. Search for and select th

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Add CAPTCHA to an interface or form

Published August 20th, 2025 by Owner

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 interface or form components to use CAPTCHA.   Add CAPTCHA to an interface In Zapier Interfaces, you can restrict who can access your interface. Visitors to your interface will see a CAPTCHA when logg

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Important update for SMS by Zapier users

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We want to keep you informed about a significant change that impacts how you use SMS with Zapier , especially for our users with T-Mobile phone numbers. Here's what you need to know: Carrier Restrictions: T-Mobi

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HubSpot error: You have reached your ten_secondly_rolling limit

Published August 20th, 2025 by Owner

When using the HubSpot API with a Webhook by Zapier step in your Zaps, you get the error message "You have reached your ten_secondly_rolling limit." You’ll see this error in the details of a Zap run in your Zap's history. Causes This happens when your Zap runs frequently in a short amount of time, causing you to exceed HubSpot’s rate limit. These AP

1 min

Cancel your Zapier for Teams plan

Published August 20th, 2025 by Owner

You can cancel or downgrade your Zapier for Teams plan at any time. When you cancel or downgrade from a Teams plan, you’ll lose access to its features at the end of the billing cycle. Once the billing cycle ends, your account will still exist and can be used, but you won’t be able to share your Zaps or connected accounts with your team. Cancel or do

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Track all your Zap errors in one place (beta)

Published August 20th, 2025 by Owner

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 mo

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Use real-time information to answer questions with AI-Powered actions (Beta)

Published August 20th, 2025 by Owner

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

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Formatter error: The 'Line-item(s) Group Name' field should only contain text or single values

Published August 20th, 2025 by Owner

Symptoms When using Formatter by Zapier’s Utilities action with the transform Line Itemizer (Create/Append/Prepend) in your Zaps, 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 h

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App updates: Microsoft SharePoint, Notion, Microsoft Dynamics 365 CRM, and Slack

Published August 20th, 2025 by Owner

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 mo

1 min

Reuse steps and static values in your workflows

Published August 20th, 2025 by Owner

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-Zaps 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 Z

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Add or remove contacts in Google Ads customer lists

Published August 20th, 2025 by Owner

Managing your Google Ads customer list includes adding new contacts and removing outdated ones. This guide will show you how to carry out these tasks to effectively manage your customer lists.   Prerequisites You must have access to a Google Ads Account that meets the requirements to access Customer Match. Zapier must be added as an approved data pa

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Ask AI to suggest a new step for your canvas

Published August 20th, 2025 by Owner

Beta This product is in open beta. It’s available for use but still in active development and may change. 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, interface,

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How to Get Started with Bitrix24 CRM on Zapier

Published August 20th, 2025 by Owner

About Bitrix24 CRM's Integration What kind of authentication does Bitrix24 CRM use? Bitrix24 CRM uses OAuth. Do I need a paid Bitrix24 CRM account to use Bitrix24 CRM with Zapier? You need a trial or paid Bitrix24 CRM plan to use Bitrix24 CRM with Zapier. Do I need special account permissions in Bitrix24 CRM to use Bitrix24 CRM with Zapier? There ar

1 min

Share app connections with members of your Team or Enterprise account

Published August 20th, 2025 by Owner

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 Zaps. By default, these connections are private, so only you will be able to use the app account in Zaps. Sharing an app connection in your

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Element types in Zapier Canvas

Published August 20th, 2025 by Owner

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. Beta This product is in open beta. It’s available for use but still in active dev

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Gmail error: The value in the "To” field is invalid

Published August 20th, 2025 by Owner

When using the Gmail Send Email action in your Zaps, you see the error message "The value in the "To field is invalid". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: The mapped field from the previous step in the To field is blank or contains a text value such as a full nam

1 min

Big changes coming to AI by Zapier!

Published August 20th, 2025 by Owner

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

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How to Get Started with Amazon SES

Published August 20th, 2025 by Owner

There are two things you'll need to do to make SES work with Zapier: Add a verified sender to your SES account (if you already use SES you probably already have this, if not, directions are below as well). Add a new Zapier user via IAM with only permission to use SES and give those AWS Security Credentials to Zapier. Add a Verified Sender to SES Thi

1 min

Team plan updates: SSO is now included and new user limits

Published August 20th, 2025 by Owner

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 enhan

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How to Get Started with Google Contacts on Zapier

Published August 20th, 2025 by Owner

About the Google Contact Integration Paid/versioned account: Google Contact is free to use, so you don't have to be on a specific paid/versioned account with them to access it. Custom field support: Yes Connecting with Google Contact To get started with Google Contacts, first click to add a Google Contacts account in your zap. Next, you'll name this

1 min

You can now use Airtable and Zapier Tables as data sources in Zapier Central

Published August 20th, 2025 by Owner

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 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 ro

1 min

Google Sheets: fields have gone missing in the Zap editor

Published August 20th, 2025 by Owner

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.      Causes This problem can happen if you rename columns in your spreadsheet after you set it up to work wit

1 min

How to get started with Leap AI on Zapier

Published August 20th, 2025 by Owner

Connect to Leap AI on Zapier Leap AI uses API keys to authenticate your account on Zapier. Required authentication fields API Key Additional authentication instructions Log into your Leap account. Click the API Keys tab. Create or copy an API Key. About Leap AI's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only User

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Zapier Functions: use error handling with your functions!

Published August 20th, 2025 by Owner

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 er

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How to find Slack member, channel, and user group IDs

Published August 20th, 2025 by Owner

When creating workflows with Slack, you might need to complete a field as a custom value with the ID of a member, channel, or user group. This article will explain how to find these Slack IDs. Member ID To find a member ID: Open Slack in your web browser. Select the member's Slack profile. Click More. Copy the member ID by clicking Copy member ID. C

1 min

You can now transfer ownership of a chatbot!

Published August 20th, 2025 by Owner

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, ma

1 min

Slack error: Slack throttling only allows writing 1 chat message per second

Published August 20th, 2025 by Owner

When using Slack in your Zaps 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 limi

1 min

Data safety when using Zapier embedded in other apps

Published August 20th, 2025 by Owner

Zapier offers its AI Actions API to third-party/external developers so that they can add the power of Zapier to their own apps. These developers are not affiliated with Zapier but are independent businesses offering their apps to Zapier customers. When you use Zapier within another app, you are connecting your Zapier account and your data to that ot

1 min

App update: Asana, Amazon Lambda, Amazon S3, Eventbrite, Facebook Leads, and many more

Published August 20th, 2025 by Owner

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 Zaps using the Find User action could not continue if a user was not found. W

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Set up two-factor authentication for your Zapier account

Published August 20th, 2025 by Owner

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.

