seansullivan/Zapier-Docs huggingface dataset:
Are filters case-sensitive? – Zapier

Available on plans:

Free

Professional

Team

Enterprise

Sometimes. It depends on the filter rule that you’re using:

Only this rule is case-sensitive:

*   Exactly matches

These rules are not case-sensitive:

*   Contains
*   Does not contain
*   Is in list
*   Is not in list

Check out this [complete reference for how different filter rules work](https://zapier.com/help/create/customize/understand-different-filter-and-path-rules) and learn [how to add filters to your Zap](https://help.zapier.com/hc/en-us/articles/8496276332557).
Common Problems with AWeber – Zapier

## New subscribers are required to opt in again

When using the Create Subscriber action, you will find that the newly added subscribers are required to opt in again. This behavior is a limitation AWeber has in place for any subscribers added via their API.

If you wanted to avoid this, you can disable this option [in the AWeber side of things](https://help.aweber.com/hc/en-us/articles/204028716-Can-I-Disable-Confirmed-Opt-In-)
How to Get Started with Basecamp 2 – Zapier

The first thing you'll need to do after selecting a Trigger and Action is connect your Basecamp 2 account to Zapier.

First, click to connect a brand new Basecamp 2 account to Zapier. Inside the Zap editor, this might be a large orange button.

![Connect Basecamp Step 1](https://cdn.zapier.com/storage/photos/1522c5aebae51e59b0c73943c3f0f0e8_2.png)

Basecamp 2 makes it super-simple to connect to Zapier. The only option here is to label your new connection, if you'd like. This label is only used inside of Zapier.

![Connect Basecamp Step 2](https://cdn.zapier.com/storage/photos/61be1ed4b97f4ef6d00fe1f71fe782bf_2.png)

You should now see a new window appear, asking for your permission such that Zapier can access your data inside Basecamp 2.

![Connect Basecamp Step 3](https://cdn.zapier.com/storage/photos/89c9a442db211912a510ee1c5fe61e68_2.png)

Clicking the green "Allow" button finishes the process! Your Basecamp 2 account is now connected to Zapier.

![Connect Basecamp Step 4](https://cdn.zapier.com/storage/photos/6518827a35610fdedb7d9c78410b9500_2.png)
How to Get Started with Evernote – Zapier

## About the Evernote Integration

*   **Admin/owner permissions**: Only a notebook's owner will be able to create new notes in that notebook. Creating notes in shared notebooks is not supported.
*   **Paid/versioned account**: [Evernote Business](https://zapier.com/rover/app/EvernoteBusinessAPI/) is supported in its own app.
*   **Partner's documentation**: More information can be found [here](https://help.evernote.com/hc/en-us/articles/209004747-How-to-use-Zapier-to-automatically-save-content-to-Evernote).

## Setting up the Evernot Integration

The first thing you'll need to do is connect your Evernote Account to Zapier. After you sign up and start creating the Zap you want, Zapier will ask you to start the process:

![Connect your Evernote account to Zapier](https://cdn.zapier.com/storage/photos/ae01e8418169d4c3165d96f03e993764.png)

You can then give your Account a title or label, which is just for your convenience and helps you identify the appropriate Evernote account inside of Zapier.

![Label your Evernote account](https://cdn.zapier.com/storage/photos/3cecd1c648761f91af77ee9eb70e2464.png)

The Evernote account that you are logged into will be displayed next asking you to confirm Zapier's access:

![Confirm or reauthorize Zapier's access](https://cdn.zapier.com/storage/photos/02f64448ac902b720017be66a6e03635.png)

Finally, you'll be redirected back to Zapier and the Account will have been added and tested, if everything is good to go you'll see this:

![Account added and tested](https://cdn.zapier.com/storage/photos/b3eace0aa86868d55b2e8fea3a467023.png)

Now you can continue creating your Zap.
How to Get Started with Trello on Zapier – Zapier

## 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** - Yes for some triggers/actions/searches: New Card, Card Moved to List, New Activity, Create Card, Update Card, and Find Card.

## Connecting with Trello

The first thing you'll need to do is connect your Trello account to Zapier so we can start:

![Connect your Trello account to Zapier](https://cdn.zapier.com/storage/photos/bc8af4ea97f4809b061352fcdcc1cb2c.png)

Trello will now ask for you to confirm via a popup, just click Allow (and login if it asks you to login!).

![Allow Zapier to access your Trello data](https://cdn.zapier.com/storage/photos/9c4295a294d5c931f51c56d6c71b82a3.png)

After you login and permit Zapier access, you should return to Zapier after a moment. We'll then test the connection to make sure everything is set up properly. After that, just continue on down!

![Account is added and tests fine!](https://cdn.zapier.com/storage/photos/f054b5a83a826eb384fe61a9e4666d61.png)
Common Problems with Yammer – Zapier

## My External Network is Not Shown in the List

When setting up the Yammer "create message" and "create activity" Actions, you're given a change to select which External Network you'd like to publish into.

![External Networks](https://cdn.zapier.com/storage/photos/b4838a79b89227e89cbc2eee2bb4c130.png)

Although the list appears dynamic, it is actually fixed to the moment in time when your Yammer Account was connected to Zapier. If you have recently been added to a new external network and would like to publish into it, you need to simply re-connect your Account from your [settings](https://zapier.com/app/settings/authorizations) or in the Zap editor.

