seansullivan/Zapier-Docs huggingface dataset:
Use spreadsheet-style formula functions in Zaps – Zapier

You can use [spreadsheet-style formulas](https://help.zapier.com/hc/en-us/articles/8496181204877-Understand-spreadsheet-style-formula-functions#formula-functions-0-0) in Zaps with the same syntax used in popular spreadsheet applications like Excel, Numbers, and Google Sheets.

This option can be used with numbers or with text.

## 1\. Add a Formatter step

*   In the Zap editor, click the **Action** step, or click the **plus + icon** to add an action to your Zap.
*   Select **Format**.
*   Click the **Event** dropdown menu and select **Numbers** or **Text**, depending on the information you'd like to use.
*   Click **Continue**.
*   In the _Set up action_ section, click the **Transform** dropdown menu and select **Spreadsheet-Style Formula**.

## 2\. Set your formula

The Spreadsheet-Style Formula transform supports many [different functions](https://help.zapier.com/hc/en-us/articles/8496181204877-Understand-spreadsheet-style-formula-functions#formula-functions-0-0). You can use data from previous steps in your formula.

*   In the _Values_ section, click the **Formula** field and enter your **formula**.
*   Click **Continue**..

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

If the data you'd like to use in the formula includes letters (not just numbers), you must wrap the text in double quotation marks or the Formatter will error.  
![Comparing two text values by wrapping each in double quotation marks](https://cdn.zappy.app/03ffcf2e3fa096f0e6e61c1ac73d5e4e.png)

## 3\. Test your formula

*   Click **Test & Review**. You’ll see the results of your formula.

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

If you’re using spreadsheet-style formulas to compare values, the output will be “true” or “false”. If the compared values are equal, the output is “true”. If the compared values are not equal, the output is “false”.

After setting up a spreadsheet-style formula, you can use the results of your formula in further actions in your Zap.
Request to add a new app to Zapier – Zapier

All supported apps are listed on Zapier's [App Directory](https://zapier.com/apps). 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:

1.  [Zapier Support](#01H8EG4HD0VBBZNBC4EH42QWBK)
2.  [Zapier Trusted App Developers](#01H8EG4HD07SC14TG3AKQY2C9E)
3.  [Zapier Developer Platform](#01H8EG4HD0JJAR27YV4KPH1QWR)

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

For an app to be added to Zapier, it must have an API that is [REST](http://en.wikipedia.org/wiki/Representational_state_transfer) or [XML-RPC](http://en.wikipedia.org/wiki/XML-RPC)\-based.

## 1\. Zapier Support

You can reach out to [Zapier Support](https://zapier.com/app/contact-us) to request a new app. While most apps on Zapier are built and maintained by the app developers themselves, Zapier keeps an internal list of app requests.

## 2\. Zapier Trusted App Developers

If user demand is strong enough, but the app in question doesn't have the engineering time or resources to devote to connecting their app to Zapier, they can contract a [Zapier Trusted App Developer](https://zapier.com/developer/documentation/v2/integration-developers-partners/) to build a Zapier integration for them. Apps built by Zapier Trusted App Developers are on equal footing with every other app when they are globally activated.

## 3\. Zapier Developer Platform

The [Zapier Developer Platform](https://zapier.com/developer/) is free for anyone to use to connect an app to Zapier, and is self-serve from creation to deployment. For simple apps with easy APIs, no code may be required.

While apps connected to Zapier without the official support of the app developer can't be made public in Zapier's [App Directory](https://zapier.com/apps), they can be used internally by you and your teammates.

## Workarounds

If an app is not yet supported, there are several workarounds that may allow you to accomplish your goals:

1.  Use a [RSS by Zapier](https://help.zapier.com/hc/en-us/articles/8496290390157) trigger to get feed information to and from the app.
2.  Create a Zap with a supported email trigger (e.g., Gmail, Office 365, IMAP) and a [filter](https://help.zapier.com/hc/en-us/articles/8496276332557) that identifies emails sent from the app.
    *   Use [Email Parser by Zapier](https://help.zapier.com/hc/en-us/articles/8496292952973) to parse information from these emails and add them as separate fields to your Zap.
    *   If your app accepts new information by sending an email to an address they specify, you can use [Email by Zapier](https://help.zapier.com/hc/en-us/articles/8496305915917) to send new information to the app in an outgoing email.
3.  Use 3rd party apps that post information to the app. For example, Buffer and Hootsuite will post information to other apps like Facebook and Instagram.

When an app is not supported by Zapier
Work with Google Sheets in Zaps – Zapier

Working with Spreadsheets

If you’re building a Zap that uses Google Sheets—such as triggering from new rows in a sheet, or adding data to a sheet—there are a few things you will need to do to get that sheet ready to work with Zapier. These steps are necessary to ensure we can interact with your sheet effectively.

Before you read on, we recommend following these guides on how to set up your [trigger](https://help.zapier.com/hc/en-us/articles/8496288188429) and [action](https://help.zapier.com/hc/en-us/articles/8496257774221).

## Make sure the first row is a header row with column names

We recommend all your columns have text in the header row, but you _must_ have text in the first column header, especially if you are using the Create Spreadsheet Row action. Without any text there, the Zap will send your data to the top of the sheet rather than to the bottom.

