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Available on plans: Free Professional Team Enterprise Sometimes. It depends on the filter rule that you’re using: Only this rule is case-sensitive: Exactly matches These rules are not case-sensitive: Contains Does not contain Is in list Is not in list Check out this complete reference for how different filter rules work and learn how to add filters to your Zap.

Available on plans: Free Professional Team Enterprise Sometimes. It depends on the filter rule that you’re using: Only this rule is case-sensitive: * Exactly matches These rules are not case-sensitive: * Contains * Does not contain * Is in list * Is not in list Check out this [complete reference for how different filter rules work](https://zapier.com/help/create/customize/understand-different-filter-and-path-rules) and learn [how to add filters to your Zap](https://help.zapier.com/hc/en-us/articles/8496276332557).

https://help.zapier.com/hc/en-us/articles/8495878291597-Are-filters-case-sensitive

New subscribers are required to opt in again When using the Create Subscriber action, you will find that the newly added subscribers are required to opt in again. This behavior is a limitation AWeber has in place for any subscribers added via their API. If you wanted to avoid this, you can disable this option in the AWeber side of things

## New subscribers are required to opt in again When using the Create Subscriber action, you will find that the newly added subscribers are required to opt in again. This behavior is a limitation AWeber has in place for any subscribers added via their API. If you wanted to avoid this, you can disable this option [in the AWeber side of things](https://help.aweber.com/hc/en-us/articles/204028716-Can-I-Disable-Confirmed-Opt-In-)

https://help.zapier.com/hc/en-us/articles/8495897939213-Common-Problems-with-AWeber

The first thing you'll need to do after selecting a Trigger and Action is connect your Basecamp 2 account to Zapier. First, click to connect a brand new Basecamp 2 account to Zapier. Inside the Zap editor, this might be a large orange button. Basecamp 2 makes it super-simple to connect to Zapier. The only option here is to label your new connection, if you'd like. This label is only used inside of Zapier. You should now see a new window appear, asking for your permission such that Zapier can access your data inside Basecamp 2. Clicking the green "Allow" button finishes the process! Your Basecamp 2 account is now connected to Zapier.

The first thing you'll need to do after selecting a Trigger and Action is connect your Basecamp 2 account to Zapier. First, click to connect a brand new Basecamp 2 account to Zapier. Inside the Zap editor, this might be a large orange button.  Basecamp 2 makes it super-simple to connect to Zapier. The only option here is to label your new connection, if you'd like. This label is only used inside of Zapier.  You should now see a new window appear, asking for your permission such that Zapier can access your data inside Basecamp 2.  Clicking the green "Allow" button finishes the process! Your Basecamp 2 account is now connected to Zapier. 

https://help.zapier.com/hc/en-us/articles/8495917194637-How-to-Get-Started-with-Basecamp-2

About the Evernote Integration Admin/owner permissions: Only a notebook's owner will be able to create new notes in that notebook. Creating notes in shared notebooks is not supported. Paid/versioned account: Evernote Business is supported in its own app. Partner's documentation: More information can be found here. Setting up the Evernot Integration The first thing you'll need to do is connect your Evernote Account to Zapier. After you sign up and start creating the Zap you want, Zapier will ask you to start the process: You can then give your Account a title or label, which is just for your convenience and helps you identify the appropriate Evernote account inside of Zapier. The Evernote account that you are logged into will be displayed next asking you to confirm Zapier's access: Finally, you'll be redirected back to Zapier and the Account will have been added and tested, if everything is good to go you'll see this: Now you can continue creating your Zap.