## Connection reset by peer

These are temporary network hiccups by Yammer's servers. It is usually safe to ignore these (or try again later) as they are very ephemeral.

## Your network is not allowed to request an OAuth token for this Application

This error is commonly thrown when the Yammer organization you belong to has explicitly disabled support for third party integrations. You should speak with your administrator on getting this enabled.
How to Get Started with PostgreSQL – Zapier

## 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 network. **Note**: `localhost` and `127.0.0.1` are not valid. Make sure it is accessible from these IPs: `54.86.9.50`.
*   **Port**: 5432 is the default. Change it if you're using a non-standard port.
*   **Database:** This is the name of the database to read data from.
*   **Schema**: This is the schema inside PostgreSWL to search for tables.
*   **Username:** This is the username that will access the database. You should create a new Zapier-specific user with a limited permission scope.

### Optional authentication fields

*   **Password:** This is the password of the database to read data from.
*   **Enforce encryption**: Select from the dropdown menu to enforce SSL/TTL for encrypting communication between Zapier and your database. 
*   **SSL client certificate:** Use if your server requires client validation for SSL.
*   **SSL private key**: Use if your server requires client validation for SSL.
*   **SSL CA bundle**: Use to provide a PEM-formatted certificate chain file. This is also known as a Certificate Authority (CA) file or CA Bundle.

## About PostgreSQL's app

|     |     |     |
| --- | --- | --- |
| Are self-hosted or cloud-hosted accounts supported? | Self-hosted and cloud-hosted accounts |     |
| Is a paid PostgreSQL plan required? | No  |     |
| Are any special account permissions required? | Yes | You must allow Zapier to connect in:<br><br>*   Network<br>*   Server<br>*   PostgreSQL |
| Are there usage limits? | N/A |     |
| Are there pagination limits? | N/A |     |
| Do trigger samples use real data from your account or generic data? | Real sample data |     |
| Are custom fields supported? | Yes |     |
| Do update actions overwrite or append to existing data? | Overwrite existing data |     |
| Is there any additional info? | Yes | *   [Can't access or use Zapier with other apps](https://help.zapier.com/hc/en-us/articles/8496216020877)<br>*   [Can't connect to my database](https://help.zapier.com/hc/en-us/articles/8495986067469)<br>*   [Common Problems with PostgreSQL](https://help.zapier.com/hc/en-us/articles/8496037193997) |
How to Get Started with DocuSign on Zapier – Zapier

When you start creating a DocuSign Zap, you will be asked to connect your DocuSign account.

![Click to connect DocuSign](https://zappy.zapier.com/6D9EECB8-6F1B-450E-8F53-0F36607F79EA.png)

You’ll now be asked to log into your DocuSign account (unless you are already logged in).

![DocuSign Login](https://zappy.zapier.com/BBE95BA6-127E-46F1-9473-BA68BF5D068D.png)

If all steps were successful your DocuSign account will now be successfully connected.

![DocuSign connection successfull](https://zappy.zapier.com/D99DAA10-579C-40C2-9747-D35D42B56D48.png)
Common Problems with SurveyMonkey – Zapier

## I'm getting an error telling me I need to upgrade my Survey Monkey plan to an annual subscription.

The "New Response Notification with Answers" trigger will require you to have any Annual paid plan with Survey Monkey. This includes the Standard Annual, Advantage and Premier plan, which are all annual subscription plans that Survey Monkey offer. This information can be found here: [https://help.surveymonkey.com/articles/en\_US/kb/SurveyMonkey-Partner-Integrations-Changes](https://help.surveymonkey.com/articles/en_US/kb/SurveyMonkey-Partner-Integrations-Changes)

The only paid plan that doesn't work with Zapier integrations is their Standard Monthly plan, which is their only monthly subscription plan.

## The Email or Name Fields Are Empty

SurveyMonkey responses have three default fields, Email, First Name, and Last Name. Those will only be populated from your SurveyMonkey address book if you are using an email collector. If you have a question on your survey that asks for their name or email, use the Responses field for that question when you match up the fields.

## Respondent ID Is the Only Appearing Field

If your Survey responses fields are not showing up when you are setting up your Zap, you might need to submit or refresh some sample data.

To fix this, simply submit a brand new survey response and fill in an answer for every single question. Once you have submitted that, head back to your Zap and you should then be able to find these.

## Some Fields Not Appearing

Do your fields have exactly the same name? If you have more than one question that is exactly the same, we will only see one of those. To resolve this you will need to make sure all of your questions on your survey are unique. If they are and you are still having some trouble, please don't hesitate to [get in touch](https://zapier.com/app/get-help), we're happy to help!

