seansullivan/Zapier-Docs huggingface dataset:
Common Problems with Schedule – Zapier

## I need to trigger on only certain days of the week when using the "Every Day" Trigger.

To do this, you would want to set up a filter step after your trigger that looks like this:

![Day of the Week Filter](https://cdn.zapier.com/storage/photos/06529c73a0ce9f29e8df842eab3db910.png)

You can then use the following numbers to correspond with the day of the week you'd like to trigger on:

*   0 - Monday
*   1 - Tuesday
*   2 - Wednesday
*   3 - Thursday
*   4 - Friday
*   5 - Saturday
*   6 - Sunday

## Can I Trigger a Zap Quarterly or Annually?

You can! To do so you'll want to set use the "Every Month" trigger, then add a filter step to ensure the Zap triggers less frequently. For example, if I want my Zap to trigger annually on April 15th (Tax day!), I add a filter so the Zap only triggers on month '4':

![](https://cdn.zapier.com/storage/photos/10ac060b169a8408b33d8f2483f5e61b.png)  
![](https://cdn.zapier.com/storage/photos/71bc60c95c0913e4a5e322b7b68989cd.png)

For quarterly Zaps I'll do the same thing, just add more filters with OR logic. So if I want to trigger a Zap every quarter (March, June, September, December) on the 15th, the filters would look like this:

![](https://cdn.zapier.com/storage/photos/7c5bc7832e3c4e8e7fdec39b44242983.png)

You can make the month or the day of the month whatever you like, just tweak the selections in your filter step to fit your needs!

## Can I set a time that is not on the hour using the "Every Day" Trigger?

Right now, you can only choose a time that's on the hour using the Schedule Every Day Trigger:  
![on the hour](https://cdn.zapier.com/storage/photos/26a4fee2e336540ab180cc51be74c955.png)

You can add a [Delay Action](https://zapier.com/apps/delay/integrations) afterwards to hold the task for less than an hour. For example, if you want the zap to trigger at 10:25, you could schedule it to run at 10 and then "Delay Until" 10:25.

**Note: because tasks queue, it is not guaranteed that the zap will run precisely to the minute. They should run within a few minutes of what you schedule.**

Another workaround solution for this is to use [Google Calendar](https://zapier.com/apps/google-calendar/integrations) instead. Simply set up your event recurring at your chosen time on a Google Calendar, then use Google Calendar "Event Start" as your Trigger.

![event start at the trigger](https://cdn.zapier.com/storage/photos/43eb539ef5100cb9916561fc6e1eb701.png)
How to Get Started With Amazon SQS – Zapier

There are two things you'll need to do to make SQS work with Zapier:

1.  Add a new queue in SQS (if you already use SQS you probably already have one you want to use, if not, directions are below as well).
2.  Add a new Zapier user via IAM with only permission to use SQS and give those AWS Security Credentials to Zapier.

## Add a New SQS Queue

Navigate to SQS by clicking the icon from your AWS dashboard. Then click the "Create New Queue" button near the top left corner.

![New queue button screenshot](https://cdn.zapier.com/storage/photos/dbab226c43a663e97ea1ce48936acec3.png)

A dialog will pop up. Fill it out to your liking and hit the create button.

![Create queue dialog](https://cdn.zapier.com/storage/photos/9df54507a9b00aae50995787774923b8.png)

## Create Security Credentials by Adding a New Zapier User to IAM

To add an SQS account to Zapier, you should [follow these instructions](https://zapier.com/help/how-get-started-amazon-ses/#create-security-credentials-by-adding-a-new-zapier-user-to-iam). They will walk you through setting up a user in IAM and adding that account to Zapier. Remember that you want to select SQS instead of SES where applicable.
How to Get Started with IMAP on Zapier – Zapier

To connect your email account to Zapier using IMAP, click to connect a new account in Step 2 of your zap.

![IMAP Config](https://cdn.zapier.com/storage/photos/bf7b9b6c2dc84040a0df066ce386cfef.png)

On the next screen, you'll be asked for several bits of information to finish that configuration:

*   **Host** - This will be the URL for your IMAP server. For example, Gmail's is imap.gmail.com
*   **Username** - This is typically the username and/or email address you use to log in to your email account
*   **Password** - This is the password you use to log in to your email account
*   **Port** - We let you choose either Port 143(default) or Port 993. Consult your email provider's IMAP instructions if you aren't sure which you need.

After you fill all those fields in, you click continue and we'll try to connect to your IMAP account to finish that configuration.

![IMAP success](https://cdn.zapier.com/storage/photos/2f7ff10773b99e832527008f05a10fa8.png)
How to Get Started with Jenkins – Zapier

The jenkins integration on Zapier actually uses a webhook notification plugin rather than communicating with the Jenkins API. For most people Jenkins typically has the proverbal "keys to the kingdom" so we've opted to use the [notification plugin](https://wiki.jenkins-ci.org/display/JENKINS/Notification+Plugin) to avoid making people open their jenkins server up.

## Setup the Plugin

In Jenkins, navigate to the plugins panel:

![Plugins](https://cdn.zapier.com/storage/photos/a62742bd1e0a3611baca61f18ebf2248.png)

Locate the Notification Plugin and check the checkbox to install it!