![Example of how to set headers in your spreadsheet](https://zappy.zapier.com/7FFC8975-A1FA-4A25-84C5-5E3D03F35B79.png)

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

Zaps are intended to only add rows to the end of the spreadsheet and not any other row.

## Don’t delete rows

Do not delete rows in your spreadsheet while your Zap is on, and don't add rows in the middle of data your Zap has already recognized. This can cause errors with your Zap. If you need to delete any rows, ensure the Zap is turned off as you make your amendments. Once you've finished deleting your rows, you can then turn your Zap back on.

## Don’t include punctuation in your Sheet name

If you include punctuation of any sort, it can make it harder for Zapier to find the right sheet in Google Sheets. This is especially true for colons, which will break your Zap.

![Example: Do not include colons in your sheet name like “Refunds:complete”](https://zappy.zapier.com/F2666006-A696-44CF-B158-B00A22631626.png)

## Turn your Zap off before making changes to your sheet

The following changes to a sheet while a Zap is switched on can cause a disconnect with your Zap:

*   Deleting existing rows or columns
*   Adding rows anywhere other than to the bottom of your sheet
*   Resorting the sheet
*   Renaming/adding/rearranging new columns
*   Renaming your Sheet or worksheets within the Sheet

If you need to make any of those types of changes to your Google Sheet, you will need to turn your Zap off while you make the change, and then turn it back on again after.

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

If you rename your Sheet and/or worksheet(s) within the Sheet, you'll need to reselect them in the Zap Editor to update to the new names.

Once you’ve set your sheet up you’re ready to continue setting up the rest of your Zap, whether that’s setting up your [action](https://help.zapier.com/hc/en-us/articles/8496257774221), or adding a [search](https://help.zapier.com/hc/en-us/articles/8496241402253) step.
Translate text in Zaps – Zapier

You can use Translate by Zapier to detect languages or translate words, phrases, and web pages into over 100 languages.

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

Translate by Zapier can only translate 1,000 characters at a time.

## 1\. Add a translation step to your Zap

*   Click the **Action** step, or click the **plus + icon** to add a step to your Zap.
*   Search for and select **Translate by Zapier**.
*   Click the **Event** dropdown menu and select **Translate Text** or **Detect Language**.
*   Click **Continue**.

## 2\. (Optional) Set up your "Translate Text" step

*   (Optional) If you want the Zap to use the same source language each time it runs, click the **Source Language** dropdown and select the **language** of the original source text. If this is left blank, the Zap will try to guess the source language.
*   In the **Text** field, select the **data** from a previous step to translate.
*   Click the **Target Language** dropdown menu and select the **language** to translate the text to.
*   Click **Continue**
*   Click **Test & Review**. You’ll see the translation of your text to the target language.

![ratingStar icon](https://cdn.zapier.com/storage/photos/8843673cace5f7b922c65168a85d657e.png) Tip

If you need to update the Target Language field dynamically, you can click the **Custom** tab and select a **field** from a previous step. Translate by Zapier uses the [two-letter ISO 639 format](https://en.wikipedia.org/wiki/List_of_ISO_639-1_codes) for language codes.

If your previous step encodes the language in another format, you can add a [lookup table](https://help.zapier.com/hc/en-us/articles/8496305146765) to match the language to the corresponding ISO 639 code.

## 3\. (Optional) Set up your "Detect Language" step

*   In the **Text** field, select the **data** from a previous step to detect the language for.
*   Click **Continue**.
*   Click **Test & Review**. You’ll see the detected language's two-letter code in [ISO 639 format](https://en.wikipedia.org/wiki/List_of_ISO_639-1_codes) and the confidence level (between 0 and 1). `1` represents 100% confidence with the detection result.

Once you've set up the Translate step, you can use the result of the step in further [actions](https://help.zapier.com/hc/en-us/articles/8496257774221) in your Zap.
Export your Zap history – Zapier

You can export up to 5,000 Zap runs at a time. You can select specific Zaps to export by [filtering your Zap runs](https://help.zapier.com/hc/en-us/articles/8496291148685#h_01HA7YN3RYQ3ZS3KEJ990NE5VZ) first.

## Export your Zap runs

*   Go to [Zap History](https://zapier.com/app/history).
*   Select your Zap runs:
    *   To select individual Zap runs, select the **checkbox** next to each one.
    *   To bulk-select Zap runs, select the **checkbox** in the upper left, next to the _All statuses_ filter field.
        *   Click **Select shown** to select all Zaps on the page.
        *   Click **Select all (5000 at a time)** to select the 5000 most recent Zaps in your Zap history.
*   After you make your selection, a _Download_ _X_ button will appear, where "X" indicates the number of selected Zap runs.
*   Click **Download X**.
*   In the modal, select either:
    *   **CSV** to export Zap runs in the CSV file format.
    *   **JSON** to export Zap runs in the JSON file format.
*   Click **Download.** to email the export to the email address used on your Zapier account.

An email containing a CSV or JSON of your Zap runs will be sent to your Zapier account’s email address. This may take a few minutes.

## Download the Zap history export file

*   Go to the email inbox associated with your Zapier account.
*   Open the **email** with the subject _Your Zapier account data is ready to download_.
*   In the email, click **Download your account data**.
*   Your CSV file will download automatically.

