seansullivan/Zapier-Docs huggingface dataset:
Step types in Zapier Canvas – Zapier

Beta

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

In [Zapier Canvas](https://zapier.com/app/canvas), each step corresponds to a part of your process that requires some action–from a person, team, or a Zap. There are different step types that ensure you capture the various aspects of your processes.

## Default steps

Use a _Default step_ for actions that depend on a person or team to be completed. 

*   **Title:** a required field that shows what the action of the step is.
*   **Actor:** notes who owns the action, such as a team or a person.
*   **App used:** if any, select the app where the action happens.
*   **Notes:** add any extra information related to this step. 

Any changes you make are automatically saved.

![The sidebar for a step open, showing all its fields.](https://cdn.zappy.app/e2818e6176bc4565a4f38bb492e1e708.png)

## Automated step

The _Automated step_ allows you to add new or existing Zaps to your canvas. Once you add a Zap, you can see all the apps and steps it contains. Click the **Automated** box on any step to make it an automated step.

Once a Zap is added, you can continue a process from any of the Zap steps.

![An automated step in Canvas, showing all the related Zap steps underneath it.](https://cdn.zappy.app/65eea9cb1267ba14654f027eab262ff0.png)

## Split path

Split paths allow you to add decision points that create lead to different scenarios, depending on the contents or results of the previous step. The _Split path_ is represented by a question mark on a diamond box. You can add several paths to one split path.

![A step connected to a split path, with two different paths: IT and Billing](https://cdn.zappy.app/a59ed03ca8e8c0a28fc80a28df596e7b.png)

## App steps

The _Apps_ section of the toolbar allows you to add a Default step with a Zapier product pre-selected, with options for [Zaps](https://help.zapier.com/hc/en-us/articles/8496309697421), [Tables](https://help.zapier.com/hc/en-us/articles/9804340895245), [Chatbots](https://help.zapier.com/hc/en-us/articles/21959444384013) and [Interfaces](https://help.zapier.com/hc/en-us/articles/14490267815949). You can then create or select an existing one from your account.

![](https://cdn.zappy.app/a04fdb5e3fb6e62cc395c0373c60c8ce.png)

Learn [how to set up a canvas](https://help.zapier.com/hc/en-us/articles/19880280846221) and how to add steps to it.

## Provide feedback and get help

You can request a feature, provide feedback on the product, and [get help from the Canvas team](https://canvas.zapier.app/).

#### Related to:

*   [Beta Feature](https://help.zapier.com/hc/en-us/search?content_tags=01GW2GMBHGXSBV0YXVXNB5E3E0&utf8=%E2%9C%93 "Search results")
How to get started with Wallafan on Zapier – Zapier

## Connect to Wallafan on Zapier

Wallafan uses API keys to authenticate your account on Zapier.

### Required authentication fields

*   Access token.

### Additional authentication instructions

1.  Login to your account on Wallafan.
2.  Go to **My Account**.
3.  Click the **Zapier and API** tab.
4.  Click **Generate API Token**.
5.  Click **Copy Token** to save it to your clipboard.
6.  Save your token somewhere safe.
7.  Click **I've Saved The Token**.

## About Wallafan's app

|     |     |     |
| --- | --- | --- |
| Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only |     |
| Is a paid Wallafan plan required? | Yes | You must have a Platinum plan. View Wallafan's [plans](https://wallafan.com/#platinum). |
| 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? | Generic trigger samples | Learn more about Wallafan's [trigger samples](https://news.wallafan.com/public/posts/how-to-create-a-zap-with-wallafans-new-post-trigger). |
| 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 ConnectWise Manage on Zapier – Zapier

## Connect to ConnectWise Manage on Zapier

ConnectWise Manage uses API keys to authenticate your account on Zapier.

### Required authentication fields

*   Company ID
*   Public Key
*   Private Key

## About ConnectWise Manage's app

|     |     |     |
| --- | --- | --- |
| Are self-hosted or cloud-hosted accounts supported? | Both self- and cloud-hosted accounts |     |
| Is a paid ConnectWise Manage plan required? | Yes | View ConnectWise Manage's [plans](https://www.connectwise.com/platform/pricing/psa). |
| Are any special account permissions required? | No  |     |
| Are there usage limits? | No  |     |
| Are there pagination limits? | No  |     |
| Do trigger samples use real data from your account or generic data? | Real trigger samples |     |
| Are custom fields supported? | No  |     |
| Do update actions overwrite or append to existing data? | Overwrite existing data |     |
| Is there any additional info? | Yes | *   For Zapier Team or Company users, you can use a [Static IP address to connect to Zapier](https://help.zapier.com/hc/en-us/articles/15406083674509).<br>*   Find additional info about [using ConnectWise Manage in Zapier](https://marketplace.connectwise.com/zapier#documentation). |
Domain capture is now generally available – Zapier

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

This information was accurate at the time of publication. Please check out the latest [product release notes](https://help.zapier.com/hc/en-us/categories/13951101412877-Product-updates) for any updates or changes.