![Notification Plugin](https://cdn.zapier.com/storage/photos/dc146bbc5bfee24f307546482ae3e396.png)

Install the plugin and restart jenkins

![Install and restart](https://cdn.zapier.com/storage/photos/9dd878f6cd8053a6faf541bd8b5fab57.png)

Now create a new job or modify an existing job, you'll see an option to add an endpoint:

![notification endpoint](https://cdn.zapier.com/storage/photos/76bfefb34ab97cf18ca56b081044f5f7.png)

## Setup a Zap

Create a new Zap using Jenkins as the trigger (in this example we'll push to Slack).

![Jenkins to Twitter](https://cdn.zapier.com/storage/photos/9d54cae3c3e28ae5007e12296200c2d4.png)

Copy the webhook URL from step 2 to a notification endpoint by creating a new notification endpoint in jenkins.

![Copied in compadre](https://cdn.zapier.com/storage/photos/0b77b91c1dd958aa02bfef2dcedd5011.png)

Map your fields to the action in step 5.

![Map fields](https://cdn.zapier.com/storage/photos/d36fdd7c553d22a1710fed37311e49cb.png)

(for fun you may also set the bot icon URL)

![Bot icon](https://cdn.zapier.com/storage/photos/32d4f9456cc8e953d473c7651db9885f.png)

Run a single build, load the samples in step 6 and test the zap to see the output in your action side service.

![So cool.](https://cdn.zapier.com/storage/photos/bf6d0083a2548d7dcb44e04ac511a884.png)

If everything goes well, turn the zap on and you're good to go! You can also add many endpoints to a single job, so you can have a ton of post-build operations that happen outside jenkins get kicked off.
How to Get Started with Typeform – Zapier

## About Typeform's Integration

*   **Admin/owner permissions** - you don't need extra or special permissions to access any Typeform resources. However, for forms created in Shared Workspaces, the connected account needs to be the owner of the Shared Workspace to access the form in the dropdown menu of the Zap Editor ([or use the workaround outlined below](https://zapier.com/help/typeform/#my-form-isn39t-available-in-the-dropdown-for-the-new-entry-trigger)).
*   **Paid/versioned account** - any plan (free or paid) and any version of Typeform can access the integration.
*   **Custom field support** - Yes, custom fields (question types) are supported.
*   **Partner's documentation**: More information can be found [here](https://www.typeform.com/help/connect-typeform-to-your-favorite-tools/).

## Setting up the Typeform Integration

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

![Click to connect Typeform](https://zappy.zapier.com/49EC4950-4E20-45B5-B60F-9B6442907FF5.png)

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

![Typeform Login](https://zappy.zapier.com/7809A265-471B-416D-8112-C47C3134065E.png)

Next you will be asked to let Zapier have access to your Typeform account by clicking "Accept".

![Typeform Allow Access](https://zappy.zapier.com/12AF9B04-17FE-48E2-9D97-7BE9E0B86BC8.png)

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

![Typeform connection successfull](https://zappy.zapier.com/C2812814-910D-4F37-9FC9-A1EB1278528B.png)
Common Problems with Olark – Zapier

## My Zap is not triggering as fast as it should!

Olark can take a bit longer to consider a chat session finished and to generate a transcript than one might assume in using Olark. Your Zap will trigger as soon as Olark pushes that transcript to the zap, but it might be slightly more delayed than you expect.

## My transcripts aren't triggering the Zap

Make sure that your webhook is set up to send all transcripts automatically. You can do that [by going here](https://www.olark.com/crm/webhook) and making sure the "Send chat transcripts automatically" checkbox is checked.
How to get started with Slack on Zapier – Zapier

## Connect to Slack on Zapier

Slack uses Oauth to authenticate your account on Zapier.

*   Enter your Slack username and password to authenticate. 
*   Grant Zapier permission to access your account if prompted to.

## About Slack's app

|     |     |     |
| --- | --- | --- |
| Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts |     |
| Is a paid Slack plan required? | No  | View Slack's [plans](https://app.slack.com/plans/). |
| Are any special account permissions required? | Yes | You'll need to be a Slack owner and an admin. Learn more about Slack's [account permissions](https://slack.com/intl/en-gb/help/articles/218124397-Change-a-member%E2%80%99s-role#free,-pro-and-business+-subscriptions-2). |
| Are there usage limits? | Yes | If you're on a free Slack plan, there is a limit of [10 apps you can add to your Slack workspace](https://slack.com/intl/en-gb/help/articles/360001537467-Guide-to-apps-in-Slack). |
| Are there pagination limits? | Not applicable |     |
| Do trigger samples use real data from your account or generic data? | Real sample data | Sample data for new Slack messages will always include the _threads\_ts_ field, even if it's not in a thread. You can use this field to [filter your Zaps](https://help.zapier.com/hc/en-us/articles/8496276332557-Add-conditions-to-Zaps-with-filters) to only trigger on new messages, not in Slack threads. On a Zap run, the _threads\_ts_ field will only appear if it's a message within a thread. |
| Are custom fields supported? | Not applicable |     |
| Do update actions overwrite or append to existing data? | Not applicable |     |
| Is there any additional info? | Yes | *   [Tips for Formatting Slack Messages](https://help.zapier.com/hc/en-us/articles/8496025607181)<br>*   [Using Zapier's App Home in Slack](https://help.zapier.com/hc/en-us/articles/8496099967757)<br>*   [Use Slack Workflow Builder with Zapier](https://help.zapier.com/hc/en-us/articles/9106223489805)<br>*   [Working with Message Attachments in Slack](https://help.zapier.com/hc/en-us/articles/8495990498957)<br>*   [Common Problems with Slack](https://help.zapier.com/hc/en-us/articles/8495977326477) |
Common Problems with OneNote – Zapier

## To Do items aren't being added with checkboxes

Here's how to add a To Do item (perhaps in an "Append Note" action) with checkboxes in OneNote.