Learn more about [Zap history storage](https://help.zapier.com/hc/en-us/articles/8496291148685#h_01HA7YN3RYQHJYXW3002WEX5MQ).
Change or reset your Zapier account password – Zapier

You can change your Zapier account password for security reasons, reset your password if you forget it, or create a new password.

## Change an existing password

If you log into Zapier with your email address and password and want to change your password:

*   Go to your [password settings](https://zapier.com/app/settings/password).
*   In the _Verify Current Password_ field, enter your **current password**.
*   In the _New Password_ field, enter your **new password**.
*   In the _Confirm New Password_ field, enter your **new password** again.
*   Click **Save changes**.

## Reset your password

If you forget your password, you can reset it:

*   Go to your [password settings](https://zapier.com/app/settings/password).
*   Click **Request a new password here**.
*   A new browser tab or window will open. In the _Email_ field, enter your **email address**.
*   Click **Send reset instructions**.
*   Go to your email inbox and open the email.
*   Click the **link** in the email to create a new password.

NOTE

*   The password reset link is only valid for 24 hours and can only be used once.
*   The password reset email contains a link to cancel your password reset request if you decide to keep your current password.

## Create a new password (if you sign in with Google)

If you used your Google account to sign up for Zapier, you won’t have a password tied to your Zapier account. To create a new password, follow the reset password instructions above.

To further secure your Zapier account, you can [set up two-factor authentication](https://zapier.com/help/account/account-settings/set-up-two-factor-authentication-for-your-zapier-account).
Shorten URLs in Zaps – Zapier

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 editor, click the **Action** step, or click the **plus + icon** to add a step to your Zap.
*   Search for and select **URL Shortener by Zapier**.
*   Click the **Event** dropdown menu and select **Shorten URL**.
*   Click **Continue**.

## 2\. Customize your URL

*   Enter the **URL** that you want to shorten. Include _http://_ or _https://_ in the URL.
*   Click **Continue**.

## 3\. Test your URL shortener action

*   Click **Test & Continue**.
*   If the URL you entered is valid, the step will show it was successful. You can use this shortened URL in later Zap steps.

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

URL Shortener cannot return `HTTPS` URLs, only `HTTP` URLs, and shortened URLs are random and cannot be customized.
Disconnect your Google account from Zapier – Zapier

If you log in to Zapier using [Google Single Sign-On (SSO)](https://support.google.com/a/answer/60224), you can disconnect your Google account at any time.

*   Go to your [advanced settings](https://zapier.com/app/settings/advanced).
*   Click **Sign in with**.
*   Next to your Google account, click **Disconnect**.
*   Navigate to [this page](https://zapier.com/app/login/forgot) and enter your email address, then click **Send reset instructions**.
*   You’ll receive an email containing a link to reset your password.
*   Go to your email inbox and click the **link** in the email, then set a new password for your Zapier account.
Extract data in Zaps – Zapier

With [Formatter](https://help.zapier.com/hc/en-us/articles/8496212590093), you can use the _Text_ extract function to perform a specific search within your text and return the first match found. This is useful if you have a lot of text (such as an email) and only want to use a certain part of it (such as the sender's phone number).

## 1\. Add the Formatter app

*   In the Zap editor, add a new [action step](https://help.zapier.com/hc/en-us/articles/8496257774221) and select **Format**.
*   Click the **Event** dropdown menu and select **Text**.
*   Click **Continue**.
*   Click the **Transform** dropdown menu and select one of the following:
    *   [Extract Email Address](#extract-email-address)
    *   [Extract Number](#extract-number)
    *   [Extract Phone Number](#extract-phone-number)
    *   [Extract URL](#extract-url)

If these extract functions cannot find the text you need, you can use the [Extract Pattern](https://zapier.com/help/create/format/find-text-with-regex-in-a-formatter-step) function to create a custom solution. Given the complexity of regular expressions, our support team cannot troubleshoot or provide support for them.

If you have questions about creating a custom regular expression pattern to meet your needs, we recommend reaching out to the [Zapier Community](https://community.zapier.com/).
Use private apps with Zapier – Zapier

Private apps are apps that are under active development, or created for private use on the [Zapier Platform](https://developer.zapier.com/). Private apps are not available on Zapier’s [App Directory](https://zapier.com/apps), and can only be accessed by invite from the app developer. 

## Add a private app to your Zapier account

*   The developer of the private app will share an invitation link directly with you.
*   Click the link and accept the invitation.
*   The app will now be available for use in your account and your Zaps.

## Get help for a private app

As private apps are still in active development, Zapier cannot offer the same level of support that's available for public apps.

### Zapier Support can:

*   Help figure out if an issue or problem is Zapier-related or app-related.
*   Help solve problems with public apps that may be part of the same Zap.
*   Share logs and other technical details that you can pass on to the app developer.

### Zapier Support can't:

*   Fully diagnose technical issues related to a private app.
*   Escalate issues or submit feature requests for the app.
*   Keep track of specific requirements for setting up the integration.