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Common problems with Notion on Zapier

Published August 20th, 2025 by Owner

How to work with dates in Notion Notion uses a specific date format called ISO 8601, which includes the: Year. Month. Date. It can also optionally include: Time. Timezone offset.  When you use a Notion date field in Zapier, Zapier will try to convert your provided date to this format. However, if you are inputting a date, time, and timezone into a d

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App update: Twitter integration removal

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Twitter integration removal notice On August 31, 2023, Zapier’s current Twitter integration, now called X, will stop working due to Twitter's decision to change its API policy and pricing. To prepare, here are a

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Important changes to Shopify’s Updated Tag in Order trigger

Published August 20th, 2025 by Owner

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

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Common problems with Twilio on Zapier

Published August 20th, 2025 by Owner

New SMS won't trigger my Zap Check if the number has a webhook setup in Twilio. To do this: Go to your phone number's configuration page. Choose the number you want to work with. If you do not have a webhook to use, you can set up the number with a TwiML bin. This will provide an endpoint for the messages to go to, so messages are received without c

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Generate Zap outlines using natural language and the power of AI (Beta)

Published August 20th, 2025 by Owner

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 Zaps more quickly, by using your own words.  To get started, just describe your desired automation in plain language, like "When

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App update: Braintree

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We’ve created a new Braintree app to keep current with the latest API updates from Braintree. The new app includes three new triggers: New Transaction - you can filter the trigger by transaction status. New Disp

1 min

StoreClient (Javascript)

Published August 20th, 2025 by Owner

Storing and retrieving data with StoreClient is very simple. There is no need to require it - it comes pre-imported in your Code environment. You will need to provide a secret that will protect your data. I recommend using Random.org's excellent password generator. Be very sure you pick a complex secret - if anyone guesses it they'll be able to read

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Webhooks by Zapier rate limits

Published August 20th, 2025 by Owner

When you use Webhooks by Zapier in Zaps, if a large number of actions occur within a short time span, they will be throttled (rate limited) to reduce their frequency.  Rate limits exist to ensure Zapier’s and the app’s infrastructure can efficiently serve all customers. Note Zap steps that use other apps may have different rate limits. Learn more ab

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Access and manage your invoices

Published August 20th, 2025 by Owner

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 invoi

1 min

Generate App Extensions using natural language and the power of AI (Beta)

Published August 20th, 2025 by Owner

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 artifici

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Set up custom polling intervals in your Zaps

Published August 20th, 2025 by Owner

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 Zaps. Now, you can set custom polling intervals for each Zap, allowing you to decide how often it checks for new informati

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Common Problems with Follow Up Boss

Published August 20th, 2025 by Owner

Error: Requested resource was not found Make sure you're using the API key for an admin user in FUB, not an agent user. To fix this, you'll want to reconnect your account. You can do that by going to [the connected accounts page] (https://zapier.com/app/settings/authorizations) and clicking the reconnect button, then entering your admin user API key

1 min

Make raw HTTP requests with API Request actions (Beta)

Published August 20th, 2025 by Owner

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 feat

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Change or cancel your Zapier plan

Published August 20th, 2025 by Owner

You can change your Zapier plan at any time. You can: Upgrade to plans with more features. Downgrade to a lower tier. Change your billing cycle interval. Cancel your Zapier plan. Change your 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

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Gmail error: Nothing could be found for the search

Published August 20th, 2025 by Owner

Symptoms When using any Gmail’s actions in your Zaps to send an email with an attachment, you see the error message "Nothing could be found for the search". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when a matching message cannot be found using the current search operators in

1 min

File types supported in Interfaces Form components

Published August 20th, 2025 by Owner

You can use the following file types with the File upload field in your interface's Form component:   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 .EP

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Use Formatter to split text in Zaps

Published August 20th, 2025 by Owner

Available on plans: Free Professional Team Enterprise Use Formatter’s Text action to break up your data into segments by using the Split Text transform. This is helpful when you only want to use part of a field, or you want to break it up into smaller, separate segments. Example You can use the Split Text transform to separate first and last names t

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Use regular expressions (regex) to find text in Zaps

Published August 20th, 2025 by Owner

Available on plans: Free Pro 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 separate

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Functions and operators available in Zapier Tables

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced 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 use

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How to get started with Webhooks by Zapier

Published August 20th, 2025 by Owner

A Brief Introduction to Webhooks Zapier fully supports webhooks, and though they can be a little overwhelming at first they can be extremely powerful. The easiest way to think of webhooks is as notifications. At their simplest, they carry a payload of data which is usually a single record that has been created or modified, although some apps will se

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Use the file upload field type in Zapier Interfaces forms

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced File upload fields let users upload their own files through a form component in Zapier Interfaces. You can restrict the allowed file types, file sizes, and maximum number of files. Learn how to add a new form component. To add a file upload field to your form: Click an existing form component on any page of your

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Announcing more Copilot features

Published August 20th, 2025 by Owner

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 Zaps. Add

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New components to improve your Interfaces pages!

Published August 20th, 2025 by Owner

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 two new components for Zapier Interfaces:   Layout component This was designed to help to you organize your interface components more effectively and enhance the visual appeal of your

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Find and update spreadsheet rows in Google Sheets on Zapier

Published August 20th, 2025 by Owner

This article will guide you through using Zapier to find and update spreadsheet rows in the same sheet.  Before you begin, familiarize yourself with Zapier's formatting requirements for Google Sheets. 1. Find specific spreadsheet rows After you’ve set up your trigger: In the Zap outline, click the Action step or the plus sign + to add a new action.