![](https://cdn.zapier.com/storage/photos/c41727c43c0338bb6807a21e67c6e498.png)

Set the Content Type to "Html" and wrap the name of the To Do item in a `<p>` tag with a `data-tag="to-do"` attribute, like this: `<p data-tag="to-do">item name</p>`:

![](https://cdn.zapier.com/storage/photos/d76d9065bf481f2b3f93dbeeadf408c8.png)

## There are Sections in my Notebook but the New Note in Section Trigger does not show them.

This can happen if you are using Section Groups. We can only see Sections that have not been placed in a Section Group.

As you can see below, the 3 Sections I've put into a Section Group don't appear in Zapier.  
![](https://cdn.zapier.com/storage/photos/1c13d54dcff859748878421c075e6b37.png)
How to get started with Jotform on Zapier – Zapier

## About the Jotform Integration

*   **Admin/owner permissions**: Sub-user accounts can run into permissions errors with fetching data and it may be necessary to get access to the main account. European users will need to select "Yes" when asked "Do you use European Datacentres?" while connecting their accounts.
*   **Paid/versioned account**: Free Jotform accounts are limited to 1,000 API requests per day. Paid JotForm accounts are limited to 10,000 API requests per day. For branded accounts (i.e. yourcompanyname.jotform.com), use the Jotform [Enterprise app](https://zapier.com/apps/jotform-enterprise/integrations).

## Setting up the Jotform Integration

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

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

You should then get a pop-up window from Jotform asking you to log-in and allow the connection between that Jotform account and Zapier.

After logging in and clicking the green button to allow the connection, you'll get sent back to your zap where you now have your Jotform account connected!
How to Get Started with New Relic – Zapier

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

![Connect New Relic to Zapier](https://cdn.zapier.com/storage/photos/248215017ab290cf6b9956eda4aa7e6a.png)

You should then log into your New Relic account to retrieve your API key. To find your New Relic API key, navigate to Account Settings > API Keys.

![Retrieve your New Relic API key](https://cdn.zapier.com/storage/photos/2e8e1867701677b22be4ec54fb85bd08.png)

If you already have a key, click "Show Key" and copy/paste that into Zapier. Or, generate a new REST API key if you don't already have one.

![Zapier tests your connection](https://cdn.zapier.com/storage/photos/1e00a49ac8a57280d98629408990e221.png)

Entering your New Relic API key finishes the process! Your New Relic account is now connected to Zapier.
How to Get Started with Tender Support – Zapier

To get started with Tender Support, you'll need to copy the supplied webhook URL and log in to your Scout Monitoring account.

![Connect your Tender Support account to Zapier](https://cdn.zapier.com/storage/photos/db303dafad00856182c7e13e8c172daa.png)

Next, click your "Accounts and Setting" menu and select "Extras".

![Tender Support Notifications](https://cdn.zapier.com/storage/photos/0f0b954436d9df066c0908e57af513b0.png)

On the next screen, you'll want to head to the Webhooks tab and click the "Create your first webhook" button and choose the "When a discussion is created or replied to" option.

![Tender Support Add Webhook](https://cdn.zapier.com/storage/photos/ea0d9e43c79f7dc748885c5b25e505f1.png)  
![Tender Support Configure Webhook](https://cdn.zapier.com/storage/photos/415e3ec9f6a9bbe03808325a79861827.png)

Next, name your webhook, paste in the Zapier webhook URL, and click "Save".

![Tender Support Enter Webhook](https://cdn.zapier.com/storage/photos/0029ce11989ba372e67d5ab12038bfe6.png)

Once you've entered your webhook URL, clicked "Save", you should be good to go!
How to Get Started with GoToMeeting on Zapier – Zapier

To get started with GoToMeeting, first click to add a GoToMeeting account in your Zap.

![Click to add a GoToMeeting account](https://cdn.zapier.com/storage/photos/b2889b7233d0b7f4b85b681c4a47a924.png)

Next, you'll name this GoToMeeting account.

![Name the GoToMeeting account inside Zapier](https://cdn.zapier.com/storage/photos/1eac7c3a46313b2cf006b7078ae5bbc9.png)

You should then get a pop-up window from GoToMeeting asking you to log-in to authorize the connection between that GoToMeeting account and Zapier.

![Log in to authorize your GoToMeeting account](https://cdn.zapier.com/storage/photos/1c29b12fd1cee890439ea2736b6105fb.png)

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

![Your GoToMeeting account is authorized](https://cdn.zapier.com/storage/photos/e2a232a3fb1c724ca841e8b240fe8b32.png)
How to Get Started With Stripe (Legacy) – Zapier

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

This is a legacy version of the Stripe app. It's only available to existing users of the legacy app.

When you start creating a Stripe (Legacy) Zap, you will be asked to connect your Stripe account.