All users on Zapier for Companies accounts can now use domain capture to ensure their employees are all under one account. Learn more about [domain capture](https://help.zapier.com/hc/en-us/articles/19703377133325/).
Custom Actions: couldn't find an OpenAPI specification – Zapier

## Symptoms

When using the Create with AI Builder to generate a Custom Action, the AI Chatbot responses with the error message “I’m sorry, but I couldn’t find an OpenAPI specification for the action.”

![6cb924902545352f2c9bcfe9791581d1.png](https://codahosted.io/docs/V4Fe-6wKis/blobs/bl-qRNW7FSa7p/05113a091c93e164501d2bca26a7f762c864063ebb5323bf8ebdad6e84d01bed314450649bc9dc8875f3ed9fb28d549542d3f45d3d4e54b70395733de7f6b570589e0379d4a0d8b51df2d5d9e4a68b0a48da8c2faced94ee2ac74d9beac3b05178c4ffbe)

## Cause

This happens when the [supported app](https://help.zapier.com/hc/en-us/articles/22380378238349) is still under construction and is missing OpenAPI specifications.

## How to fix it

Zapier is aware of missing OpenAPI specifications for some supported apps. The Zapier product team is actively working to fix this issue.

If you've encountered an app without an OpenAPI specification, use an API Request action instead. Learn more about [setting up an API Request action](https://help.zapier.com/hc/en-us/articles/12899607716493-Set-up-an-API-Request-action).
How to get started with Genderize on Zapier – Zapier

## Connect to Genderize on Zapier

Genderize uses API keys to authenticate your account on Zapier.

### Required authentication fields

*   API Key

### Additional authentication instructions

1.  Log into your account at [https://genderize.io/login](https://genderize.io/login)
2.  Find the **Usage** section at the top of your dashboard
3.  Copy the **API key** to your clipboard

## About Genderize's app

|     |     |     |
| --- | --- | --- |
| Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | 401 Unauthorized (Invalid API key)  <br>Learn more about Genderize's [supported accounts](https://genderize.io/documentation). |
| Is a paid Genderize plan required? | Yes | View Genderize's [plans](https://genderize.io/pricing). |
| Are any special account permissions required? | No  |     |
| Are there usage limits? | Yes | Limited by number of requests according to subscription tier.  Learn more about Genderize's [usage limits](https://genderize.io/pricing). |
| 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  |     |
Review your account usage in the analytics dashboard – Zapier

Beta

This feature is in [open beta](https://help.zapier.com/hc/en-us/articles/8496181725453#beta-0-3). It’s available for use but still in active development and may change.

Use the analytics dashboard to get more visibility and control over your account usage. Easily identify trends and inefficiencies by viewing top metrics for your account:

*   Total plan usage.
*   Task usage by Zap, app, or member.
*   Error rate.

You can access Analytics any time from the main navigation sidebar or by going directly to the [Analytics](https://zapier.com/app/analytics) page.

## Live metrics

The _Live metrics_ section provides key performance indicators for your account:

*   **Active Zaps**: total number of Zaps turned on.
*   **Plan usage**: percentage of tasks used compared to your plan’s task limit.
*   **Successful run rat**e: percentage of successful runs compared to errored runs.
*   **Alerts**: number of alerts affecting your Zaps.

## Time period selector

The _time period selector_ allows you to filter analytics for a particular time period:

*   **Past 7 days**: Filter by the last 7 days, including today.
*   **Current usage cycle**: Filter by your current [billing cycle](https://help.zapier.com/hc/en-us/articles/8496277302157-Change-or-cancel-your-Zapier-plan#h_01HHD30Z0CMS2VBJSJXJ72TXMF).
*   **This month**: Filter by the current calendar month.

You can also select a custom date range by selecting a **start date** and **end date** in the date picker.