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Add or subtract dates and times in Zaps

Published August 20th, 2025 by Owner

Available on plans: Free Pro Team Enterprise Formatter's Date/Time action allows you to adjust a date and time by adding or subtracting days, months, years, hours, minutes, or seconds.  You can use this to accomplish tasks such as: Scheduling and setting deadlines. Time tracking and reporting. Setting up time-based conditional or branching logic act

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Google Sheets: Updated Spreadsheet Row trigger isn't working

Published August 20th, 2025 by Owner

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.  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 previo

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Custom Actions in Zapier

Published August 20th, 2025 by Owner

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 f

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Personalize text components with user details

Published August 20th, 2025 by Owner

You can use managed user details to personalize different components of your interface. The code snippets below allow you to customize components to display a user's ID, email, or name.  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

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Add branching logic to Zaps with Paths

Published August 20th, 2025 by Owner

The Paths app lets you perform different actions in your Zap based on rules that you define. These rules determine whether the Zap will perform subsequent steps in the path. Paths use conditional logic: “If A happens in your trigger app, then do X. If B happens, then do Y.” Available on plans: Free Pro Team Enterprise Paths terminology Path step: th

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Available spreadsheet-style formulas

Published August 20th, 2025 by Owner

Available on plans: Free Pro Team Enterprise This article covers the different spreadsheet-style formula functions you can use in the Formatter step in Zaps. Learn how to use spreadsheet-style formulas in Zaps.   Formula Functions ABS(number) Returns the absolute value of a number ACOS(number) Returns the inverse cosine of a number ACOSH(number) Ret

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Convert the letter casing in a text string in your Zaps

Published August 20th, 2025 by Owner

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

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Google Sheets: triggers aren't instant

Published August 20th, 2025 by Owner

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 over

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File size limit impacting Google Sheets users

Published August 20th, 2025 by Owner

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

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Run more Code by Zapier steps with increased timeouts and throttle limits

Published August 20th, 2025 by Owner

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'

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Use forms in Zapier Interfaces

Published August 20th, 2025 by Owner

The form component in Zapier Interfaces allows you to collect information from visitors and store it in a table. The form component uses Zapier Tables to store the information. Add a form component To add a form to a page: From any interface page, click the plus sign + at the bottom of the page. In the Add Component sidebar, click, or drag and drop,

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Common Problems with Zoom

Published August 20th, 2025 by Owner

I'm an admin and want to trigger all recordings for all users in the Zoom org but cannot If you're using the New Cloud Recording, New Meeting, or New Meeting Ended trigger in your Zaps, and it's not triggering on all users, this is likely due to missing access permissions in your Zoom app connection on Zapier. To fix this: Go to the Zoom app marketp

1 min

Zapier Chatbots quick start guide

Published August 20th, 2025 by Owner

Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. 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

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Xero: New Sales Invoice trigger is not triggering as expected

Published August 20th, 2025 by Owner

Symptoms You’re using the Xero New Sales Invoice trigger in your Zap and you notice that some invoices are: Triggering your Zap too early. Missing information.  OR You’ve selected a status in the trigger but not all matching invoices are triggering the Zap. Causes This issue happens when you manually create invoices in Xero.  When you add a contact

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Select a random number in Zaps

Published August 20th, 2025 by Owner

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

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View all issues on the Alerts page

Published August 20th, 2025 by Owner

The Alerts page shows you all Zaps 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 br

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Use Formatter with AI to automatically format data

Published August 20th, 2025 by Owner

Available on plans: Free Pro Team Enterprise You can use Formatter with AI to discover formatting options right from the step you’re building. Describe what you need in plain language and Zapier will draft the relevant Formatter step for you. Easily reformat any data you need and save time from manual editing. Beta Formatter with AI is a beta featur

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Google Sheets error: 400 Blank rows cannot be written; use delete instead

Published August 20th, 2025 by Owner

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.   Causes This error happens when Zapier encounters a blank row during data transfer between an app and a Google

1 min

Add navigation to Zapier Interfaces

Published August 20th, 2025 by Owner

Visitors to your interface 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.   Display navigation on all pages In the left sidebar of your interface, click the Navigation icon to expand the sideb

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Upcoming deprecation for triggers and actions for migrated apps

Published August 20th, 2025 by Owner

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.  Affecte

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Common Problems with BambooHR on Zapier

Published August 20th, 2025 by Owner

Does the BambooHR account need any special account permissions? Some actions require a certain level of permissions to use them. For example, the "Respond to Time Off Request" action can only be used by users who are able to approve time off requests. Here are some helpful articles from BambooHR that describe how to configure permissions: Creating C

1 min

Using Storage by Zapier values in Code Steps

Published August 20th, 2025 by Owner

Storage by Zapier is built atop our StoreClient implementation. You can use the StoreClient to access your Storage by Zapier data in Code steps for any advanced functionality you might need. How? First, create a new step to retrieve your Storage Secret. Then, add a Code step to use the StoreClient directly with the newly retrieved secret: For more i

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Supported apps for custom actions

Published August 20th, 2025 by Owner

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 drop

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Easily switch between test records

Published August 20th, 2025 by Owner

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 & test your Zap with the ability to: Search across test records Switch between test records

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Error handling in Zapier Functions

Published August 20th, 2025 by Owner

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 b

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Move Zaps between accounts

Published August 20th, 2025 by Owner

If you have multiple Zapier accounts, you can move Zaps between them. Before you can move Zaps between accounts: You must have at least one account on a Team or Enterprise plan or have been invited to be a member of one. If your Enterprise account has SAML enabled, an admin must provision your account in your company identity provider. Move Zaps To

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Common problems with Jira Software Server on Zapier

Published August 20th, 2025 by Owner

I'm getting a 401 Error For some instances of Jira Software Server, you need to log in with your user name instead of your email. You can find your user name by going to your profile in Jira Software Server.   I can't configure the Application URL The "accepted external application URLs" feature of Jira Software Server/Atlassian products is not comp

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HubSpot error: You have reached your secondly limit

Published August 20th, 2025 by Owner

Symptoms When using HubSpot triggers or actions in your Zaps, you see the error message “You have reached your secondly limit”. You’ll see this error in the details of a Zap run in your Zap's history. Causes This happens when your Zap runs frequently in a short amount of time, causing you to exceed HubSpot’s rate limit. These API limits are set acco

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Learn key concepts in Zapier Tables

Published August 20th, 2025 by Owner

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 informatio

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Shorten URLs in Zaps

Published August 20th, 2025 by Owner

If you have a URL that you want to shorten in a Zap, you can use URL Shortener by Zapier to create a shortened link. This is helpful when you need to enter a URL in an app but the field has character limits. 1. Add a URL shortener action In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search

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Trigger Zaps from new RSS feed items

Published August 20th, 2025 by Owner

An RSS (which stands for really simple syndication) feed is a way to get simple, stripped-down content from a source on the internet. You often find them on blogs and news sites. As an example, you can take a look at the Zapier blog RSS to see how it looks in your browser. If you’re building a Zap that you’d like to trigger off of an RSS feed, you’l