![Connect your Stripe account to Zapier](https://cdn.zappy.app/0a88656ef9924f61d91656eb80a412e0.png)

Next, you'll be asked to enter your Stripe email and password.

![Stripe Oauth](https://cdn.zappy.app/f79b1d4b44f9930bde7e55272cac7b4b.png)

Next, select the Stripe account you'd like to connect to Zapier.

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

Stripe allows you to set up a maximum of 16 connections per account. This includes connections both inside and outside of Zapier. Each Zap uses 1 connection.  
You can use [Paths](https://zapier.zendesk.com/hc/en-us/articles/8496288555917) to create multiple outcomes from a single Stripe trigger.

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

![Stripe connection successful](https://cdn.zappy.app/fdf5f3ba902ac4b672c59d28dd6e5314.png)
Common Problems with Constant Contact – Zapier

## I'm getting an error that a contact already exists in Constant Contact, but I know it's not in that list.

Constant Contact identifies duplicates at the account level so you may see this error even if the contact is in another list. If you'd like to move that contact to a different list in your Constant Contact account, you can update the contact instead of creating it. To do so, you use the following workflow:

*   Add a **Find Contact** action to search for the email address. Make sure to select the option to create a new contact if none is found.
*   Replace the **Create Contact** action with the **Update Contact** action and set it up. This will allow the Zap to update the list the email belongs to, whenever it's already been added to your account.

Read more about [search actions in Zaps](https://zapier.zendesk.com/hc/en-us/articles/8496241402253).

## I'm getting an error saying "You don't have permission to perform this action"

Constant Contact requires your account to have the `Account Manager` role in order to be able to add or edit Contacts via their API. [Learn more here](https://community.constantcontact.com/t5/Product-News/Adding-Multiple-Users-To-Your-Account/ba-p/100441) by looking at the Constant Contact help guide for this setting.
How to Get Started with GoToWebinar – Zapier

## About the GoToWebinar Integration

*   **Custom field support**: Some

## Setting up the GoToWebinar Integration

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

![Click to connect GoToWebinar](https://cdn.zapier.com/storage/photos/b5ac6af276da257839bbf2eff0f8c004.png)

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

![GoToWebinar Login](https://cdn.zapier.com/storage/photos/c5b28b73f88f0286dcd0cb200dc69346.png)

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

![GoToWebinar connection successfull](https://cdn.zapier.com/storage/photos/0ce045ccec1a69b0e7fcbd76086c618f.png)
Common Problems with DocuSign on Zapier – Zapier

## Zap with Envelope sent or completed trigger not triggering/can't pull samples

You must have a paid Docusign plan to use this trigger

## Any other potential restrictions with the DocuSign integration?

The Envelope sent or completed trigger only checks for new envelopes every 15 minutes.
How to Get Started with Follow Up Boss – Zapier

## About the Follow Up Boss Integration

*   **Admin/owner permissions**: Connected account must use the API key for an admin user, and not an agent user
*   **Paid/versioned account**: The integration is available on all Follow Up Boss plans
*   **Authentication method**: Basic Auth
*   **Custom field support**: No
*   **Partner’s Documentation:** [https://help.followupboss.com/hc/en-us/articles/4402371333527-Zapier](https://help.followupboss.com/hc/en-us/articles/4402371333527-Zapier)

When you start creating a Follow Up Boss Zap, you will be asked to connect your Follow Up Boss account.

![Connect your Follow Up Boss account to Zapier](https://zappy.zapier.com/BA2DE83B-6359-4032-9A84-E4C38C912AA0.png)

Next, you'll be asked for your Follow Up Boss API Key.

![Finding your Follow Up Boss API Key](https://zappy.zapier.com/5C7546ED-5336-4E26-BE3B-B550FBD41C33.png)

To find your API Key, you'll first want to log into your account and head to "Admin", followed by "API".

![Follow Up Boss Account Settings](https://zappy.zapier.com/1891F13D-C444-4527-9599-97F233D7E384.png)

Once you've entered your API Key and clicked continue, we'll test your account to make sure the connection works. If it does, you're all set!

![Follow Up Boss Account Test](https://zappy.zapier.com/180011AE-C1B7-4B71-80E5-7D43200217BD.png)
Common Problems With Pardot – Zapier

## Error: Invalid Campaign ID

Make sure you’re using the Campaign ID and not the Campaign Name in this field here:

![](https://cdn.zapier.com/storage/photos/82dab816ed723780ddb2024790f76acc.png)

You can find the ID by opening up the campaign in Pardot. With that open, take a look at the URL. You’ll see something that looks like this: `https://pi.pardot.com/campaign/read/id/811`

The ID would be the number at the end, so in this example, you’d want to enter “811” in the Campaign ID field.

## Some custom fields do not show up in Pardot actions

Custom fields using Radio Button, Checkbox, Dropdown or Multi-Select type are not supported by Pardot’s API, so they are not available in Pardot actions at this time.