If you are not sure if an issue lies with a private app, [contact our support team](https://zapier.com/app/contact-us).
How to Get Started with Rasayel on Zapier – Zapier

## [About Rasayel's Integration](https://zapier.com/help/doc/how-to-get-started-with-rasayel-on-zapier#about-rasayels-integration)

**What kind of authentication does Rasayel use?**

Rasayel uses basic authentication.

**Do I need a paid Rasayel account to use Rasayel with Zapier?**

You don't need a specific Rasayel plan to use Rasayel with Zapier.

**Do I need special account permissions in Rasayel to use Rasayel with Zapier?**

There aren't any specific Rasayel account permissions to connect Rasayel to Zapier.

**Are there any API token limits in Rasayel when I use Rasayel with Zapier?**

Yes, only Rasayel app owners can generate API tokens limits when using Rasayel with Zapier.

**Are there any webhook subscription limits in Rasayel when I use Rasayel with Zapier?**

Rasayel let's you use up to 10 webhooks subscriptions.

**Are custom fields in Rasayel supported when I use Rasayel with Zapier?**

No, Rasayel does not support custom fields.

**Does Rasayel use real trigger samples from my Rasayel account?**

Yes, Rasayel provides real trigger samples from your Rasayel account.

**What kind of Rasayel hosted account can I use with Zapier?**

Rasayel's Zapier integration supports both self-hosted and cloud-hosted accounts.

## [Connecting with Rasayel](https://zapier.com/help/doc/how-to-get-started-with-rasayel-on-zapier#connecting-with-rasayel)

When you create a Rasayel Zap, you'll be asked to log in to your Rasayel account.

Enter your Rasayel username and password to connect your Rasayel account.

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

## About Gravitec.net's Integration

**What kind of authentication does Gravitec.net use?**

Gravitec.net uses Basic Authentication.

**Do I need a paid Gravitec.net account to use Gravitec.net with Zapier?**

You don't need a specific Gravitec.net plan to use Gravitec.net with Zapier.

**Do I need special account permissions in Gravitec.net to use Gravitec.net with Zapier?**

There aren't any specific Gravitec.net account permissions to connect Gravitec.net to Zapier.

**Are there any API token limits in Gravitec.net when I use Gravitec.net with Zapier?**

No, there are no token limits when using Gravitec.net with Zapier.

**Are there any webhook subscription limits in Gravitec.net when I use Gravitec.net with Zapier?**

Gravitec.net doesn't have any webhook subscription limits when you use Gravitec.net with Zapier.

**Are custom fields in Gravitec.net supported when I use Gravitec.net with Zapier?**

No, Gravitec.net does not support custom fields.

**Does Gravitec.net use real trigger samples from my Gravitec.net account?**

No, Gravitec.net does not provide real trigger samples from your Gravitec.net account. Only generic samples are provided.

**What kind of Gravitec.net hosted account can I use with Zapier?**

Gravitec.net's Zapier integration supports cloud-hosted accounts only.

## Connecting with Gravitec.net

When you create a Gravitec.net Zap, you'll be asked to log in to your Gravitec.net account.

Enter your Gravitec.net username and password to connect your Gravitec.net account.

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

## [About Pledge's Integration](https://zapier.com/help/doc/how-to-get-started-with-pledge-on-zapier#about-pledges-integration)

**What kind of authentication does Pledge use?**

Pledge uses API keys.

**Do I need a paid Pledge account to use Pledge with Zapier?**

You must have a nonprofit [Pledge plan](https://www.pledge.to/claims/new) to use Pledge with Zapier.

**Do I need special account permissions in Pledge to use Pledge with Zapier?**

There aren't any specific Pledge account permissions to connect Pledge to Zapier.

**Are there any API token limits in Pledge when I use Pledge with Zapier?**

No, there are no token limits when using Pledge with Zapier.

**Are there any webhook subscription limits in Pledge when I use Pledge with Zapier?**

Pledge doesn't have any webhook subscription limits when you use Pledge with Zapier.

**Are custom fields in Pledge supported when I use Pledge with Zapier?**

Yes, Pledge supports custom fields.

**Does Pledge use real trigger samples from my Pledge account?**

Yes, Pledge provides real trigger samples from your Pledge account.

**What kind of Pledge hosted account can I use with Zapier?**

Pledge's Zapier integration supports cloud-hosted accounts only.

## [Connecting with Pledge](https://zapier.com/help/doc/how-to-get-started-with-pledge-on-zapier#connecting-with-pledge)

When you create a Pledge Zap, you'll be asked to enter your Pledge API key.

[![Pledge API Key](https://cdn.zappy.app/f20c95fafb4f5873a0d5a52358bffa7c.png)](https://cdn.zappy.app/f20c95fafb4f5873a0d5a52358bffa7c.png)

To locate your API Key in your Pledge account, please follow these steps:

1.  Log into your Pledge account.
2.  Click your **profile icon** in the top right and select **Impact Hub**.
3.  Go to the _Integrations_ section on the left sidebar.
4.  Copy your API key.

[![Pledge API Key in account](https://cdn.zappy.app/44d37f093fc9eb3d657704f88333c2be.png)](https://cdn.zappy.app/44d37f093fc9eb3d657704f88333c2be.png)

Paste your key back into your Zapier account, then click**Yes, continue**.