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How to Get Started with Amazon Alexa on Zapier

Published August 20th, 2025 by Owner

Connecting your Amazon Alexa account to Zapier Via Computer First log into your Amazon account and search for Zapier in the Alexa Skills Store. Select Zapier and click "Enable" to add this Skill to your Amazon Alexa account. You'll then be diverted to login to your Zapier account and then authorize the connection. Click "Authorize". Once you've done

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Set up a chatbot

Published August 20th, 2025 by Owner

With Zapier Chatbots, you can offer a custom-branded chat experience using the power of AI directly within your website. Beta This product is in open beta. It’s available for use but still in active development and may change. Add a chatbot From the Chatbots home, click Create. In the dialog box that will appear, type a name for your new chatbot. Cl

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Create interactive pages and apps with Zapier Interfaces

Published August 20th, 2025 by Owner

Zapier Interfaces allows you to create custom web pages and apps with interactive components for your visitors. Interfaces can be linked to Zaps and Zapier Tables to automate workflows.   Create a new interface An interface is composed of pages and components. It can have multiple pages, and each page can have multiple components, the building block

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Change ownership of a table

Published August 20th, 2025 by Owner

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 Pro 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 S

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Create reusable Zap steps with Sub-Zaps

Published August 20th, 2025 by Owner

Beta Sub-Zaps is a beta feature. It’s available for use, but still in active development and may change. Available on plans: Free Pro Team Enterprise Sub-Zaps allow you to create a set of actions that you can reuse in multiple Zaps. This tutorial will show you how to: Build a Sub-Zap Process and receive data from a Sub-Zap Learn more about how Sub-Z

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How to interact with Slack's approval bot

Published August 20th, 2025 by Owner

This article will explain how Slack’s Request Approval action appears in Slack and how to interact with it. Learn how to set up the Request Approval action. How it works Slack's Request Approval action takes information from a Zap trigger and sends it to a user (or multiple users) for approval through Slack. The approver can decide if they want to a

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Use dynamic filters to show personalized information

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced Dynamic filters in Zapier Interfaces 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.  Requirements The interface must have managed users. Learn how to set up managed users.  The table that's associated

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Use filters so your Zap only triggers on certain days/times

Published August 20th, 2025 by Owner

Available on plans: Free Pro Team Enterprise Filters can be used to narrow the time that your Zap sends data to the action. There are two important factors to consider first: How the trigger app provides date/time info. Depending on the format, we may not be able to filter by day and/or time. If you set up a Zap to do this, any tasks that come throu

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App updates: Google AI Studio, Google Vertex AI, Intercom, Files by Zapier and many more

Published August 20th, 2025 by Owner

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 Promp

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Browsers supported by Zapier

Published August 20th, 2025 by Owner

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. I

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ChatGPT (OpenAI) now supports Responses API

Published August 20th, 2025 by Owner

Big news for OpenAI users. Our ChatGPT (OpenAI) app has been updated to integrate with the new OpenAI Responses API. You’ll find four new actions ready to use in your Zaps. This change prepares for OpenAI’s deprecation of the Assistant API in the first half of 2026, as Response API will take its place. What does this mean for you? You can start usin

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How to get started with Cvent on Zapier

Published August 20th, 2025 by Owner

About Cvent's Integration What kind of authentication does Cvent use? Cvent uses API keys. Do I need a paid Cvent account to use Cvent with Zapier? Yes, you need a paid Cvent plan to use Cvent with Zapier. Do I need special account permissions in Cvent to use Cvent with Zapier? You need to be a CVent administrator to connect CVent to Zapier. Connect

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Use spreadsheet-style formulas in Zaps

Published August 20th, 2025 by Owner

Available on plans: Free Pro Team Enterprise With Formatter, you can use spreadsheet-style formulas in Zaps 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

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App update: Facebook Groups app removal

Published August 20th, 2025 by Owner

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 Za

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Trigger Zaps from polling webhooks

Published August 20th, 2025 by Owner

The Webhooks by Zapier Retrieve Poll trigger periodically requests data from a REST API endpoint using a GET request.  Unlike the Catch Hook trigger, which waits for another app's POST request, Retrieve Poll requests the data itself, using a GET request. This article will explain how to set up a Retrieve Poll trigger. Available on plans: Free Profes

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Prompt AI to create a system in Zapier Canvas

Published August 20th, 2025 by Owner

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.  Beta This product is in open beta. It’s available for use but still in active development and may change. Using AI in Canvas, you can t

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Common Problems with WPForms on Zapier

Published August 20th, 2025 by Owner

414 Request URI Too Long According to the WPForms team, You will need to contact your web host. In every case so far it's been a security rule (ModSecurity or similar) or server configuration that causes these issues. The issue is coming from the web server app on your host prior to WPForms getting this request. You should reach out to your web host

1 min

Common Problems with Eventbrite

Published August 20th, 2025 by Owner

Receiving “Not Authorized” or “Internal Error” when turning on a Zap This often means that your Eventbrite account doesn't have the proper permissions to the event that you're trying to use in your Zap. Generally, it is required that you be an administrator before you're able to connect your Eventbrite app to Zapier and use the New Attendee and othe

2 min

Get more control over your workflows with Human in the Loop!

Published August 20th, 2025 by Owner

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 L

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Find and replace values in your Zaps

Published August 20th, 2025 by Owner

Available on plans: Free Pro Team Enterprise 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 an

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New apps on Zapier: Classy, HTML to Image, Transkriptor, CallMaker, weeknote.fun, and Ruly

Published August 20th, 2025 by Owner

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 non

10 Views 1 min

Duplicate your Zap

Published August 20th, 2025 by Owner

You can duplicate Zaps to recreate similar workflows. Duplicating can be used for different users and app accounts, for example. To duplicate a Zap: Go to your Zaps . Click the settings icon on the right side of the Zap you want to duplicate. A sidebar will open. Click Duplicate. A dropdown menu will appear. Click Duplicate or Duplicate and edit.  T

1 min

Tips and tricks with Salesforce triggers and actions

Published August 20th, 2025 by Owner

  Use the New Outbound Message trigger with Workflow Rules Note Salesforce Workflow Rules will be retired and replaced with Salesforce Flow. There is no set date for this change yet. Learn more about upcoming changes to Workflow Rules.You can use the New Outbound Message trigger with Flow instead. The New Outbound Message trigger uses Salesforce wor

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Common Problems with Marketo on Zapier