## How to include required links like \[SurveyLink\], \[OptOutLink\], and \[FooterLink\] with Send Survey action?

Easy - these tags just need to be typed into the `Message Body` field and when we send this to SurveyMonkey's API, they will automatically populate the respective links where the tags were added within the Survey that is Sent!
Common Problems with Asana – Zapier

## 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:

![](https://zappy.zapier.com/72B3CD2C-07CA-4093-A5BB-E18FB59C7CC7.png)

Projects are loaded from Asana 25 at a time so if you have a large number of projects in your account it might require more than one click in order for it to show up:

![](https://zappy.zapier.com/1EF1B368-915B-4FFF-9F6F-297BE37FE735.png)

## I want to trigger on all tasks from all projects within a workspace

Unfortunately, there isn't a way to do this via Asana's API. One workaround is to use the "Tag Added to Task" Trigger, then add that Tag to each Task you want to trigger on in Asana.

![](https://cdn.zapier.com/storage/photos/4a6cd84125d378b1127620b1d61c3e23.png)

It's an extra step, but will save you from having to create a zap per project!

## Error message: Project: Unknown Object

If you get this error, the project you were using with Asana has likely been deleted. To fix this, go edit your Zap and select an existing project from your project dropdown for Asana.

## My new projects aren't triggering my zap

Unfortunately, the New project trigger does not work for accounts with more than 1,000 projects. You'll need to clear out some old projects from your account to use this trigger.

## I can't find the tasks created via my "Create Task" action.

While you can create tasks that don't have an assignee or project, those tasks are often difficult to find in Asana without searching for them. Only tasks that are assigned to you will appear in your My Tasks. Similarly, if a task does not belong to a project, it will not appear in any projects.

We generally recommend that the Zap create the tasks with an assignee, or within a specific project. This way the task will be located within your My Tasks or the project when it is created.

## My Zaps are turned off

If zaps are turned off with this error message:

![error message](https://cdn.zapier.com/storage/photos/245597c867bca0653fe3832a2fc90892.png)

try moving completed tasks into another project.

This error can happen when you have a very large number of completed tasks in a project. Asana's  
API does not support filtering out completed tasks with pagination in the way Zapier expects.  
Our best recommendation is to move completed tasks to another project if possible. That should  
keep the number of incomplete tasks low enough for your zap to function properly.

This error can happen in the following triggers: "New Task in Project", "New Subtask", "Completed Task in Project".
How to Get Started with Google Contacts on Zapier – Zapier

## 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.

![Click to add a different account](https://cdn.zapier.com/storage/photos/97acc39d4ed84c3c828e858d3ee83298.png)

Next, you'll name this Google Contacts account. Note: This name is only for identifying the account inside Zapier, it will not automatically try to add a specific Google Contacts account.

![Name the Google Contacts account inside Zapier](https://cdn.zapier.com/storage/photos/7cee6f7b6f951955215de33810c13e6b.png)

You should then get a pop-up window from Google Contacts asking you to log-in to authorize the connection between that Google Contacts account and Zapier. If you are already logged in the pop up will show right away.

![Log in to authorize your Google Contacts account](https://cdn.zapier.com/storage/photos/5b44ee46708411a1dc60d02c575c35fe.png)

After logging in, you'll get sent back to your zap where you now have your Google Contacts account connected!

![Your Google Contacts account is authorized](https://cdn.zapier.com/storage/photos/982643db270cf5363a5944da22304461.png)
How to Get Started With Dropbox on Zapier – Zapier

## Connect to Dropbox on Zapier

Dropbox uses OAuth to authenticate your account on Zapier.

*   Log into Dropbox to authenticate.
*   Grant Zapier permission to access your account if prompted to.

Learn more about [authenticating your Dropbox account](https://platform.zapier.com/docs/auth) in Zapier.

## About Dropbox's app

|     |     |     |
| --- | --- | --- |
| Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only |     |
| Is a paid Dropbox plan required? | No  | The Dropbox integration is available on all [Dropbox plans](https://www.dropbox.com/en_GB/plans). |
| Are any special account permissions required? | No  |     |
| Are there usage limits? | No  |     |
| Are there pagination limits? | No  |     |
| Do trigger samples use real data from your account or generic data? | Real trigger samples |     |
| Are custom fields supported? | No  |     |
| Do update actions overwrite or append to existing data? | Append to existing data |     |
| Is there any additional info? | Yes | [Common Problems With Dropbox on Zapier](https://help.zapier.com/hc/en-us/articles/8495932691597) |
Can my team use a shared login to access my account? – Zapier

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](https://zapier.com/teams-companies) instead. Members of your Team or Enterprise account can continue sharing access to Zaps by using [shared folders](https://help.zapier.com/hc/en-us/articles/8496277647629-Share-folders-with-your-team).
Common Problems with Basecamp 2 – Zapier

## Basecamp 2 Calendar Event Missing End Date/Time

Basecamp 2 decided to remove the end date/time from their UI and ignore any submitted end date/time from the API and thus Zapier. Because of this, the end date/time field has been removed from Zapier.

Basecamp 2 seems to consider all calendar events are point events setting the start date/time and end date/time to the same start date/time value.

## Zapier says I have no Projects

This usually indicates you're using the wrong version of Basecamp 2 on Zapier. We support two versions. [Make sure you're using the right version by reading this](https://zapier.com/help/basecamp-vs-basecamp-classic/).

## Connection timed out

These are somewhat common for Basecamp 2. It might happen because you have a lot of data in your account or because Basecamp 2 is having temporary problems. You can check if there are any outages on our [API Status Board](https://status.zapier.com/), but sometimes ephemeral connection timeouts won't be shown.