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

## [About Microspace's Integration](https://zapier.com/help/doc/how-to-get-started-with-microspace-on-zapier#about-microspaces-integration)

**What kind of authentication does Microspace use?**

Microspace uses session authentication.

**Do I need a paid Microspace account to use Microspace with Zapier?**

You need a paid [Microspace plan](https://en.microspace.co/pricing) to use Microspace with Zapier.

**Do I need special account permissions in Microspace to use Microspace with Zapier?**

There aren't any specific Microspace account permissions to connect Microspace to Zapier.

**Are there any API token limits in Microspace when I use Microspace with Zapier?**

No, there are no token limits when using Microspace with Zapier.

**Are there any webhook subscription limits in Microspace when I use Microspace with Zapier?**

Microspace doesn't have any webhook subscription limits when you use Microspace with Zapier.

**Are custom fields in Microspace supported when I use Microspace with Zapier?**

No, Microspace does not support custom fields.

**Does Microspace use real trigger samples from my Microspace account?**

Yes, Microspace provides real trigger samples from your Microspace account.

**What kind of Microspace hosted account can I use with Zapier?**

Microspace's Zapier integration supports cloud-hosted accounts only.

## [Connecting with Microspace](https://zapier.com/help/doc/how-to-get-started-with-microspace-on-zapier#connecting-with-microspace)

When you create a Microspace Zap, you'll be asked to log in to your Microspace account.

[![Login to Microspace](https://cdn.zappy.app/fcb075574c814ffb9c8c6929977b5624.png)](https://cdn.zappy.app/fcb075574c814ffb9c8c6929977b5624.png)

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

## [About Audienceful's Integration](https://zapier.com/help/doc/how-to-get-started-with-audienceful-on-zapier#about-audiencefuls-integration)

**What kind of authentication does Audienceful use?**

Audienceful uses OAuth.

**Do I need a paid Audienceful account to use Audienceful with Zapier?**

You don't need a specific Audienceful plan to use Audienceful with Zapier.

**Do I need special account permissions in Audienceful to use Audienceful with Zapier?**

There aren't any specific Audienceful account permissions to connect Audienceful to Zapier.

**Are there any API token limits in Audienceful when I use Audienceful with Zapier?**

No, there are no token limits when using Audienceful with Zapier.

**Are there any webhook subscription limits in Audienceful when I use Audienceful with Zapier?**

Audienceful doesn't have any webhook subscription limits when you use Audienceful with Zapier.

**Are custom fields in Audienceful supported when I use Audienceful with Zapier?**

No, Audienceful doesn't support custom fields.

**Does Audienceful use real trigger samples from my Audienceful account?**

Yes, Audienceful provides real trigger samples from your Audienceful account.

**What kind of Audienceful hosted account can I use with Zapier?**

Audienceful's Zapier integration supports self-hosted accounts only.

## [Connecting with Audienceful](https://zapier.com/help/doc/how-to-get-started-with-audienceful-on-zapier#connecting-with-audienceful)

When you create a Audienceful Zap, you'll be asked to log in to your Audienceful account (unless you are already logged in).

[![Login to Audienceful](https://cdn.zappy.app/ac227349aad9b5447ed33d011360de9f.png)](https://cdn.zappy.app/ac227349aad9b5447ed33d011360de9f.png)

Finally, you will be asked to give Zapier permission to access your account. Click **Authorize** to continue.

[![Login to APP](https://cdn.zappy.app/7be0a92f8d3feff6c34780b555022577.png)](https://cdn.zappy.app/7be0a92f8d3feff6c34780b555022577.png)

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

## [About AMcards's Integration](https://zapier.com/help/doc/how-get-started-amcardscom-zapier#about-amcardss-integration)

**What kind of authentication does AMcards use?**

AMcards uses OAuth.

**Do I need a paid AMcards account to use AMcards with Zapier?**

You don't need a specific AMcards plan to use AMcards with Zapier.

**Do I need special account permissions in AMcards to use AMcards with Zapier?**

There aren't any specific AMcards account permissions to connect AMcards to Zapier.

**Are there any API token limits in AMcards when I use AMcards with Zapier?**

No, there are no token limits when using AMcards with Zapier.

**Are there any webhook subscription limits in AMcards when I use AMcards with Zapier?**

AMcards doesn't have any webhook subscription limits when you use AMcards with Zapier.

**Are custom fields in AMcards supported when I use AMcards with Zapier?**

No, AMcards does not support custom fields.

**Does AMcards use real trigger samples from my AMcards account?**

Yes, AMcards provides real trigger samples from your AMcards account.

**What kind of AMcards hosted account can I use with Zapier?**

AMcards's Zapier integration supports cloud-hosted accounts only.

## [Connecting with AMcards](https://zapier.com/help/doc/how-get-started-amcardscom-zapier#connecting-with-amcards)

When you create a AMcards Zap, you'll be asked to log in to your AMcards account (unless you are already logged in).

[![Login to AMcards](https://cdn.zappy.app/e68de3fbe90bccabde916886a3b8bf9f.png)](https://cdn.zappy.app/e68de3fbe90bccabde916886a3b8bf9f.png)

Finally, you will be asked to give Zapier permission to access your account. Click **Authorize** to continue.