Published August 20th, 2025 by Owner

Error: "The role(s) of the authorized user selected for the configured service does not have sufficient Access API permissions." This means the authentication is successful but the authorized user for the used LaunchPoint Service doesn’t have sufficient permission to call the API. In Marketo, go to Admin > Security > Users & Roles and make

1 min

Give editing access to a table through Interfaces

Published August 20th, 2025 by Owner

If you want to give a non-Zapier user access to edit a table, you can do so by embedding it in Zapier Interfaces.  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

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Display tables on Zapier Interfaces

Published August 20th, 2025 by Owner

The Table component in Zapier Interfaces 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.  Set up a Table component From any interface page, click the plus sign at the bottom of the page. A dialog box will open. From the list of components, se

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Use the editor to build and view your Zaps

Published August 20th, 2025 by Owner

With Zapier’s editor, you can see your entire workflow displayed like a flow diagram. Whether you want to build complex Zaps 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 Zaps.  When you create a Zap, you’ll see several controls within the Visual Editor: To

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Changes to models available on Zapier Chatbots

Published August 20th, 2025 by Owner

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 chan

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Zapier Interfaces quick start guide

Published August 20th, 2025 by Owner

Zapier Interfaces is a no-code way of creating custom web pages and apps with interactive components for your users. Interfaces can connect to Zaps, allowing you to move information between apps seamlessly.    Why should I use interfaces? You can use Interfaces to: Collect leads for your business : Create a form to collect lead information and send

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Use Formatter to decode and encode HTML in Zaps

Published August 20th, 2025 by Owner

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 Decod

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Count the number of characters or words in your Zap fields

Published August 20th, 2025 by Owner

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. Exam

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Security and Compliance

Published August 20th, 2025 by Owner

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.  Please visit our Trust Center for access to our SOC2 report and other essential security doc

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Use formulas in Zapier Tables

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced The Formula field in Zapier Tables allows you to create calculations using fields from your table and multiple functions.  How to add a Formula field From the Tables home, click the name of your table. Click Add field on the right side of a table. Select the Formula field type. A sidebar will open. In the Name f

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Style your chatbot

Published August 20th, 2025 by Owner

Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. 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

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Can I use a date format that’s not in the list of formats?

Published August 20th, 2025 by Owner

Available on plans: Free Pro 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 Zaps

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Collect data for your workflow with Human in the Loop

Published August 20th, 2025 by Owner

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 not

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Can't turn on or publish Zap

Published August 20th, 2025 by Owner

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

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Common Problems With Formstack

Published August 20th, 2025 by Owner

My Form Won't Submit This is a really common problem that happens quite often. Formstack doesn't allow any 3rd party integration on plans below Silver. So if you're on a free plan and try to use the Formstack integration, nothing will come through. Double check that you have an appropriate plan. If you do, the next thing would be to set up the zap,

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Review a Zapier data collection or approval request

Published August 20th, 2025 by Owner

Zapier users can pause Zaps 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,

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Set up your Zap action

Published August 20th, 2025 by Owner

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, connec

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Field types in Zaps

Published August 20th, 2025 by Owner

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 va

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Code by Zapier rate limits

Published August 20th, 2025 by Owner

When you use Code by Zapier in Zaps, if a large number of actions occur within a short time span, they will be throttled (rate limited) to reduce their frequency.  Rate limits exist to ensure Zapier’s and the app’s infrastructure can efficiently serve all customers. Note Zap steps that use other apps may have different rate limits. Learn more about

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Common Problems with Typeform

Published August 20th, 2025 by Owner

My Form responses stopped sending to the other app(s) in my Zap Typeform questions are the key that is sent to Zapier, and the response is the value. For example, this response here: Looks like this in Zapier (task history/editor): If you change the wording of your Typeform question after you've set up your Zap, you will want to go into your Zap and

2 min

Copy and paste triggers and actions across Zaps

Published August 20th, 2025 by Owner

If you have a trigger, action step, or path that you want to use in multiple Zaps, you can copy and paste that step or path across Zaps. 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 Zaps: In the Zap editor, click Edit Zap in the top right corner. Click the t

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App update: EmailOctopus, Donorbox, LearningSuite, MyCase, TidyCal, and many more

Published August 20th, 2025 by Owner

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 adde

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What is Copilot?

Published August 20th, 2025 by Owner

Copilot is an AI-powered assistant that helps you discover automation use cases, and build, expand, and maintain your automation workflows.  Beta This product is in open beta. It’s available for use but still in active development and may change. What can Copilot do? Describe your workflow using plain language, such as “When X happens, do Y, then do

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Now available: sequential path runs

Published August 20th, 2025 by Owner

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 th

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Send text messages in Zaps

Published August 20th, 2025 by Owner

You can send yourself text messages using SMS by Zapier. Zapier uses Twilio to send text messages. Limitations You can send up to 15 messages per hour. You can only send messages to United States and United Kingdom phone numbers. You can only send messages to confirmed phone numbers.  Text messages have a limit of 153 characters. Any additional char

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Zapier Interfaces: use URL parameters to pre-fill forms on embedded pages

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier Interfaces lets you pre-fill forms to help speed up things for your Interfaces visitors. Now you can use that even on embedded pages!   The help guide for pre-filling form fields has been updated with a s

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Fill form fields in advance in Zapier Interfaces

Published August 20th, 2025 by Owner

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. 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

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How pay-per-task billing works in Zapier

Published August 20th, 2025 by Owner

Pay-per-task billing allows you to keep running your business-critical Zaps in case you reach your plan’s task limit before the end of the billing cycle. This feature is only available on paid Zapier plans. 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-ta

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Create lookup tables in Zaps

Published August 20th, 2025 by Owner

Available on plans: Free Pro Team Enterprise   With a lookup table, you can automatically match data from one app with the corresponding data needed by another app. You can then use the value returned by the lookup table to set a custom value for dropdown menu fields.  Example If your trigger app sends the customer's email but your action app needs

29 Views 3 min

Share your canvas publicly

Published August 20th, 2025 by Owner

Beta This product is in open beta. It’s available for use but still in active development and may change. 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.    Share a public link You can create a public link to share your canvas as view-on

1 min

Use secrets in Zapier Functions

Published August 20th, 2025 by Owner

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.