The best solution here is to try and wait it out. If it's still happening consistently up to 24 hours, contact us and let us know.

## `access_token not found inside refresh_token` response

This means your connection to Basecamp 2 has expired. It might be because you changed your password, Basecamp 2 reset their API keys, or something else. To fix this, go to your [connected accounts in your settings](https://zapier.com/app/settings/authorizations) and re-connect Basecamp 2.

## "You seem to be using Basecamp Classic " Error Message

This indicates you're using the wrong version of Basecamp on Zapier. We support two versions. [Make sure you're using the right version by reading this](https://zapier.com/help/basecamp-vs-basecamp-classic/).

## Cannot specify a Basecamp 2 Template

Right now, we don't support template selection when creating a Zap, so there won't be a way to use/select one.
How to Get Started with Eventbrite on Zapier – Zapier

When you start creating an Eventbrite Zap, you will be asked to connect your Eventbrite account.

![Click to connect Eventbrite](https://cdn.zapier.com/storage/photos/09fba52d302dd5d87f7a6742374e30ab.png)

You’ll now be asked to log into your Eventbrite account (unless you are already logged in).

![Eventbrite Login](https://cdn.zapier.com/storage/photos/5277e7035c5f79042e49e7750c1208af.png)

You will then be asked to authorize Zapier to access your Eventbrite account.

![Authorize Zapier to access Eventbrite account](https://cdn.zapier.com/storage/photos/30b9899935b6173895f1279cf041a0b4.png)

If all steps were successful your Eventbrite account will now be successfully connected.

![Eventbrite connection successfull](https://cdn.zapier.com/storage/photos/b4bf8cc3bb6b99b4af82ab06a7bef0e7.png)
How to Get Started with Google Drive – Zapier

## About the Google Drive Integration

*   **Admin/owner permissions**: The connected account must be the owner of the files and folder that the Zaps work with
*   **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.

## Connect with Google Drive

To get started with Google Drive, first click to add a Google Drive account in your zap.

![Click to add a different account](https://cdn.zapier.com/storage/photos/188d9dd4e4a2bfee7b65c7324b3be3a9.png)

Next, you'll name this Google Drive account. Note: This name is only for identifying the account inside Zapier, it will not automatically try to add a specific Google Drive account.

![Name the Google Drive account inside Zapier](https://cdn.zapier.com/storage/photos/4bc7d1f5b4e93e20022e6843cc9afd72.png)

You should then get a pop-up window from Google Drive asking you to log-in to authorize the connection between that Google Drive account and Zapier. If you are already logged in the pop up will show right away.

![Log in to authorize your Google Drive account](https://cdn.zapier.com/storage/photos/322a161d9c9e276b7df1aedbf3bbd975.png)

After logging in, you'll get sent back to your Zap where you now have your Google Drive account connected!

![Your Google Drive account is authorized](https://cdn.zapier.com/storage/photos/209b8bf837f820945c30e93c0ac2ff8a.png)
Common Problems With Formstack – Zapier

## My Form Won't Submit

This is a really common problem that happens quite often. Formstack doesn't allow any 3rd party integration on plans below Silver. So if you're on a free plan and try to use the Formstack integration, nothing will come through.

Double check that you have an appropriate plan. If you do, the next thing would be to set up the zap, skipping "Load Sample Data" and enable it. Now go to the form in Formstack and look under Settings -> Emails & Redirects -> After the Form is Submitted and double check that a Zapier URL has been added.

## My Zap is triggering when other forms are filled out.

If you make a copy of a form in Formstack, it also copies any existing webhook integrations, like to your Zap.

For the form that you do not want connected to the Zap, go to the form's Settings > Emails and Actions > Advanced (down at the bottom)

You'll see a Submit Action with a Zapier url like this:

![submit action](https://cdn.zapier.com/storage/photos/038997e53c7744f6de2e7acda8d3bd4f.png)

Click the red delete icon over to the far right, which will delete the integration for this form.
How to get started with Jira Software Server on Zapier – Zapier

## 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. 

![miscEye icon](https://cdn.zapier.com/storage/photos/335619ab6472fe1fefab18d493cb39bf.png) 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 your email address and an [API token](https://confluence.atlassian.com/cloud/api-tokens-938839638.html) instead.