## Error: This API user lacks sufficient permissions for the requested operation

Pardot requires that you are an admin to perform certain actions. You can see permissions for your users here: [https://pi.pardot.com/user](https://pi.pardot.com/user)

![](https://cdn.zapier.com/storage/photos/7da92d8fce53719d4a58297ee0e3cfbb.png)

You’ll need to upgrade your user’s role to Admin, then reconnect the account to Zapier and try again.
Common Problems with Wistia – Zapier

## Can I get only the Emails that come from a specific Video?

Right now the "New Visitor Email" trigger can only apply to _all_ videos in your Wistia account. With future improvements we may be able to do allow filtering so that you can segment by a particular video. For any news on new features like that, our [updates blog](https://zapier.com/apps/updates) will have the latest.

## The Upload Video action isn't working

Right now the Upload Video action won't be able to handle large files, the zap will stall out before adding them. Files less than 300 MB should not have problems, but beyond that size we can't guarantee there won't be issues. Uploading multiple videos at once also has the potential to lead to timeouts.
How to Get Started with Microsoft Office 365 on Zapier – Zapier

## About Microsoft Office 365's Integration

**What kind of authentication does Microsoft Office 365 use?**

Microsoft Office 365 uses OAuth.

**Do I need a paid Microsoft Office 365 account to use Microsoft Office 365 with Zapier?**

You need a Business or Enterprise account to use Microsoft Office 365 with Zapier.

**Do I need special account permissions in Microsoft Office 365 to use Microsoft Office 365 with Zapier?**

You need to be granted access by an Admin to use Microsoft Office 365 with Zapier.

## Connecting with Microsoft Office 365

When you create a Microsoft Office 365 Zap, you'll be asked to log in to your Microsoft Office 365 account (unless you are already logged in).

![Login to Microsoft Office 365](https://cdn.zappy.app/77f2d5b6e99e1037f2f4eff1e96bc88d.png)

Finally, you will be asked to give Zapier permission to access your account. Follow the prompts and click **Accept** to continue.

If all steps were successful, your Microsoft Office 365 account will now be connected.
How to Get Started With Amazon CloudWatch – Zapier

You'll need to create an IAM user which has limited permissions, for Zapier to use.

## Create Security Credentials by Adding a New Zapier User to IAM

To add a CloudWatch account to Zapier, you should [follow these instructions](https://zapier.com/help/how-get-started-amazon-ses/#create-security-credentials-by-adding-a-new-zapier-user-to-iam). They will walk you through setting up a user in IAM and adding that account to Zapier. Remember that you want to select CloudWatch instead of SES where applicable.
Common Problems with Thinkific on Zapier – Zapier

## A Note On Bundles, Courses, and the "New Full Enrollment" Trigger

When a Course is added to a Bundle, all Users who are subscribed to a Bundle will be automatically Enrolled in the Course. One note to keep in mind is that this means that any Zaps powered by the "New Full Enrollment" Trigger will run for each User subscribed to that Bundle. It is advisable to consider temporarily turning off any of these Zaps before adding a Course to a Bundle if you do not desire to have that Zap run for each member subscribed to the Bundle. After the Course has been added to the Bundle, the Zap should be able to be turned on with no ill-effects.
How to Get Started with Basecamp 3 on Zapier – Zapier

## Connect to Basecamp 3 on Zapier

Basecamp 3 uses OAuth to authenticate your account on Zapier.

*   Log into Basecamp 3 to authenticate.
*   Grant Zapier permission to access your account if prompted to.

Learn more about [authenticating your Basecamp 3 account](https://platform.zapier.com/docs/auth) in Zapier.

## About Basecamp 3's app

|     |     |     |
| --- | --- | --- |
| Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only |     |
| Is a paid Basecamp 3 plan required? | Yes | Any paid plan can use Zapier.  <br>View Basecamp 3's [plans](https://basecamp.com/pricing). |
| Are any special account permissions required? | Yes | User must have an employee or outside collaborator permission to use Zapier with Basecamp.  <br>Learn more about Basecamp 3's [account permissions](https://3.basecamp-help.com/article/75-permissions). |
| 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 Kajabi on Zapier – Zapier

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

![Click to connect Kajabi ](https://cdn.zapier.com/storage/photos/65dd064b8ea507137ad7fb853ee633e9.png)

Next, you'll be asked to name your Kajabi connection and enter your API Key and API Secret.

![Kajabi username and password](https://cdn.zapier.com/storage/photos/1a5d2be3f846ac315a97b1bece16a3a7.png)

Click “Continue” and if your login details were correct your Kajabi account will now be successfully connected.

![Kajabi connection successfull](https://cdn.zapier.com/storage/photos/707293fa429d053f00e78efbb8b7c6bb.png)
How to Get Started with ClickFunnels on Zapier – Zapier

## About the ClickFunnels Integration

*   **Custom field support**: Yes
*   **Partner’s documentation**: [https://help.clickfunnels.com/hc/en-us/articles/360006579714-Troubleshooting-your-Zapier-ClickFunnels-Integration](https://help.clickfunnels.com/hc/en-us/articles/360006579714-Troubleshooting-your-Zapier-ClickFunnels-Integration)

## Connect to ClickFunnels

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

![Click to connect ClickFunnels](https://cdn.zapier.com/storage/photos/bda8e4719915da8ba90438b019d7bdc8.png)

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

![Login to ClickFunnels](https://cdn.zapier.com/storage/photos/cea97e29860cdbea4105e8d2ed3376ad.png)

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

![Authorize ClickFunnels on Zapier](https://cdn.zapier.com/storage/photos/92537b3fca3882abfcb8da968346fc18.png)