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Zap is running slower than expected

Published August 20th, 2025 by Owner

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

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SSL certificate checks in Zapier

Published August 20th, 2025 by Owner

SSL certificates are a very important part of the internet. These certificates allow encrypted communication between your browser and https://zapier.com. They also allow your browser to guarantee you're actually looking at the webpage we intended. Both of these details prevent would-be attackers from snooping on your private browsing or business dat

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Manage your Zapier account profile

Published August 20th, 2025 by Owner

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

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How to get started with Microsoft Teams on Zapier

Published August 20th, 2025 by Owner

Connect to Microsoft Teams on Zapier Microsoft Teams uses OAuth to authenticate your account on Zapier. Log into Microsoft Teams to authenticate. Grant Zapier permission to access your account if prompted to. Install the Zapier app on Microsoft Teams Before you get started creating a Zap with Microsoft Teams, you will need to install Zapier's app fo

1 min

Translate text in Zaps

Published August 20th, 2025 by Owner

You can use Translate by Zapier to detect languages or translate words, phrases, and web pages into over 100 languages. Note Translate by Zapier can only translate 1,000 characters at a time. 1. Add a translation step to your Zap Click the Action step, or click the plus + icon to add a step to your Zap. Search for and select Translate by Zapier. Cli

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How to get started with Brevo (formerly SendinBlue) on Zapier

Published August 20th, 2025 by Owner

Brevo and Zapier work together to automate your email marketing and sales. You can use triggers like new contacts or email activity to automatically add contacts, send transactional emails, or manage deals. Prerequisites To use the Brevo app on Zapier, you must have: You must have API permissions to create an API key in Brevo.  Connect Brevo to Zapi

2 min

Gain visibility with the account wide audit log

Published August 20th, 2025 by Owner

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 in

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Use the audit log to review your account activity

Published August 20th, 2025 by Owner

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 performe

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Save time building Zaps by testing or skipping tests for all steps at once

Published August 20th, 2025 by Owner

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. Ne

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Airtable error: You must provide either “Search by field” AND “Search Value” or “Search Formula”

Published August 20th, 2025 by Owner

When using the Airtable search action in your Zaps, you see the error message "You must provide either “Search by field” AND “Search Value” or “Search Formula”". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when the mapped field from the previous step is blank. Airtable requires

1 min

Different field types in Zapier Tables

Published August 20th, 2025 by Owner

Zapier Tables has different field types that provide features like formatting data or triggering Zaps.    Field name Features AI Field Generate content based on values of other table fields using AI. Available on Tables' paid plans. Button Clickable buttons that trigger or continue Zaps. Checkbox Clickable checkbox in a record.  Currency Format numb

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Can’t find trigger event

Published August 20th, 2025 by Owner

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 s

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How to trigger Zaps from Slack thread messages

Published August 20th, 2025 by Owner

When creating Zaps using Slack, you may want to trigger Zaps when Slack threads receive new replies. This article will explain how to find the appropriate Slack IDs for threads and how to set up a Filter step to only continue the Zap for thread replies.  Understanding Slack IDs Slack messages contain the following ID fields: ts: A unique timestamp f

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Use the Button field in Zapier Tables

Published August 20th, 2025 by Owner

Button fields in Zapier Tables allow you to trigger Zaps or run actions within a Zap from a table by clicking a button. Each button acts only on the record it’s related to. 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 tr

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How to Get Started with PostgreSQL

Published August 20th, 2025 by Owner

Connect to PostgreSQL on Zapier PostgreSQL uses custom authentication to authenticate your account on Zapier. To connect to PostgreSQL, you’ll need to provide a static IP address listed below.   Required authentication fields Host: This is your database instance's IP address or hostname (db.example.com). It must be accessible from outside your netwo

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Build Zaps faster with AI-powered suggested values (Beta)

Published August 20th, 2025 by Owner

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 you

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Use Human in the Loop to pause Zaps pending human review

Published August 20th, 2025 by Owner

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

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API Request action error: legacy custom action has invalid JSON

Published August 20th, 2025 by Owner

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

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Generate content with AI Fields in Zapier Tables

Published August 20th, 2025 by Owner

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 Pro Advanced Set up an AI Field Click Add field on the right side of a table. Select the  AI Field  field type . A sidebar will open. In the Name field, type a

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Use Web Parser to extract data from web pages

Published August 20th, 2025 by Owner

If you have an article or blog post that you want to extract data from, you can use Web Parser by Zapier. Web Parser can extract data such as page titles, content, authors, and lead images. Zapier uses Postlight’s parser to parse website data. Choose your app and event In the Zap editor: In the Zap outline, click the Action step or the plus sign + t

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WhatsApp Notifications error: (#100) Invalid parameter

Published August 20th, 2025 by Owner

When using the WhatsApp Notifications Send Message action in your Zaps, you see the error message "Cannot read properties of undefined (reading ‘map’)". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when your message is more than 1024 characters long. The number of characters in

1 min

Zapier Tables usage limits

Published August 20th, 2025 by Owner

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 Lin

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Fixing API endpoint URL errors in custom actions

Published August 20th, 2025 by Owner

When testing a custom action, you get an error message which indicates the domain or API endpoint is incorrect for the API request. Causes This error occurs because the custom action’s API endpoint URL is incorrect. Apps such as Glean, Workday, and Oracle Eloqua require the API endpoint URL to include a unique identifier specific to your organizatio

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How Zap triggers work

Published August 20th, 2025 by Owner

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

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Use URL parameters with directives and greetings

Published August 20th, 2025 by Owner

Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. 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

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Common Problems with Jira Software Cloud on Zapier

Published August 20th, 2025 by Owner

JIRA Software Cloud users seeing Your JIRA credentials are invalid You're a JIRA Software Cloud user seeing the following error: Your JIRA credentials are invalid, or have been temporarily disabled by Atlassian. Please log in to JIRA to verify access via these credentials. If you're using JIRA Software Cloud, you'll have to connect to our new JIRA S

1 min

Set up custom error handling

Published August 20th, 2025 by Owner

Available on plans: Free Pro 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 yo

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Connect remote MCP servers to Zapier using MCP Client

Published August 20th, 2025 by Owner

The MCP Client integration enables you to connect to remote Model Context Protocol (MCP) servers from within Zapier. Each MCP server has various tools you can use as triggers or actions to build your workflows. Beta MCP Client is a beta feature. It’s available for use, but still in active development and may change. Prerequisites To connect to a rem

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Rate limits for Zapier Tables and Zaps

Published August 20th, 2025 by Owner

When you use Zapier Tables with Zaps, 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. L

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Important changes for form uploads impacting Zapier Interfaces users