## About Jira Software Server's app

|     |     |     |
| --- | --- | --- |
| Are self-hosted or cloud-hosted accounts supported? | Self-hosted accounts only | *   Zapier supports Jira Software Server 6+.<br>*   As of Feb 15, 2024, Atlassian is ending support for the Jira Software Server. This means it is available for use, but it is no longer actively being maintained or updated. Learn more about [Atlassian’s update to Jira Server](https://help.zapier.com/hc/en-us/articles/23279461598221). |
| Is a paid Jira Software Server plan required? | No  |     |
| Are any special account permissions required? | Yes | *   You'll need full admin permissions along with API access. Learn more about Jira Software Server's [account permissions](https://confluence.atlassian.com/adminjiraserver073/managing-global-permissions-861253290.html).<br>*   If you see the error “_Max retries exceeded with url: /rest/auth/1/session (Caused by : \[Errno -2\] Name or service not known)_” when connecting to Zapier, you must add [Zapier’s IP address](https://help.zapier.com/hc/en-us/articles/8496216020877-Can-t-access-or-use-Zapier-with-other-apps) to Jira’s allowlist. |
| Are there usage limits? | No  |     |
| Are there pagination limits? | No  |     |
| Do trigger samples use real data from your account or generic data? | Real trigger samples |     |
| Are custom fields supported? | Yes | *   Custom fields are supported, however, they may not be consistently returned for a project. This is an issue with Jira, and you can [track this Jira bug](https://jira.atlassian.com/browse/JRASERVER-47681) for updates. |
| Do update actions overwrite or append to existing data? | Overwrite existing data |     |
| Is there any additional info? | Yes | *   [Common Problems with Jira Software Server](https://help.zapier.com/hc/en-us/articles/8495919999757) |
How to get started with BigCommerce on Zapier – Zapier

## Connect to BigCommerce on Zapier

BigCommerce uses session auth to authenticate your account on Zapier.

### Required authentication fields

*   Store hash
*   Access token

Learn more about [authenticating your BigCommerce account](https://platform.zapier.com/docs/auth) in Zapier.

## 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](https://help.zapier.com/hc/en-us/articles/%7B%7Bplan_url%7D%7D). |
| Are any special account permissions required? | Yes | You need to be the Store Owner to create a Store API account.   <br>Learn more about BigCommerce's [account permissions](https://support.bigcommerce.com/s/article/Store-API-Accounts?language=en_US#creating). |
| Are there usage limits? | Yes | Learn more about BigCommerce's [usage limits](https://developer.bigcommerce.com/api-docs/getting-started/best-practices#api-rate-limits). |
| Are there pagination limits? | Yes | Learn more about BigCommerce's [pagination limits](https://developer.bigcommerce.com/api-docs/storefront/graphql/graphql-api-overview#pagination). |
| Do trigger samples use real data from your account or generic data? | Real sample data |     |
| Are custom fields supported? | No  |     |
| Do update actions overwrite or append to existing data? | Update actions overwrite |     |
| Is there any additional info? | No  |     |
Can I use my existing personal account with Zapier for Teams or Zapier for Enterprise plans? – Zapier

Yes, you can create or join a team using your existing personal account. Once you join, you can easily [move Zaps between your accounts](https://help.zapier.com/hc/en-us/articles/8496275081357).

## Team owner accounts

If you upgrade to a [Team plan](https://zapier.com/teams/) or [Enterprise plan](https://zapier.com/enterprise), Zapier converts your personal account to a team account. You no longer have access to a separate personal account.

## Team members manually added to your account

If you manually add a member to your team account, they'll have both a team and a personal account. To switch between accounts, they can:

*   Click their **avatar** in the top right menu.
*   Select the **account** that they want to use.

Zapier will remember the last account you used and default to that account the next time you log in.

Any Zaps created in a member's personal account won't be available in the team account. The member will need to [move the Zap](https://zapier.com/help/manage/collaborate/move-zaps-from-your-personal-to-team-account) into the team account first.

![miscEye icon](https://cdn.zapier.com/storage/photos/335619ab6472fe1fefab18d493cb39bf.png) Note

Team members also have a private folder within team accounts. Other team members can't access Zaps in a private folder. They can only access another member's Zaps if they're in a shared folder.

## Team members added to your account via SCIM

If you add a member to your team account using [SCIM](https://help.zapier.com/hc/en-us/articles/8496291497741), they'll only have a team account. They won't have a separate personal account.
Common Problems with Campaign Monitor – Zapier

## My campaign doesn't appear as an option in the dropdown

Only **sent** campaigns can be selected. Draft campaigns won't appear in the dropdown until they are sent to at least one recipient. In order to select a campaign from the dropdown, it must be in Sent status in Campaign Monitor first.

## "Must supply a valid HTTP Basic Authorization header" error when trying to connect an account

If the error message `authorization failed: api.createsend.com returned (401) Unauthorized and said "Must supply a valid HTTP Basic Authorization header"` is showing when trying to connect a Campaign Monitor account, it's possible the wrong key may be getting used.

In Campaign Monitor's "Manage API keys" settings, note that the API Key needed requires clicking "Show API key" first. Using the "Client ID" leads to this error.

[![](https://cdn.zapier.com/storage/photos/624ec0a9032d43d301619d35cdd8e808.png)](https://cdn.zapier.com/storage/photos/624ec0a9032d43d301619d35cdd8e808.png)
How to get started with Gmail on Zapier – Zapier

## Connect to Gmail on Zapier

Gmail uses OAuth to authenticate your account on Zapier.

*   Log into Gmail to authenticate.
*   Grant Zapier permission to access your account if prompted to.