[![Login to APP](https://cdn.zappy.app/ce128a8d7b0b0f5af19b14d16cf43d6f.png)](https://cdn.zappy.app/ce128a8d7b0b0f5af19b14d16cf43d6f.png)

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

## About Chili Piper's Integration

**What kind of authentication does Chili Piper use?**

Chili Piper uses API keys.

**Do I need a paid Chili Piper account to use Chili Piper with Zapier?**

You need a paid Chili Piper plan to use Chili Piper with Zapier. [https://www.chilipiper.com/pricing](https://www.chilipiper.com/pricing)

**Do I need special account permissions in Chili Piper to use Chili Piper with Zapier?**

You need to be a Chili Piper Super Admin to connect Chili Piper to Zapier.

**Are there any API token limits in Chili Piper when I use Chili Piper with Zapier?**

No, there are no token limits when using Chili Piper with Zapier.

**Are there any webhook subscription limits in Chili Piper when I use Chili Piper with Zapier?**

Chili Piper doesn't have any webhook subscription limits when you use Chili Piper with Zapier.

**Are custom fields in Chili Piper supported when I use Chili Piper with Zapier?**

No, Chili Piper does not support custom fields.

**Does Chili Piper use real trigger samples from my Chili Piper account?**

No, Chili Piper does not provide real trigger samples from your Chili Piper account. Only generic samples are provided.

**What kind of Chili Piper hosted account can I use with Zapier?**

Chili Piper's Zapier integration supports cloud-hosted accounts only.

## Connecting with Chili Piper

When you create a Chili Piper Zap, you'll be asked to enter your Chili Piper API key.

[![Chili Piper API Key](https://cdn.zappy.app/9f401104e6f2ba614e41d18ca6305195.png)](https://cdn.zappy.app/9f401104e6f2ba614e41d18ca6305195.png)

To locate your API Key in your Chili Piper account, please follow these steps:

1.  Log into your app account.
2.  Click **My Workspace** and select **Admin Center**.
3.  Click **Integrations** from the left menu.
4.  Under Zapier, click **Copy** to copy the API key to your clipboard.

[![Chili Piper API Key in account](https://cdn.zappy.app/51b5a36703dadb01d94ecccfbf413631.png)](https://cdn.zappy.app/51b5a36703dadb01d94ecccfbf413631.png)

Paste your key back into your Zapier account, then click **Yes, continue**.

If all steps were successful, your Chili Piper account will be connected.
How to get started with IDWise on Zapier – Zapier

## About IDWise's Integration

**What kind of authentication does IDWise use?**

IDWise uses basic authentication.

**Do I need a paid IDWise account to use IDWise with Zapier?**

You don't need a specific IDWise plan to use IDWise with Zapier. [https://www.idwise.com/pricing](https://www.idwise.com/pricing)

**Do I need special account permissions in IDWise to use IDWise with Zapier?**

There aren't any specific IDWise account permissions to connect IDWise to Zapier.

**Are there any API token limits in IDWise when I use IDWise with Zapier?**

No, there are no token limits when using IDWise with Zapier.

**Are there any webhook subscription limits in IDWise when I use IDWise with Zapier?**

IDWise doesn't have any webhook subscription limits when you use IDWise with Zapier.

**Are custom fields in IDWise supported when I use IDWise with Zapier?**

Yes, IDWise supports custom fields.

**Does IDWise use real trigger samples from my IDWise account?**

Yes, IDWise provides real trigger samples from your IDWise account.

**What kind of IDWise hosted account can I use with Zapier?**

IDWise's Zapier integration supports cloud-hosted accounts only.

## Connecting with IDWise

When you create a IDWise Zap, you'll be asked to log in to your IDWise account.

Enter your IDWise username and password to connect your IDWise account.

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

## [About BOSSDesk's Integration](https://zapier.com/help/doc/how-to-get-started-with-bossdesk-on-zapier#about-bossdesks-integration)

**What kind of authentication does BOSSDesk use?**

BOSSDesk uses API keys.

**Do I need a paid BOSSDesk account to use BOSSDesk with Zapier?**

You need a professional or enterprise [BOSSDesk plan](https://www.boss-solutions.com/bossdesk-pricing) to use BOSSDesk with Zapier.

**Do I need special account permissions in BOSSDesk to use BOSSDesk with Zapier?**

No, you don't need special account permissions in BOSSDesk to connect BOSSDesk to Zapier.

**Are there any API token limits in BOSSDesk when I use BOSSDesk with Zapier?**

No, there are no token limits when using BOSSDesk with Zapier.

**Are there any webhook subscription limits in BOSSDesk when I use BOSSDesk with Zapier?**

BOSSDesk doesn't have any webhook subscription limits when you use BOSSDesk with Zapier.

**Are custom fields in BOSSDesk supported when I use BOSSDesk with Zapier?**

Yes, BOSSDesk supports custom fields.

**Does BOSSDesk use real trigger samples from my BOSSDesk account?**

Yes, BOSSDesk provides real trigger samples from your BOSSDesk account.

**What kind of BOSSDesk hosted account can I use with Zapier?**

BOSSDesk's Zapier integration supports both self-hosted and cloud-hosted accounts.

## [Connecting with BOSSDesk](https://zapier.com/help/doc/how-to-get-started-with-bossdesk-on-zapier#connecting-with-bossdesk)

When you create a BOSSDesk Zap, you'll be asked to enter your BOSSDesk API key.