## Task usage

The _Task usage_ section displays a chart of how many tasks you have used in the time period you select.

*   **Current period**: the number of tasks you’ve already used in the time period.
*   **Projected usage**: based on your current rate of use, how many additional tasks Zapier estimates you’ll use by the end of the time period.
    *   It is only displayed if future dates are included in the time period.
*   **Last period**: a comparison to the number of tasks you used in the previous equivalent time period.
*   [Task limit](https://help.zapier.com/hc/en-us/articles/8496196837261): the total number of tasks included in your Zapier plan, not including pay-per-task limits.

## Reports

The _Reports_ section displays the top usage by Zap, app used, and member of your account, as well as Zaps with the highest error rates.

Tip

*   Error rates are calculated as the percentage of successful run statuses compared to errored run statuses. Learn more about [Zap run statuses](https://help.zapier.com/hc/en-us/articles/20505304170637).
*   For each report, you can download a CSV file of the report. 

Note

You must be an admin, super admin, or owner of the account to view the Analytics page.
How to get started with Dropboard on Zapier – Zapier

## Connect to Dropboard on Zapier

Dropboard uses OAuth to authenticate your account on Zapier.

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

## About Dropboard's app

|     |     |     |
| --- | --- | --- |
| Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only |     |
| Is a paid Dropboard plan required? | Yes | You need a paid Dropboard plan or a free trial. If you attempt to authenticate without a paid plan or free trial, you will see the error message "Your organization's billing needs updating to use the API"<br><br>View Dropboard's [plans](https://dropboardhq.com/pricing/). |
| Are any special account permissions required? | Yes | You need to have admin permissions. If you do not have sufficient permissions, you will see the error message "You must be an administrator of your organization to perform this operation" Learn more about Dropboard's [account permissions](https://help.dropboardhq.com/article/25-team-member-permissions). |
| Are there usage limits? | No  |     |
| Are there pagination limits? | Yes | A maximum of 100 items per request will be returned. Users requesting a higher per-page value will be limited to 100 automatically without an error. |
| Do trigger samples use real data from your account or generic data? | Real trigger samples | Sample trigger data will be retrieved from the organization's account. We also supply generic sample data as a backup. |
| Are custom fields supported? | Yes | Learn more about Dropboard's [custom fields](https://help.dropboardhq.com/article/60-building-a-custom-application-form). |
| Do update actions overwrite or append to existing data? | Not applicable |     |
| Is there any additional info? | Yes | Find additional info about [using Dropboard](https://help.dropboardhq.com/article/63-zapier-integration) in Zapier. |
Google Sheets error: There was an error writing to your Google Sheets, unable to parse range – Zapier

## Symptoms

When you use a create or update action in a Google Sheets step, you see an error message of "There was an error writing to your Google Sheets, unable to parse range". This happens when testing the Zap or if the Zap is live.

## Causes

This can happen for a few reasons:

*   A column in the sheet has been removed.
*   The sheet has been renamed.
*   Insufficient permissions.
*   Some of the rows or columns are frozen, hidden, or protected.

## How to fix it

To fix this:

1.  Check the sheet name and the range of columns and rows used by your Zap to ensure it matches what you see in Google Sheets.
    *   If a field is [empty or missing items follow this tutorial](https://help.zapier.com/hc/en-us/articles/8496199710477-Dropdown-menu-in-Zap-field-is-empty-or-missing-items#1-check-if-your-app-account-is-connected-0-0).
2.  Verify that the Google account connected to the Zap has editor permissions for that sheet.
3.  Check if any rows or columns being used by the Zap are frozen, hidden, or protected in Google Sheets. Adjust them, if necessary, as Zaps cannot work with frozen, hidden, or protected columns and rows.
Build a bot in Zapier Central – Zapier

Public preview

Zapier Central is a product in public preview. It’s available for use, but it's experimental, still in active development and may change. Learn more about [data safety with Central](https://help.zapier.com/hc/en-us/articles/24687564925453).

Zapier Central is an AI tool that automates tasks for you using the power of Zapier's 6,000+ apps. To get started, you must create a bot and tell it what it should do for you.

## Get access to Zapier Central

Zapier Central is on "public preview" status. This means that it is an experimental product, currently under active development. To get access to Central, visit [central.zapier.com](http://central.zapier.com/) and sign up.

## Create a new bot

Bots are AI-powered agents that do work for you. They can perform actions independently or when you ask them to. They can also tell you what they can do, help you fix issues with their own tasks, and answer questions related to connected [data sources](https://help.zapier.com/hc/en-us/articles/24569690575117). 