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

![ClickFunnels connection successfull](https://cdn.zapier.com/storage/photos/5e1d127affced5e3b1e43a002e1bf85b.png)
How to Get Started with Google Slides on Zapier – Zapier

## How to Get Started with Google Slides on Zapier.

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

![Click to connect Google Slides](https://cdn.zapier.com/storage/photos/4456aef5dc4b3e2bee2c89a45ccede9f.png)

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

![Login to AGoogle SlidesP](https://cdn.zapier.com/storage/photos/5dde2571623de08d6523945d2404aeb1.png)

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

![Authorize APP on Zapier](https://cdn.zapier.com/storage/photos/8a2c48eb425f7410638185bb27d65d33.png)

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

![Google Slides connection successfull](https://cdn.zapier.com/storage/photos/4c793d0f4bf94f2bb856b6bc8f18edf9.png)
How to Get Started with Bitly on Zapier – Zapier

## How to Get Started with Bitly on Zapier.

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

![Click to connect Bitly](https://cdn.zapier.com/storage/photos/1af1ef97f2f0b8910ecd66fb3572c6f5_2.png)

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

![Login to Bitly](https://cdn.zapier.com/storage/photos/a05e551018c05ae83cdfe9008ed0e04c_3.png)

Finally, you will be asked to give Zapier permission to access your account. Click “Authorize Zapier (Bitly Integration) to use your account?” to continue.

![Authorize Bitly on Zapier](https://cdn.zapier.com/storage/photos/2a4497a33fa3f890229fa043fa074b07_3.png)

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

![Bitly connection successfull](https://cdn.zapier.com/storage/photos/90c54b98492bf7a6320eb2fc884d3757_2.png)
Common Problems With iFormBuilder – Zapier

## Can't add my iFormBuilder Account

If you are unsuccessful in connecting to you iFormBuilder account, you may receive the following message:

![](https://cdn.zapier.com/storage/photos/126cc5e13dc238c779873770e55638e4.png)

When you receive a message like access denied, you most likely:

*   Misspelled the Dedicated Database Name.
*   Incorrectly typed the iFormbuilder log-in credentials.
*   The username does not have Server Admin rights.  
    ![](https://cdn.zapier.com/storage/photos/54bd91d3697b595e833fbe1e610ccb65.png)

To troubleshoot and attempt to connect to your iFormBuilder account we suggest:

*   Select “Connect a different iFormBuilder account” and make sure to use your Server Admin log-in credentials and check spelling.
*   If you have connected before, and it is now not working try [reconnecting that account](https://zapier.com/app/settings/authorizations) to see if that fixes the problem.

If you're trying to connect multiple Zaps to the same form, and you get an error with the message "Maximum endpoint has been set up for this form", this is because you need a growing or emerging plan to do so.

## Unable to Trigger on Subforms

iFormbuilder doesn't webhook data for new records on subforms, only for main forms.

## I get a "We're Having trouble loading Company Profile data" error

![](https://cdn.zapier.com/storage/photos/149941bb06774591f643c63ddf44bbd3.png)

This means that you are not an admin and don't have access to the profile list. However, you can still use a custom value to set up the zap. You can get their Company ID from iFormBuilder.

![](https://cdn.zapier.com/storage/photos/00a1932af9a591721c02c5e5a6e1d991.png)
How to Get Started with JustClick on Zapier – Zapier

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

![Click to connect JustClick](https://zappy.zapier.com/962eebaa6f6e723e55e0aa8c36ea223d.png)

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

![JustClick API Key](https://zappy.zapier.com/f102b36d6ad38228d8a6d8602fd4c039.png)

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

1.  Log into your JustClick account.
2.  Сlick on the "Integration and API" link in the bottom navigation menu.
3.  Copy the API key to your clipboard

![JustClick API Key in account](https://zappy.zapier.com/24b50518e58c1bf6641a5e4a4ab1ad0f.png)

Paste your key back into your Zapier account and then “Continue.”

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

![JustClick connection successful](https://zappy.zapier.com/2211d2c35ae93846bcd3ee61de6d5cac.png)
How to Get Started with Spotify on Zapier – Zapier

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

![Click to connect Spotify](https://cdn.zapier.com/storage/photos/7e48905d7bd1ddc381aa4f6b0b84b2d6.png)

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

![Login to Spotify](https://cdn.zapier.com/storage/photos/725bf365e211c35e041b0e2f96c30b61.png)

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

![Authorize Spotify on Zapier](https://cdn.zapier.com/storage/photos/e90d4c064bf899a1d4bab9b082a6c4f2.png)

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

![Spotify  connection successfull](https://cdn.zapier.com/storage/photos/729838d4ff4973291c3124534504a893.png)
Common Problems with Klaviyo – Zapier

## The Zap says it was successful, but the subscriber wasn't added to the list

If your list is set to use double opt-in in Klaviyo, new subscribers won't be added to the list right away, but will receive a confirmation email. Once the person confirms that they want to opt-in, they will then appear on the list.
How to Get Started with Microsoft To Do on Zapier – Zapier

When you start creating a Microsoft To Do Zap, you will be asked to connect your Microsoft To Do account.