[![BOSSDesk API Key](https://cdn.zappy.app/340c018a4ee09ecb05c4ded137d13527.png)](https://cdn.zappy.app/340c018a4ee09ecb05c4ded137d13527.png)

To locate your API Key in your BOSSDesk account, please follow these steps:

1.  Log into your BOSSDesk instance.
2.  Go to **Settings | Integrations | Zapier**.
3.  Enable the integration and click **Save**.
4.  Click the **three dots icon**, then copy the API key to your clipboard.

Paste your key back into your Zapier account, then click **Yes, continue**.

If all steps were successful, your BOSSDesk account will be connected.
How to get started with Fieldnotes on Zapier – Zapier

## About Fieldnotes's Integration

**What kind of authentication does Fieldnotes use?**

Fieldnotes uses API keys.

**Do I need a paid Fieldnotes account to use Fieldnotes with Zapier?**

You don't need a specific Fieldnotes plan to use Fieldnotes with Zapier.

**Do I need special account permissions in Fieldnotes to use Fieldnotes with Zapier?**

There aren't any specific Fieldnotes account permissions to connect Fieldnotes to Zapier.

**Are there any API token limits in Fieldnotes when I use Fieldnotes with Zapier?**

No, there are no token limits when using Fieldnotes with Zapier.

**Are there any webhook subscription limits in Fieldnotes when I use Fieldnotes with Zapier?**

Fieldnotes doesn't have any webhook subscription limits when you use Fieldnotes with Zapier.

**Are custom fields in Fieldnotes supported when I use Fieldnotes with Zapier?**

No, Fieldnotes does not support custom fields.

**Does Fieldnotes use real trigger samples from my Fieldnotes account?**

No, Fieldnotes does not provide real trigger samples from your Fieldnotes account. Only generic samples are provided.

**What kind of Fieldnotes hosted account can I use with Zapier?**

Fieldnotes's Zapier integration supports both self-hosted and cloud-hosted accounts.

## Connecting with Fieldnotes

When you create a Fieldnotes Zap, you'll be asked to enter your Fieldnotes API key.

To locate your API Key in your Fieldnotes account, please follow these steps:

1.  Log into Fieldnotes app account.
2.  Click **Settings** from the top right menu.
3.  In _Integrations_ click **Zapier**.
4.  Click **Generate API Key**.
5.  Copy the API key to your clipboard.

Paste your key back into your Zapier account, then click **Yes, continue**.

If all steps were successful, your Fieldnotes account will be connected.
How to get started with CloudContactAI on Zapier – Zapier

## Connect to CloudContactAI on Zapier

CloudContactAI uses API keys to [authenticate](https://platform.zapier.com/docs/auth) your account on Zapier.

### Required authentication fields

*   API Key

### Optional authentication fields

*   None

### Additional authentication instructions

1.  Go to [https://app.cloudcontactai.com](https://app.cloudcontactai.com/).
2.  Click on **Settings**.
3.  Select the **Security** tab.
4.  Click **New API Key**.
5.  Click **Copy API Key**.

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

## About CloudContactAI's app

|     |     |     |
| --- | --- | --- |
| Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only |
| Is a paid CloudContactAI plan required? | Yes | You must have an Essentials, Professional, or Enterprise plan in CloudContactAI. Trial accounts don't have access to the API key.  <br>View CloudContactAI’s plans. |
| Are any special account permissions required? | No  |
| Are there usage limits? | No  | This API has no limits.  <br>Learn more about CloudContactAI’s [usage limits](https://developer.cloudcontactai.com/reference/sends-an-sms-to-an-specific-contact). |
| Are there pagination limits? | No  | There isn't pagination on the list subscriptions  <br>Learn more about CloudContactAI’s [pagination limits](https://developer.cloudcontactai.com/reference/list-subscriptions). |
| Do trigger samples use real data from your account or generic data? | Generic trigger samples | Learn more about CloudContactAI’s [creating contact's in CloudContactAI](https://developer.cloudcontactai.com/reference/creates-a-contact) and [sending an SMS to a specific contact](https://developer.cloudcontactai.com/reference/sends-an-sms-to-an-specific-contact). |
| Are custom fields supported? | No  |     |
| Do update actions overwrite or append to existing data? | Not applicable |     |
| Is there any additional info? | Yes | Find additional info about [using CloudContactAI](https://developer.cloudcontactai.com/reference) in Zapier. |
How to get started with Taskade on Zapier – Zapier

## About Taskade's Integration

**What kind of authentication does Taskade use?**

Taskade uses OAuth.

**Do I need a paid Taskade account to use Taskade with Zapier?**

You don't need a specific Taskade plan to use Taskade with Zapier.

**Do I need special account permissions in Taskade to use Taskade with Zapier?**

There aren't any specific Taskade account permissions to connect Taskade to Zapier.

**Are there any API token limits in Taskade when I use Taskade with Zapier?**

No, there are no token limits when using Taskade with Zapier.

**Are there any webhook subscription limits in Taskade when I use Taskade with Zapier?**

Taskade doesn't have any webhook subscription limits when you use Taskade with Zapier.