## About Gmail's app

|     |     |     |
| --- | --- | --- |
| Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only |     |
| Is a paid Gmail plan required? | No  |     |
| Are any special account permissions required? | Yes | To send emails from another email address, you must have an alternative email (email alias) set up. Learn more about Gmail's [account permissions](https://support.google.com/a/answer/33327). |
| Are there usage limits? | Yes | Gmail has a sending limit of 100 recipients per message for emails sent via API. Learn more about Gmail's [usage limit](https://support.google.com/a/answer/166852). |
| Are there pagination limits? | No  |     |
| Do trigger samples use real data from your account or generic data? | Real trigger samples |     |
| Are custom fields supported? | Yes |     |
| Do update actions overwrite or append to existing data? | Not applicable |     |
| Is there any additional info? | Yes | *   You can't reconnect your Gmail account after it's created. You must add a [new app connection](https://help.zapier.com/hc/en-us/articles/8496258785421) instead.<br>*   If you see the error "_Google cannot give this app access to your account data because Advanced Protection is turned on for your Google Account_", this is because [Google's Advanced Protection Program](https://support.google.com/accounts/answer/7539956?hl=en) is enabled. You must disable it to use the Gmail app. |
Common Problems with Acuity Scheduling – Zapier

## My Appointment Start trigger isn't firing!

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

## I have Duplicate Appointments triggering

If a recurring appointment is made in Acuity, the New Appointment trigger will trigger once for each appointment scheduled at the time of the scheduling.

## Error: "Maximum number of 25 active zaps reached for your Acuity account"

The Acuity API does not allow for more than 25 subscription webhooks to be enabled for any single Acuity account. As a workaround, each Acuity user can add [multiple users to any Acuity account](https://help.acuityscheduling.com/hc/en-us/articles/16676924963341-Inviting-contributors-to-Acuity-Scheduling#gref) to work around this limitation.

If you run into this error, please feel free to [contact support](https://zapier.com/app/get-help), as we can add you to a feature request to increase this limit.
How to Get Started with Todoist on Zapier – Zapier

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:

![Get started with adding your account!](https://cdn.zapier.com/storage/photos/5eb542755edca43912b88c50179ac438.png)

You would then be prompted to enter your Todoist Username and Password:

![Todoist Login](https://cdn.zapier.com/storage/photos/2f5465f414669f7dd238ca525f1890d8.png)

The screen would then ask you to confirm permission settings:

![Todoist permissions](https://cdn.zapier.com/storage/photos/90860c5bbae7c7b95874730754ae4fad.png)

After confirming, your Todoist account would now be linked to your Zapier account. You can now proceed in creating your Zap!

![Todoist success](https://cdn.zapier.com/storage/photos/79857702dbf79dfb512627d00d7bfd9f.png)
How to Get Started with Pinboard – Zapier

The first thing you'll need to do to get started with hooking up Pinbaord with Zapier and the hundreds of services we work with is adding your Pinboard Account to Zapier. When the time is right, we'll ask you to add your Account:

![](https://cdn.zapier.com/storage/photos/6bcf4ef907e473af3c25df50e304979b.png)

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. It doesn't matter what you name it, but it does matter what you paste into the API Token field!

![](https://cdn.zapier.com/storage/photos/93c49743e8803367a798b45f5a50003c.png)

The locate your Pinboard API Token, log into Pinboard and navigate to the settings page. Then, click on the password tab to see your API Token. Your API Token consists of your username, followed by a colon and a unique token, as shown below.

![](https://cdn.zapier.com/storage/photos/afe463acb7342f0d533a4ba75c908923.png)

Just copy the API Token into the popup back at Zapier and click the continue button:

![](https://cdn.zapier.com/storage/photos/3d2ae35bcab450c5e2dcaf49c4310e48.png)

As the final step, Zapier will automatically test that your API Token is good and you'll be allowed to continue setting up your Zap.

![](https://cdn.zapier.com/storage/photos/8ed0d8b1ef839f75ea8fadd37916f669.png)

If you typed in your API Token incorrectly, you'll see an error like authorization failed: Not Authorized and we'll show you the error itself:

![](https://cdn.zapier.com/storage/photos/b8b34b059335207ba4bc1aca52639310.png)
Common Problems with ConvertKit on Zapier – Zapier

## Subscriber isn't showing up on the form even though the task is successful

By default, ConvertKit requires that subscribers double opt-in to emails for confirmation. That means they won't show up on the list until they confirm their subscription. If you'd like to automatically add them to the list, you can turn off the double opt-in by going to the Form settings, then clicking Incentive Email, and selecting "auto-confirm new members" at the bottom.

![](https://cdn.zapier.com/storage/photos/1b79617352d93936192f1939b35aaac9.png)

## New subscribers in ConvertKit are not triggering the Zap

If you add subscribers manually in ConvertKit, via the "Import Subscribers" button, the automation triggers (including Zaps) are not triggered. To trigger the Zap, add subscribers through a form or landing page, or through a Zap or the ConvertKit API.
How to Get Started with MailerLite Classic on Zapier – Zapier

## 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](https://www.mailerlite.com/integrations/zapier)

## Connecting with MailerLite Classic

When you start creating a MailerLite Classic Zap, you will be asked to connect your MailerLite Classic account.

![Click to connect MailerLite Classic](https://cdn.zappy.app/974d3f670dc5027035f3ec5ae5d955cb.png)

Next, you'll be asked to enter your MailerLite Classic API key.

![MailerLite Classic API Key](https://cdn.zappy.app/3926d730993d5409e462f08f12be4213.png)

To locate your API Key in your MailerLite Classic account, by go to your [Developer API](https://app.mailerlite.com/integrations/api) within your Integrations list.