## About the Evernote Integration * **Admin/owner permissions**: Only a notebook's owner will be able to create new notes in that notebook. Creating notes in shared notebooks is not supported. * **Paid/versioned account**: [Evernote Business](https://zapier.com/rover/app/EvernoteBusinessAPI/) is supported in its own app. * **Partner's documentation**: More information can be found [here](https://help.evernote.com/hc/en-us/articles/209004747-How-to-use-Zapier-to-automatically-save-content-to-Evernote). ## Setting up the Evernot Integration The first thing you'll need to do is connect your Evernote Account to Zapier. After you sign up and start creating the Zap you want, Zapier will ask you to start the process:  You can then give your Account a title or label, which is just for your convenience and helps you identify the appropriate Evernote account inside of Zapier.  The Evernote account that you are logged into will be displayed next asking you to confirm Zapier's access:  Finally, you'll be redirected back to Zapier and the Account will have been added and tested, if everything is good to go you'll see this:  Now you can continue creating your Zap.

https://help.zapier.com/hc/en-us/articles/8495918456973-How-to-Get-Started-with-Evernote

About Trello's Integration Admin/owner permissions - You don't need extra permissions to access any Trello resources, but some things won't trigger/appear if you haven't joined the board you need, so make sure you've done that! Paid/versioned account - Any plan (free or paid) and any version of Trello can access the integration. Custom field support - Yes for some triggers/actions/searches: New Card, Card Moved to List, New Activity, Create Card, Update Card, and Find Card. Connecting with Trello The first thing you'll need to do is connect your Trello account to Zapier so we can start: Trello will now ask for you to confirm via a popup, just click Allow (and login if it asks you to login!). After you login and permit Zapier access, you should return to Zapier after a moment. We'll then test the connection to make sure everything is set up properly. After that, just continue on down!

## About Trello's Integration * **Admin/owner permissions** - You don't need extra permissions to access any Trello resources, but some things won't trigger/appear if you haven't joined the board you need, so make sure you've done that! * **Paid/versioned account** - Any plan (free or paid) and any version of Trello can access the integration. * **Custom field support** - Yes for some triggers/actions/searches: New Card, Card Moved to List, New Activity, Create Card, Update Card, and Find Card. ## Connecting with Trello The first thing you'll need to do is connect your Trello account to Zapier so we can start:  Trello will now ask for you to confirm via a popup, just click Allow (and login if it asks you to login!).  After you login and permit Zapier access, you should return to Zapier after a moment. We'll then test the connection to make sure everything is set up properly. After that, just continue on down! 

https://help.zapier.com/hc/en-us/articles/8495921364237-How-to-Get-Started-with-Trello-on-Zapier

My External Network is Not Shown in the List When setting up the Yammer "create message" and "create activity" Actions, you're given a change to select which External Network you'd like to publish into. Although the list appears dynamic, it is actually fixed to the moment in time when your Yammer Account was connected to Zapier. If you have recently been added to a new external network and would like to publish into it, you need to simply re-connect your Account from your settings or in the Zap editor. Connection reset by peer These are temporary network hiccups by Yammer's servers. It is usually safe to ignore these (or try again later) as they are very ephemeral. Your network is not allowed to request an OAuth token for this Application This error is commonly thrown when the Yammer organization you belong to has explicitly disabled support for third party integrations. You should speak with your administrator on getting this enabled.

## My External Network is Not Shown in the List When setting up the Yammer "create message" and "create activity" Actions, you're given a change to select which External Network you'd like to publish into.  Although the list appears dynamic, it is actually fixed to the moment in time when your Yammer Account was connected to Zapier. If you have recently been added to a new external network and would like to publish into it, you need to simply re-connect your Account from your [settings](https://zapier.com/app/settings/authorizations) or in the Zap editor. ## Connection reset by peer These are temporary network hiccups by Yammer's servers. It is usually safe to ignore these (or try again later) as they are very ephemeral. ## Your network is not allowed to request an OAuth token for this Application This error is commonly thrown when the Yammer organization you belong to has explicitly disabled support for third party integrations. You should speak with your administrator on getting this enabled.

https://help.zapier.com/hc/en-us/articles/8495936497037-Common-Problems-with-Yammer