**Are custom fields in Taskade supported when I use Taskade with Zapier?**

Yes, Taskade supports custom fields.

**Does Taskade use real trigger samples from my Taskade account?**

Yes, Taskade provides real trigger samples from your Taskade account.

**What kind of Taskade hosted account can I use with Zapier?**

Taskade's Zapier integration supports cloud-hosted accounts only.

## Connecting with Taskade

When you create a Taskade Zap, you'll be asked to log in to your Taskade 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 successful, your Taskade account will be connected.
How to get started with Intractly (Text) on Zapier – Zapier

## Connect to Intractly (Text) on Zapier

Intractly (Text) uses API keys to [authenticate](https://platform.zapier.com/docs/auth) your account on Zapier.

### Required authentication fields

*   Instance ID
*   Access Token

### Optional authentication fields

*   None

### Additional authentication instructions

1.  Login to [Intractly](https://marketing.intractly.com/login).
2.  Click the **WhatsApp icon** in the left sidebar.
3.  Select the **WhatsApp Account** in the left sidebar.
4.  Click the **Profile icon**.
5.  Copy the **Instance ID** & **Access Token** to your clipboard.

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

## About Intractly (Text)'s app

|     |     |     |
| --- | --- | --- |
| Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only |     |
| Is a paid Intractly (Text) plan required? | Yes | *   Startup Plan<br>*   Business Plan<br>*   Enterprise Plan<br><br>View Intractly (Text)’s plans. |
| Are any special account permissions required? | No  |     |
| Are there usage limits? | No  |     |
| Are there pagination limits? | No  |     |
| Do trigger samples use real data from your account or generic data? | Not applicable |     |
| Are custom fields supported? | No  |     |
| Do update actions overwrite or append to existing data? | Not applicable |     |
| Is there any additional info? | No  |     |
Different field types in Zapier Tables – Zapier

[Zapier Tables](https://tables.zapier.com/) has different field types that provide features like formatting data or triggering Zaps. 

|     |     |
| --- | --- | 
| **Field name** | **Features** |
| [Button](https://help.zapier.com/hc/en-us/articles/15720961080717) | Clickable buttons that trigger or continue Zaps. |
| Checkbox | Clickable checkbox in a record. |
| Date & Time | Time and/or date field.  <br>You can define the format and timezone for each field. |
| Dropdown | List of items that can be selected. You can create the list items or select a different table as the source. |
| Email | Stores one valid email per record. |
| Link | Hyperlink or hypertext field. Limited to 2,048 characters. |
| Long text | Open text field with multiple rows for text entry.  <br>Limited to 10,000 characters. |
| Number | Integer or decimal field.  <br>Limited to 7 decimal digits. |
| Text | Open text field with a single row for text entry.  <br>Limited to 255 characters. |
| Currency | Format numbers as a specific currency.<br><br>Select from one of the available currencies, and if it should show decimals or not. |
| Phone number | Format numbers as phone numbers.<br><br>Select from one of the available formats. |
| JSON | Store and validate JSON-formatted content. |
| [AI Field](https://help.zapier.com/hc/en-us/articles/17710260699533) | Generate content based on values of other table fields using AI. Available on [Tables' paid plans](https://zapier.com/l/tables/pricing). |

Learn more about creating fields and working with [Zapier Tables](https://help.zapier.com/hc/en-us/articles/9804340895245).
How to get started with BROADNET SMS on Zapier – Zapier

## Connect to BROADNET SMS on Zapier

BROADNET SMS uses API keys to [authenticate](https://platform.zapier.com/docs/auth) your account on Zapier.

### Required authentication fields

*   API key

### Optional authentication fields

*   None

### Additional authentication instructions

1.  Email noc@broadnet.me to request your API Key.
2.  It will be sent to the registered email address on your BROADNET SMS account.

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

## About BROADNET SMS's app

|     |     |     |
| --- | --- | --- |
| Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only |     |
| Is a paid BROADNET SMS plan required? | Yes | You must have a minimum of 1000 SMS. Sender IDs registration is also required in some countries.  <br>View BROADNET SMS’s plans. |
| Are any special account permissions required? | Yes | IP should be whitelisted. |
| 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? | Not applicable |     |
| Is there any additional info? | No  |     |
How to get started with Leadmonk on Zapier – Zapier

## Connect to Leadmonk on Zapier

Leadmonk uses API keys to authenticate your account on Zapier.

### Required authentication fields

*   API key

### Optional authentication fields

*   None

### Additional authentication instructions

1.  Log into your Leadmonk App account.
2.  Select **Integrations** from the left sidebar.
3.  Next to _Zapier_, click **Connect**.
4.  Go to **WebHooks and Connectors**, then click **Copy key** to copy your API key to your clipboard.

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

## About Leadmonk's app

|     |     |     |
| --- | --- | --- |
| Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | Learn more about Leadmonk’s [supported accounts](https://leadmonk.freshdesk.com/support/solutions/articles/84000352740-getting-started-with-leadmonk). |
| Is a paid Leadmonk plan required? | Yes | View Leadmonk’s [plans](https://www.leadmonk.io/pricing-annual). |
| 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? | Yes |     |
| Do update actions overwrite or append to existing data? | Not applicable |     |
| Is there any additional info? | No  |     |