![MailerLite Classic API Key in account](https://cdn.zappy.app/2b5e270751dafe5bf59a2122d6e0afcb.png)

Paste your key back into your Zapier account and then click **Continue**.

If all steps were successful your MailerLite Classic account will now be successfully connected.

![MailerLite Classic connection successful](https://cdn.zappy.app/cef66ae64530d7251d7168b6427712db.png)
Common Problems with Omnifocus – Zapier

## My tasks or emails aren't showing up in OmniFocus.

Please go to OmniFocus Preferences -> Synchronization -> Show Sync Details -> and then verify the "Email-to-OmniFocus" is active.

**If you do not see the Email-To-Omnifocus option** - you need to create a new address in [https://manage.sync.omnigroup.com/manage/](https://manage.sync.omnigroup.com/manage/) and reconnect your Zapier account with the new email and try again!

![](https://cdn.zapier.com/storage/photos/47e92fa6992131667611dc240eb8e2a2.png)

Go to your page on [https://manage.sync.omnigroup.com/manage/](https://manage.sync.omnigroup.com/manage/) and observe or create your new email:

![](https://cdn.zapier.com/storage/photos/b04a5c4485dfa937d336f54f3aba98ce.png)

And ensure it is how you connected to Zapier:

![](https://cdn.zapier.com/storage/photos/a6de3a7b3da84aa92b077dcafe6dc07b.png)
Common Problems with Calendly on Zapier – Zapier

## 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](https://help.calendly.com/hc/en-us/articles/235289507-Zapier)

## I need to trigger on rescheduled appointments

When an appointment is rescheduled on Calendly, the mechanics of that action are such that the original appointment is canceled and a new appointment is created. Depending on what you're looking to accomplish, you can use multiple Zaps with both "Invitee Created" and "Invitee Canceled" triggers to achieve your desired workflow.
How to Get Started with OnceHub on Zapier – Zapier

When you create a OnceHub Zap, you'll be asked to enter your OnceHub credentials (API key and login ID).

![connect to OnceHub](https://cdn.zappy.app/06443f06341f60e3e5357359e04e5b47.png)

To find your API Key:

1.  Log in to your OnceHub account.
2.  On the left-hand menu click "Zapier".
3.  Click the "API Key" tab.
4.  Click "Copy" beside the API key field to copy it to your clipboard.

![API key displayed in OnceHub](https://cdn.zappy.app/0bc507408768e4c63174f2f8271e0c7f.png)

Paste your key back into your Zapier account and then **Continue**.

If all steps were successful, your OnceHub account will be connected.
How to Get Started with Wave on Zapier – Zapier

To get started with Wave on Zapier, first you will need to click to connect your Wave account to use with your Zap.

![Click to connect Wave ](https://cdn.zapier.com/storage/photos/322b93288509503dc5cfb9ec5ee0cf46.png)

You’ll now be asked to log into your Wave account (unless you are already logged in):

![Login to Wave](https://cdn.zapier.com/storage/photos/92c2809f74de9781ef0af7fb7f67ba88.png)

Finally, you will be asked to give Zapier permission to access your account. Click “Allow/Accept” to continue.

![Authorize Wave on Zapier](https://cdn.zapier.com/storage/photos/02e87c8d46feccc6259c170270458a29.png)

If all steps were successful your Wave account will now be successfully connected.

![Wave connection successfull](https://cdn.zapier.com/storage/photos/d71d447548e3deb022db2c5d99fae129.png)
Common Problems with Google Docs – Zapier

## My settings in Google Docs are not being respected when using the Create Document actions

The Google Docs API does not respect any settings you have configured in the Google Docs app settings in regards to defaults for documents created by Zapier.

## My template fields aren't appearing in Zapier or they all have generic names

This may be due to your template format. Remove any HTML formatting, and check your template field formatting.

### Remove any HTML formatting

If you copy and pasted fields in your template, they may contain HTML formatting. The HTML formatting won't be visible in your Google Doc, but you will need to remove it before using your Doc in Zapier.

There are two ways to delete the HTML in your Google Docs template:

### Manually enter the template field

1.  Delete the template field and the text around the template field
2.  Manually type in the template field and the text around it.

**Remove formatting**

1.  Highlight the template fields.
2.  In the top menu, click **Format**.
3.  Select **Clear formatting**.

If you already selected the template in your Zap, click **Refresh fields** at the bottom of your Google Docs step. This will reload your template and display your template fields.

### Check your template field formatting

To correctly format your template fields in Google Docs:

*   Template fields must be wrapped in double curly braces.
*   Remove any spaces.
*   Remove any special characters like punctuation marks.

![actionEdit icon](https://cdn.zapier.com/storage/photos/649a3c82786155ec1f844e1e870a74bf.png) Example

Here’s an example of a properly formatted template field: `{{MyTemplateField}}`.

Learn more about [how to create and autopopulate a Google Docs template](https://zapier.com/blog/create-autopopulate-google-docs-template/).