To create a new bot:

*   If this is your first time using Zapier Central, click **\+ New bot**.
*   If you already have bots, hover over the **\+ icon** on the left sidebar and click **\+ New bot**.

When you create a new bot, a chat field will appear and the bot will introduce you to what it can do and give you an overview of setting it up. If you have questions at any point, you can ask the bot directly using the message field at the bottom of the chat screen.

### Chat and Activity screens

Each bot has two screens: the _Chat_ screen and the _Activity_ screen. The Chat screen is where you'll interact with the bot and make changes to it. The Activity screen is where you can review all the tasks your bot has completed for you. You can switch between these two screens using the toggle at the top.

### Name your bot

Name your bot by clicking the current name at the top left of the screen.

![alternatetext](https://cdn.zappy.app/a34cf6f932ffe53a4aab5443000495e3.png)

## Create behaviors

Behaviors control what your bot can do. Your bot will need instructions, a trigger, and actions to complete tasks for you. Learn more about [how to set up a behavior](https://help.zapier.com/hc/en-us/articles/24594043227021).

## Give the bot a data source

Data sources are documents that your bot can use to complete tasks or answer questions. The bot will use any data source you provide, like a Google spreadsheet, to help generate a response. Learn more about [data sources](https://help.zapier.com/hc/en-us/articles/24569690575117).

## Delete a bot

To delete a bot:

*   From the Chat screen, click the **three dot icon** .
*   Click **Delete bot**.
*   In the dialog box, click **Delete bot**.

Note

Bot deletion is permanent. You cannot recover a deleted bot.

## Provide feedback and get help

Submit a feature request, provide feedback on existing features, or get help [from the Zapier Central team](http://central.zapier.app/). You can also discuss Central with other users on [Zapier's Early Access Program Slack](https://join.slack.com/t/zapierearlyaccess/shared_invite/zt-2dqgxv9rn-ECeO5uS~n~27gk5hd91pPA).
Easily search for and filter fields when setting up your Zap – Zapier

Quickly find the fields you need when you're setting up your Zap. You can search for any field and filter for required or optional fields, as well as fields that already have a value entered or fields that are still empty. Save time and get automating faster by searching for and filtering fields!

![Searching for and filtering fields in your Zap action setup](https://cdn.zappy.app/fc5aaf48e84299ea70a11ef373311111.gif)
Duplicate an existing table – Zapier

You can duplicate an existing Zapier table to reuse its structure. All fields and filters on the existing table will be recreated on a new one, but no records will be duplicated. 

## Duplicate a table

1.  On your [Tables dashboard](https://tables.zapier.com/app/tables), click the **name of your table**.
2.  Click the **name of the table** at the top of the screen. This will open a dropdown menu.
3.  Select **Duplicate**.
4.  In the dialog box, enter a **name** in the _Table Name_ field. The _Description_ field is optional.
    
    ![alternatetext](https://cdn.zappy.app/06929422a747f8b8c8246453dc6774a7.png)
    
5.  Click **Create**. Your new table will open on a new browser tab or window.

Note

The new table will also recreate existing filters and hidden fields.

## Views

When you duplicate a table, its views will not be recreated. It's also not possible to duplicate a view. You can duplicate the original table related to that view and [recreate the view](https://help.zapier.com/hc/en-us/articles/19097922477453-Create-views-in-Zapier-Tables) manually.
Google Sheets error: “the app returned” “the caller does not have permission” – Zapier

## Symptoms

When you use a create or update action in Google Sheets, you see an error message of "the app returned” “the caller does not have permission". This happens when testing the Zap or if the Zap is live.

## Causes

This happens if you do not have sufficient permissions to edit a spreadsheet.

## How to fix it

To fix this:

1.  Open the **Google Sheet spreadsheet** you want, using the same account that is connected to the Zap.
2.  In the top right, click **Share**.
3.  Check you have _Editor_ permission. If you lack Editor permissions, ask the spreadsheet owner to give you **Editor** access.
Use instant actions on Zapier Central – Zapier

Public preview

Zapier Central is a product in public preview. It’s available for use, but it's experimental, still in active development and may change. Learn more about [data safety with Central](https://help.zapier.com/hc/en-us/articles/24687564925453).

With instant actions, your Zapier Central bot can execute actions on command, during a conversation. 