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. On June 12, 2024, Zapier Interfaces will migrate files uploaded through Zapier Interfaces forms to a new hosting domain. This will affect existing files and you may need to take action.   What is changing? There

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How to set up Slack's Request Approval action in Zapier

Published August 20th, 2025 by Owner

This article explains how to set up Slack’s Request Approval action to create a Slack approval bot. Learn how to interact with it in Slack. Use cases for Slack approval workflows Here are some examples of how to incorporate a Slack approval bot into your organization: Purchase requests: You can submit requests with details like item description, qua

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View and save your browser console logs

Published August 20th, 2025 by Owner

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.   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

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How Zapier handles duplicate data in Zaps

Published August 20th, 2025 by Owner

How Zapier handles duplicate data in Zaps 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 period

13 Views 1 min

Request approval to keep your workflow running with Human in the Loop

Published August 20th, 2025 by Owner

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,

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Use the power of AI to generate Zaps

Published August 20th, 2025 by Owner

Copilot is an AI-powered assistant that you can use to help you create and edit a Zap. Describe the workflow you want, and Copilot will create a basic outline of a trigger and one or more actions, then help you configure, test, and refine each step. You can use Copilot to: Build a Zap outline for you. Build your Zap one step at a time by continuing

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Loop your Zap actions

Published August 20th, 2025 by Owner

Beta Looping is a beta feature. It’s available for use, but still in active development and may change. Available on plans: Free Pro Team Enterprise Looping is a tool you can use to run an action or set of actions more than once. Any action that follows a looping step will run once for each set of values input into a Create Loop step.  Using this to

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How to troubleshoot errors in Zaps

Published August 20th, 2025 by Owner

Zaps can connect with over 8,000 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. Gener

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How to prompt AI in Zapier products

Published August 20th, 2025 by Owner

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. The way you describe your requests and the information you provide influence the quality of the results. W

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Use OpenAI's Assistants API with your Zaps

Published August 20th, 2025 by Owner

Alpha The OpenAI Assistants API is an alpha feature. It’s available for use but still in active development and may change. You can use Zapier's ChatGPT app to add OpenAI's Assistants API actions to your Zaps. These actions give you access to an AI assistant that can help execute tasks. Through the Zap, you can create assistants, have conversations

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Zap dates or times are incorrect

Published August 20th, 2025 by Owner

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 If your timezone isn't set for your Zapier account, then you may see dates created by your Zaps that are o

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AI quick start guide in Zapier

Published August 20th, 2025 by Owner

What is AI? AI, or artificial intelligence, is a tool that mimics many of the functions of the human mind, like the ability to learn, reason, and solve problems. Currently, most AI is developed through machine learning. With machine learning, the AI is trained on a large amount of data and is able to analyze the data for patterns. From these pattern

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Change the layout of a page

Published August 20th, 2025 by Owner

The Layout component in Zapier Interfaces 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 Pro Advanced   Add the component to a page From any interface page, click the plus sign  at the bottom o

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Important update: conversion of legacy custom actions to API Request actions

Published August 20th, 2025 by Owner

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 Zaps will conti

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Customize branding and colors in Zapier Interfaces

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced You can customize your Zapier interface theme by using your brand colors and logo.   Customize the theme 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 interface, click the Theme icon . You can then select a pre

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Create line items in Zaps

Published August 20th, 2025 by Owner

Available on plans: Free Pro 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 ap

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What is replay?

Published August 20th, 2025 by Owner

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 Zaps but cannot guarantee that they will be successful. Replay errored Zaps Replay entire Zap run Replay errored Zaps Zap hist

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Sort records in Zapier Tables

Published August 20th, 2025 by Owner

You can sort records to see them in a different order in your table. If the table is not sorted, records will appear by order of inclusion.    Sort records Click the header of the field you want to sort by. In the dropdown menu, click Ascending or Descending   Clear sorting Click the header of the field that is currently used to sort the table. In t

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Filter and path rules in Zaps

Published August 20th, 2025 by Owner

Filters and paths are both tools that can be used for conditional or branching logic in your Zaps. This allows you to ensure actions get performed only on the items you want. Both tools let you set up specific conditions to get the granularity you need. For instance, you can set up a filter to only capture emails that contain a specific subject line

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Common Problems with Calendly on Zapier

Published August 20th, 2025 by Owner

My test step is continually running without any results. Or, you're getting a "Problem creating Webhook Subscription" error. In order to use Calendly with Zapier you must have a premium/paid Calendly account, as noted here: https://help.calendly.com/hc/en-us/articles/235289507-Zapier I need to trigger on rescheduled appointments When an appointment

1 min

What is a Zap?

Published August 20th, 2025 by Owner

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. What can I do with a Zap? Use Zaps to automate your repetitive tasks without code, saving you time and money. You can use any of the 8,000+

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Apps tags in Zapier

Published August 20th, 2025 by Owner

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

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Zapier Tables error: Invalid formula

Published August 20th, 2025 by Owner

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:  All parentheses are opened and closed properly. There are no unused operators. There are no unused arguments. Learn which arguments each function requires. The formu

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Invite members to your Team or Enterprise account

Published August 20th, 2025 by Owner

Available on plans: Free Pro 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. Enterprise accounts include an unlimited number of members. Team accounts have a 25 member limit. Manually add members  Go to the Members page .

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Big updates to the AI by Zapier app!

Published August 20th, 2025 by Owner

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-b

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Manage your Enterprise account

Published August 20th, 2025 by Owner

The Enterprise plan lets you create a shared account for you and your co-workers with the ability to group users as separate teams. 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 Zaps and app connections, making collab

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Zap trigger test fails

Published August 20th, 2025 by Owner

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

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Save and retrieve data from Zaps using Storage by Zapier

Published August 20th, 2025 by Owner

Storage is a tool that allows you to create a data store to save and retrieve data from different Zap runs or Zaps. Using this tool does not count towards your task usage. Available on plans: Free Pro Team Enterprise 1. Add a Storage step In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search

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Share Zaps and folders with members of your Team or Enterprise account

Published August 20th, 2025 by Owner

Available on plans: Free Professional Team Enterprise If you have a Zapier for Teams or Enterprise account, you can collaborate with other members of your account by sharing Zaps and folders with them. This allows you to share management or your Zaps by allowing other members to view, edit, and delete them. Create a new shared folder Go to the Zaps

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Use your own API key with a Zapier Chatbot

Published August 20th, 2025 by Owner

Available on plans: Free Pro Advanced   Beta This product is in open beta. It’s available for use but still in active development and may change. Zapier includes GPT-4o mini (the default model) and GPT-4.1 mini 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 Y

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Modify date and time formats in Zaps

Published August 20th, 2025 by Owner

Available on plans: Free Pro Team Enterprise Use Formatter to format and style dates and times. This is essential for: Ensuring data compatibility: Different apps may require specific date formats. Localizing dates and times: Adapt dates and times for different regions. This is helpful when you need a different format in later steps in your Zap. Exa

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Custom Actions are moving into open beta with a unified builder experience!