![Click to connect Microsoft To Do](https://zappy.zapier.com/9CBF9984-4E34-4F2A-A562-0E6763B8C88D.png)

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

![Microsoft To Do Login](https://zappy.zapier.com/9358710A-D5FB-4AA3-A836-CFC5C6D6CC2C.png)

If all steps were successful your Microsoft To Do account will now be successfully connected.

![Microsoft To Do connection successfull](https://zappy.zapier.com/E820100D-4059-4AB2-947E-DF529E42C576.png)
How to Get Started with CrewDriver on Zapier – Zapier

## About CrewDriver's Integration

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

CrewDriver uses API Keys.

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

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

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

Only admins with API keys can access all API endpoints. Workers who authenticate using SMS can only use specific triggers and actions.

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

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

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

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

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

No, CrewDriver does not support custom fields.

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

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

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

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

## Connecting with CrewDriver

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

![CrewDriver API Key](https://cdn.zappy.app/48f92b42c0af7241738a677b771ce1cc.png)

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

1.  Log into CrewDriver
2.  Select "Settings" cog in the top right
3.  GO to [https://go.crewdriverapp.com/rest/settings/api\_keys](https://go.crewdriverapp.com/rest/settings/api_keys)
4.  Click the Plus icon
5.  Click the Create Button
6.  Copy the generate API key to your clipboard

![CrewDriver API Key in account](https://cdn.zappy.app/91b42937b8e9826d045e5c576dde1760.png)

Paste your key back into your Zapier account and then “Continue.”

If all steps were successful, your CrewDriver account will now be successfully connected.
Collect leads from LinkedIn Events with Zapier – Zapier

With LinkedIn Event Registration Forms, you can collect registrant info like name, email, job title, company, and country. LinkedIn Events are free to create and host.

To use this app with Zapier:

*   The connected user must be either a super admin or content admin of a company page. Read more about [LinkedIn Company Page permissions](https://www.linkedin.com/help/linkedin/answer/4783).
*   Your event must be public and have the registration form enabled.
*   If you’ve previously used LinkedIn Lead Gen Forms for Ads, you will need to [reconnect](https://zapier.com/app/connections/linkedin-lead-gen-forms) before creating a LinkedIn Events form Zap, as the trigger uses a different API.

You can find more details about how to set up an event registration form on [LinkedIn's help center](https://www.linkedin.com/help/linkedin/answer/122358/registration-forms-used-for-events-organized-by-pages).
Common Problems with Intercom – Zapier

## I'm getting an "Not authorized to access resource" error

This is an issue with permissions for your Intercom API Key. Make sure the API key connected to Zapier has both read and write access.

## Some of my custom attributes are missing

In Intercom, you can have user custom attributes or company custom attributes. The New User trigger will only send the user custom attributes. Even though it does send some basic information about the company, it will not include company custom attributes.

## New conversations aren't triggering

This trigger will trigger if a conversation is with a user OR if the conversation is _initiated_ by a lead. If you're popping up an automated message that a lead responds to, then this conversation will not trigger the zap.

Another reason for a conversation not triggering is assignment rules. Unfortunately, if you have assignment rules picking up conversations, that'll stop them from triggering the zap.

## Not all users are triggering my zap

If you have the Intercom Acquire product, it means some visitors to your site can interact with you via chat, before they sign up. Those are called "Leads" in Intercom and will use the New Lead trigger. If those leads then sign up, they are now users. However, they won't show up on the New User trigger. They can be caught using the Lead Converted to User trigger. Using these two together should give you all your "users".

## Create/Update User action is creating duplicate users

The user has to match on both email and User ID, so if the user's email or user ID changed, a new user will be created. There are three possible scenarios:

1.  _User does not exist._ The Create/Update User action sends an email and User ID. A new user gets created with those attributes.
2.  _User exists but does not have a user ID set._ The Create/Update User action sends the email and User ID. The match is done on the email and the User ID is added to the existing user.
3.  _User exists and has a user ID set._ The Create/Update User action sends the email and User ID. If both match, it'll update the record. If either does not match, it'll create a new record. If you only send the email, it'll update the record.

## My "Lead Converted to User" trigger is not firing

One reason why the webhook may not fire is because the User the Lead was merged into already existed.The webhook triggers when a 'Lead signs up to your app'. If the user record already exists, Intercom make the assumption that they already signed up and doesn't fire the webhook. However, if a lead is converted to a user that didn't previously exist, Intercom will fire the webhook.

## My created company isn't showing up in Intercom

When a company is created in Intercom (via a "Find or Create Company" step for instance) it won't show up in Intercom's UI until a user has been associated with that company. This can be done via the "Create/Update User" action. Once a user has been associated to a company, the company should show up in Intercom.
How to Get Started with Namely on Zapier – Zapier

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

![Click to connect Namely](https://zappy.zapier.com/503D0085-FB99-485C-869F-2AB72A4916B8.png)

You’ll now be asked to enter your Namely subdomain. Please make sure the subdomain is correct.

![Namely Login](https://zappy.zapier.com/3C74AEAD-58F4-4A95-BFAB-6D00E4B758F0.png)

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

![Login to Namely](https://zappy.zapier.com/A909387B-1B22-477A-893A-67F3FE1843A5.png)

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

![Login to APP](https://zappy.zapier.com/0675791E-6175-446A-A0BC-D97674F4AE39.png)

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

![Namely connection successfull](https://zappy.zapier.com/4616A80A-72BE-4AC3-8EDE-9395E084523D.png)
How To Get Started With Alchemer – Zapier

## Connecting with Alchemer

When you create an Alchemer Zap, you'll be asked to enter your Alchemer API key.