## Create an instant action

1.  From the bot _Chat_ screen, click **Instant actions**. 
2.  Click **\+ Add action**. A dialog box will open.
3.  Click the **search field** to search for and select the app you want your bot to use.
4.  In the _Connection_ dropdown menu, select an **account** to connect to. 
    *   You can [create a new connection](https://help.zapier.com/hc/en-us/articles/8496258785421-Connect-your-app-accounts-to-Zapier) by clicking the **Settings icon** .  
5.  In the _Actions_ section, select the checkbox beside one or more **actions**.
6.  Click **Save**.

![](https://cdn.zappy.app/7f8f23910b24eed75ed1a66c1e68f4dc.png)

## Delete an instant action

1.  At the bottom of the screen, click **Instant actions**.
2.  Find the action you want to delete and click the **three dot icon** .
3.  Click **Delete action**.
4.  Confirm it by clicking **Delete action** on the dialog box.

## Use instant actions

Once you set up an instant action, you can chat with the bot and ask it to perform any of those actions. The bot will let you know once the action is completed and what was the result.

## Provide feedback and get help

Submit a feature request, provide feedback on existing features, or get help [from the Zapier Central team](http://central.zapier.app/). You can also discuss Central with other users on [Zapier's Early Access Program Slack](https://join.slack.com/t/zapierearlyaccess/shared_invite/zt-2dqgxv9rn-ECeO5uS~n~27gk5hd91pPA).

#### Related to:

*   [AI-powered](https://help.zapier.com/hc/en-us/search?content_tags=01H05P2KJ9HF0KA1HX7Z2C96KD&utf8=%E2%9C%93 "Search results")
Facebook Lead Ads: Zap not triggering – Zapier

## Symptoms

Your Zap uses the Facebook Lead Ads _New Lead_ trigger but it does not trigger even though you receive new leads in your Facebook account. Your Zap is turned on but there are no corresponding Zap runs in your Zap history.

## Causes

This happens when:

*   Your account has insufficient account permissions to use Facebook Lead Ads in Zapier.
*   You have selected the wrong Facebook Lead Ads form in your Zap.

## How to fix it

To fix this issue:

*   Upgrade your Facebook Lead Ads account [permissions](https://help.zapier.com/hc/en-us/articles/8496040397965-What-permissions-do-I-need-to-use-Facebook-Lead-Ads-with-Zapier). 
*   [Reconnect your Facebook Lead Ads account](https://help.zapier.com/hc/en-us/articles/8496290788109-Manage-your-app-connections#h_01H90TMQPTCFW2X263FFKVGHR8) after you upgrade your permissions**.**
*   In your Zap, re-select your **form** from the dropdown menu.
*   In your Zap, [test your Facebook Leads Ads trigger step](https://help.zapier.com/hc/en-us/articles/18811411817741) to confirm that Facebook Lead Ads is sending valid data from your form.
    *   (Optional) If you do not have any new leads, [create a sample lead using the Facebook Lead Ads testing tool](https://help.zapier.com/hc/en-us/articles/8496061345805).
*   (Optional) Transfer existing leads using a [one-time transfer](https://help.zapier.com/hc/en-us/articles/8496274335885).
Track all your Zap errors in one place (beta) – Zapier

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

This information was accurate at the time of publication. Please check out the latest [product release notes](https://help.zapier.com/hc/en-us/categories/13951101412877-Product-updates) for any updates or changes.

Beta

This feature is in [open beta](https://help.zapier.com/hc/en-us/articles/8496181725453#beta-0-3). It’s available for use but still in active development and may change.

Introducing the Alerts page–a single location to monitor all errors in your Zaps. You can prioritize errors based on which should be addressed first, so you can efficiently triage your most business-critical Zaps. And set up alert rules to automatically prioritize the Zaps that matter most. Learn more about the [Alerts](https://help.zapier.com/hc/en-us/articles/8496289225229#h_01HT4NBHSWHSWD9EV91PED40YV) page.

![Alerts page displaying alerts for several Zaps with different priorities set](https://cdn.zappy.app/f87c8d0d96f9410a85e3cb66bce84e33.png)

#### Related to:

*   [Enterprise plans](https://help.zapier.com/hc/en-us/search?content_tags=01HT4R338K5SWG1FE8ESJZP97K&utf8=%E2%9C%93 "Search results")
The page you were looking for doesn't exist – Zapier

You may have mistyped the address or the page may have moved