Published August 20th, 2025 by Owner

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 Zaps. 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 i

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App updates: Tableau, Canva, BambooHR, Salesloft, and Looker

Published August 20th, 2025 by Owner

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 datas

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Compile data in a digest in Zaps

Published August 20th, 2025 by Owner

Digest is a tool for compiling data from Zap triggers or actions in a single batch that can be sent at a regular interval to a Zap action. This means that instead of the actions in a Zap running every time the trigger or action event occurs, the Zap will receive the data and run in bulk at a given interval, such as every day or every week. Digests c

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Use AI actions within an AI app

Published August 20th, 2025 by Owner

This tutorial refers to AI actions, which can only be used outside of Zapier. If you want to use a Zap, learn how to set up a Zap action. Alpha AI actions is an alpha product. It’s available for use, but still in active development and may change.   With AI actions, you can add the power of Zapier actions to other apps. Learn how to use AI actions f

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Zapier refund policy

Published August 20th, 2025 by Owner

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. How plan changes affect

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Use Zapier with your OpenAI GPTs

Published August 20th, 2025 by Owner

Beta This feature is in open beta release. It’s available for use but still in active development and may change. AI Actions by Zapier lets you add the power of Zapier to your OpenAI GPTs. You can use more than 30,000 actions and connect them with other OpenAI tools, such as web browsing, Dall-E, data analysis, and much more. AI actions are similar

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Important update for Slack users who use the legacy Workflow Builder

Published August 20th, 2025 by Owner

Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Slack is deprecating its legacy Workflow Builder on September 26, 2024.  Here’s what you need to know about this update: On September 26, unmigrated Zapier workflows in Slack and corresponding Zaps using the "Wo

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Create a custom action

Published August 20th, 2025 by Owner

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 requ

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Troubleshoot webhooks in Zapier

Published August 20th, 2025 by Owner

I need to send a nested JSON array in the request data To send a nested JSON array, use the Custom Request action. That will allow more flexibility for the payload.   How do I fix Error -2. ? This error means the domain lookup for your URL failed. If the URL seems okay, check for extra spaces before or after the URL in your webhook settings. Remove

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Collect leads with Zapier Chatbots

Published August 20th, 2025 by Owner

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 Zaps. Available on plans: Free Pro Advanced Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change.     How does this logic type work? During conversa

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Create AI actions within an AI app

Published August 20th, 2025 by Owner

This tutorial refers to AI actions. These are Zapier actions that can only be used through another app. Beta This feature is in open beta release. It’s available for use but still in active development and may change. App permissions Before you can run Zapier's AI actions, you must give the application the following permissions: See and run AI Actio

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Understanding Sub-Zaps

Published August 20th, 2025 by Owner

Beta Sub-Zaps is a beta feature. It’s available for use, but still in active development and may change. Available on plans: Free Pro Team Enterprise Sub-Zaps are sets of actions that can receive data from other Zaps and send back the results of their actions. Instead of rebuilding the same steps across multiple workflows, you can create a Sub-Zap o

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How to get started with ClickUp on Zapier

Published August 20th, 2025 by Owner

ClickUp and Zapier help automate your project and task management workflows. You can use triggers like new tasks or task changes to automatically create tasks, update their status, or post comments. Prerequisites To use the ClickUp app on Zapier, you must have:  A owner, admin or member role in ClickUp. Connect ClickUp to Zapier To create an app con

2 min

Transfer existing data using a Zap

Published August 20th, 2025 by Owner

If you have a Zap that uses a supported trigger, you can transfer existing data from one app to another in both single and multi-step Zaps. Zaps can only collect new data added to your trigger app after turning on a Zap. Existing data is any data that existed in your trigger app before the Zap was on. You can use this feature to: Migrate historical

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Use Zapier Agents' Chrome extension

Published August 20th, 2025 by Owner

Beta This product is in open beta. It’s available for use but still in active development and may change. 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 Goo

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Use Lead Router to assign leads

Published August 20th, 2025 by Owner

Zapier Lead Router lets you automatically route incoming leads to your sales team based on rules you set, ensuring even and accurate distribution. This article explains how to set up Lead Router.  Beta This product is in closed beta release. It's in active development and may change. What’s a router? A router is a group of sales reps and rules used

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How to get started with Salesforce on Zapier

Published August 20th, 2025 by Owner

Connect to Salesforce on Zapier Salesforce uses OAuth to authenticate your account on Zapier. Salesforce Environment.  Log into Salesforce to authenticate. Grant Zapier permission to access your account if prompted to. Note If you select sandbox and your account does not support a sandbox environment, you'll receive the following message "Please che

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API Request actions in Zapier

Published August 20th, 2025 by Owner

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 head

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Share and embed a chatbot

Published August 20th, 2025 by Owner

You can share Zapier Chatbots as standalone pages or embed them on any website where you can insert code. You can also embed a chatbot on Zapier Interfaces.  Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. Requirements You must be the owner of the chatbot or a Zapier account Owner or Su

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Send data between steps by mapping fields

Published August 20th, 2025 by Owner

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

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App update: Freshsales Suite, Spotify, Project Broadcast, Superchat, and more

Published August 20th, 2025 by Owner

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

4 min

Common Problems with Zendesk

Published August 20th, 2025 by Owner

Tickets do not appear to be triggering your Zap Zendesk uses a unique method to sort tickets. As a result, if you're using the "Recent Ticket" trigger, only tickets that find their way into the "Recent Tickets" view in Zendesk will trigger your zap. This can be confusing because the behavior that gets tickets into that view can be different than exp

2 min

What is Zapier?

Published August 20th, 2025 by Owner

Zapier is an AI orchestration platform that allows you to build and ship AI-powered workflows. It offers a suite of no-, low-, and full-code tools that combine workflows, databases, and interfaces automatically with AI. Zapier has a library of 7,000+ apps already built and the ability to build your own custom actions and private apps, allowing you t

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