![Alchemer API Key](https://cdn.zappy.app/5845d2321cd2313b402aca1efd70ad88.png)

To locate your API Key in your Alchemer account, please follow [the steps suggested in Alchemer’s documentation](https://apihelp.alchemer.com/help/authentication).

Paste your key back into your Zapier account and then “Continue.”

If all steps were successful, your Alchemer account will now be successfully connected.
How to Get Started with Webflow on Zapier – Zapier

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

![Connect your Webflow Account](https://cdn.zapier.com/storage/photos/31ef2df944e284c3138f433a9e7227b1.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.

![Label your Account](https://cdn.zapier.com/storage/photos/7464f55fbaa6fdb968ea0ac62e03d670.png)

You should then get a pop-up window from Webflow asking you login (of you are not already logged in on your browser) and then to authorize the connection between Webflow and Zapier.

![Authorize the connection](https://cdn.zapier.com/storage/photos/9b1f2d524507399f8d02d11749e6809f.png)

After authorizing, you'll get sent back to Zapier where you now have your Webflow account connected!

![Success you are connected](https://cdn.zapier.com/storage/photos/2dc27e7d86f9f386581023c6d90fbe8b.png)
Common Problems with Microsoft Excel – Zapier

## I'm not able to connect my Microsoft Excel account?

We only support OneDrive for business right now - as the Excel API comes out of beta status we expect to support any version of Excel online. Personal Outlook accounts do not work unfortunately!

## Can I connect to MicrosoftExcel on my Desktop computer?

Unfortunately no - we only work with Microsoft Excel online (accessible from browsers) right now - and only OneDrive for Business accounts as well.

## My Microsoft Excel Spreadsheet isn't available in the dropdown

Make sure your file has an `.xlsx` extension. Files with the `.xls` extension will not work.

## I have multiple folders in my OneDrive account but when I go to set up my trigger/action I don't see any of them in the "Folder" dropdown.

If you have a bunch of files in your root folder, the Zaps tend to get those first in the response data when we're trying to populate this dropdown, with subfolders coming later.

To surface those folders, click the `Check & Reload` button until it says there are no more results. After a click or two, the folders should start showing up.

## Errors when using custom values for Spreadsheet or Worksheet ID

When wanting to dynamically update either **Add Row** or **Update Row** action steps to create/update rows on different sheets or worksheets based on information from a previous step, it's currently not possible to do.

By selecting a [custom value](https://help.zapier.com/hc/en-us/articles/8496241696141)for a Microsoft Excel Spreadsheet or Worksheet this will result in an error code, where the spreadsheet cannot be found.

The only way to update Microsoft Excel data is to select the spreadsheet or worksheet from the dropdown in your Zap. This is currently an existing feature request, should you want to be notified if we are able to bring this feature to Zapier [contact our Support team](https://zapier.com/app/contact-us)!

## I can't pull in new sample data on my trigger

With the Microsoft Excel integration, you can only pull in a maximum of 3 samples.
How to Get Started with Zoom on Zapier – Zapier

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

![Click to connect Zoom](https://zappy.zapier.com/59232F2E-CE33-4F21-B3EF-2C75F18F077D.png)

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

![Zoom Login](https://zappy.zapier.com/E7C8EBEB-BC54-46DC-AC96-FF72BE18C272.png)

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

![Zoom connection successful](https://zappy.zapier.com/E7478BA1-7553-4AD0-A85B-9C2725584271.png)

## Uninstalling Zapier from your Zoom account

If you want to uninstall the Zapier app from your Zoom account:

1.  Log in to your Zoom account and navigate to the Zoom App Marketplace.
2.  Click **Manage**.
3.  Click **Installed Apps**, or search for _Zapier_ in the search field.

![Finding Installed apps in the Zoom account](https://cdn.zappy.app/1cb704102dc2f4627c77dae577f0627b.png)

3.  Click **Uninstall** for the Zapier app.

![Uninstall button in Zoom](https://cdn.zappy.app/16eb9c5b513f3b7ea99b0fe3bf6b9609.png)
How to Get Started with Strava on Zapier – Zapier

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

![Click to connect Strava](https://cdn.zapier.com/storage/photos/63fcd5c1109ab41b6d3f440d61d1273e.png)

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

![Strava Login](https://cdn.zapier.com/storage/photos/ba995e4160d87bbca67b76c3bc8abbe0.png)

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

![Login to Strava](https://cdn.zapier.com/storage/photos/3ad69c917e04be0d81409c9695d8a0ac.png)

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

![Strava connection successfull](https://cdn.zapier.com/storage/photos/c5c7c30fc5fab14810db514a465a4002_2.png)

## Looking to use Google Sheets?

If you don't have a Google Sheet created for your Strava activities, here is one that you can use as a [template](https://docs.google.com/spreadsheets/d/1IvfwQq2qFafIHY9XoD51yBzTpGmMXBl8KE4wXx3Z00Q/copy).

If you want to make your own, we have instructions for this [here](https://zapier.com/help/google-sheets/#how-setup-your-google-spreadsheet-work-zapier).