## My template doesn't appear in the Create Document from Template Action step

The Create Document from Template Action will only display templates that you created in Google Docs. It won't display existing templates created by Google Docs. Learn more about [each template type](https://support.google.com/a/users/answer/9308885?hl=en).
How to Get Started with Chatter – Zapier

The first thing you'll need to do to get started with hooking up Chatter with Zapier and hundreds of other services is to add your Chatter Account to Zapier. Click to add a Chatter account in your Zap.

![Connect Chatter to Zapier](https://cdn.zapier.com/storage/photos/e9c11a15706db5b04ec766475d99efe3.png)

Next you will give your new Account a name or label, which is just a handy name for you to recognize within Zapier. It doesn't matter what you name it.

![Give your Chatter account a title](https://cdn.zapier.com/storage/photos/404ce8af6699741fb09e2fea05468c5c.png)

You should then get a pop-up window from Chatter asking you to log-in to authorize the connection between that Chatter account and Zapier. If you are already logged in the pop up will show right away.

![Log into Chatter](https://cdn.zapier.com/storage/photos/beb2f2deaab18b4e564734323ef0e7f0.png)

After logging into Chatter, you will be prompted to authorize your account.

![Zapier tests your account](https://cdn.zapier.com/storage/photos/2b99fcedbb52f58df5899951a75c9c53.png)

Verifying the your Chatter account finishes the process! Your Chatter account is now connected to Zapier.
Common Problems with GoToWebinar – Zapier

## "New Registrant" Trigger is Missing my Fields!

This is a known limitation at the moment. Right now, the GoToWebinar "new registrant" Trigger only has access to see non-custom fields on the trigger side.

## How Do I Get _all_ Registrants From _all_ Webinars?

Right now, GoToWebinar only supports accessing registrants given a specific webinar. You will need to use multiple Zaps if you want to trigger off multiple webinars. For your convenience, you can copy Zaps from the Dashboard in order to quickly set up lots of similar Zaps.

## Are Recurring Webinars Supported?

Recurring webinars are shown in the dropdown picker, but each recurring instance is a "new" webinar from Zapier's point of view. You can re-use the same Zap and you'll need to re-select the webinar from the dropdown picker in between recurring instances. We'll hopefully be able to better support this in the future and offer more dynamic functionality, but unfortunately, it isn't possible yet.

## Dynamically Assigning a State

When dynamically assigning a state, you will need to pass along the state name with no spaces and NOT the abbreviation, (e.g. NY) or a name with a space (New York). The end result should look like (NewYork). If you need to remove the space between the words dynamically, you can do so using our [Formatter app](https://zapier.com/apps/formatter/integrations).

## 403 "Cannot register for a webinar that is in the past"

You may need to re-select your webinar from the dropdown - often "repeating" webinars have changing identifiers and GoToWebinar will not automatically register to the proper upcoming webinar.

## People registered for the webinar but didn't trigger the zap

The New Attendee trigger will only trigger after the webinar is over, all people who actually attend the webinar will all trigger the zap in succession. If you want to trigger the zap when someone registers for your webinar, use the New Registrant trigger instead.

## The New Attendee Trigger didn't trigger on attendees to a simulated live webinar

This integration doesn't currently support Simulated (aka on demand) Live Webinars. The New Registrant trigger will trigger, but New Attendee will not. There is a feature request for this; [contact support](https://zapier.com/app/get-help) if you'd like to be added to it.
How to get started with Google Ads on Zapier – Zapier

## Connect to Google Ads on Zapier

Google Ads uses Oauth to authenticate your account on Zapier.

*   Log into Google Ads to authenticate.
*   Grant Zapier permission to access your account if prompted to.

## About Google Ads's app

|     |     |     |
| --- | --- | --- |
| Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts |     |
| Is a paid Google Ads plan required? | Yes | Custom Matched Audiences have a minimum of $50k in ad spend.<br><br>View Google Ads’s [plans.](https://ads.google.com/intl/en_uk/home/pricing/) |
| Are any special account permissions required? | Yes | *   Offline conversions requires a Google Click ID<br>*   Offline conversions requires a “Main Account” but the “Managed Account ID” is optional<br>*   Approve Zapier as a [data partner.](https://ads.google.com/aw/productlinks/zapier) |
| Are there usage limits? | Yes | 60 API requests per minute.   <br>Learn more about Google Ads’ [usage limits.](https://developers.google.com/google-ads/api/docs/best-practices/quotas) |
| Are there pagination limits? | Yes | 10,000 rows per page.  <br>Learn more about Google Ads’ [pagination limits](https://developers.google.com/google-ads/api/docs/best-practices/quotas). |
| Do trigger samples use real data from your account or generic data? | Not applicable |     |
| Are custom fields supported? | Yes |     |
| Do update actions overwrite or append to existing data? | Overwrite |     |
| Is there any additional info? | Yes | Find additional info about [using Google Ads](https://support.google.com/google-ads/answer/9838158?hl=en-GB&ref_topic=7280668) in Zapier. |
| Does Zapier hash data before sending it to Google Ads? | Yes | Zapier hashes (using SHA256) any email, phone number, first name, or last name values for the following Google Ads actions, before sending to Google Ads:<br><br>*   Add Contact to Customer List<br>*   Add a Contact to Customer List with Email<br>*   Remove a Contact from Customer List<br>*   Send Offline Conversion |