Connect to PostgreSQL on Zapier PostgreSQL uses custom authentication to authenticate your account on Zapier. To connect to PostgreSQL, you’ll need to provide a static IP address listed below. Required authentication fields Host: This is your database instance's IP address or hostname (db.example.com). It must be accessible from outside your network. Note: localhost and 127.0.0.1 are not valid. Make sure it is accessible from these IPs: 54.86.9.50. Port: 5432 is the default. Change it if you're using a non-standard port. Database: This is the name of the database to read data from. Schema: This is the schema inside PostgreSWL to search for tables. Username: This is the username that will access the database. You should create a new Zapier-specific user with a limited permission scope. Optional authentication fields Password: This is the password of the database to read data from. Enforce encryption: Select from the dropdown menu to enforce SSL/TTL for encrypting communication between Zapier and your database. SSL client certificate: Use if your server requires client validation for SSL. SSL private key: Use if your server requires client validation for SSL. SSL CA bundle: Use to provide a PEM-formatted certificate chain file. This is also known as a Certificate Authority (CA) file or CA Bundle. About PostgreSQL's app Are self-hosted or cloud-hosted accounts supported? Self-hosted and cloud-hosted accounts Is a paid PostgreSQL plan required? No Are any special account permissions required? Yes You must allow Zapier to connect in: Network Server PostgreSQL Are there usage limits? N/A Are there pagination limits? N/A Do trigger samples use real data from your account or generic data? Real sample data Are custom fields supported? Yes Do update actions overwrite or append to existing data? Overwrite existing data Is there any additional info? Yes Can't access or use Zapier with other apps Can't connect to my database Common Problems with PostgreSQL

## Connect to PostgreSQL on Zapier PostgreSQL uses custom authentication to authenticate your account on Zapier. To connect to PostgreSQL, you’ll need to provide a static IP address listed below.   ### Required authentication fields * **Host:** This is your database instance's IP address or hostname (db.example.com). It must be accessible from outside your network. **Note**: `localhost` and `127.0.0.1` are not valid. Make sure it is accessible from these IPs: `54.86.9.50`. * **Port**: 5432 is the default. Change it if you're using a non-standard port. * **Database:** This is the name of the database to read data from. * **Schema**: This is the schema inside PostgreSWL to search for tables. * **Username:** This is the username that will access the database. You should create a new Zapier-specific user with a limited permission scope. ### Optional authentication fields * **Password:** This is the password of the database to read data from. * **Enforce encryption**: Select from the dropdown menu to enforce SSL/TTL for encrypting communication between Zapier and your database.  * **SSL client certificate:** Use if your server requires client validation for SSL. * **SSL private key**: Use if your server requires client validation for SSL. * **SSL CA bundle**: Use to provide a PEM-formatted certificate chain file. This is also known as a Certificate Authority (CA) file or CA Bundle. ## About PostgreSQL's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Self-hosted and cloud-hosted accounts | | | Is a paid PostgreSQL plan required? | No | | | Are any special account permissions required? | Yes | You must allow Zapier to connect in:<br><br>* Network<br>* Server<br>* PostgreSQL | | Are there usage limits? | N/A | | | Are there pagination limits? | N/A | | | Do trigger samples use real data from your account or generic data? | Real sample data | | | Are custom fields supported? | Yes | | | Do update actions overwrite or append to existing data? | Overwrite existing data | | | Is there any additional info? | Yes | * [Can't access or use Zapier with other apps](https://help.zapier.com/hc/en-us/articles/8496216020877)<br>* [Can't connect to my database](https://help.zapier.com/hc/en-us/articles/8495986067469)<br>* [Common Problems with PostgreSQL](https://help.zapier.com/hc/en-us/articles/8496037193997) |

https://help.zapier.com/hc/en-us/articles/8495937482253-How-to-Get-Started-with-PostgreSQL

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

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

https://help.zapier.com/hc/en-us/articles/8495938018317-How-to-Get-Started-with-DocuSign-on-Zapier

I'm getting an error telling me I need to upgrade my Survey Monkey plan to an annual subscription. The "New Response Notification with Answers" trigger will require you to have any Annual paid plan with Survey Monkey. This includes the Standard Annual, Advantage and Premier plan, which are all annual subscription plans that Survey Monkey offer. This information can be found here: https://help.surveymonkey.com/articles/en_US/kb/SurveyMonkey-Partner-Integrations-Changes The only paid plan that doesn't work with Zapier integrations is their Standard Monthly plan, which is their only monthly subscription plan. The Email or Name Fields Are Empty SurveyMonkey responses have three default fields, Email, First Name, and Last Name. Those will only be populated from your SurveyMonkey address book if you are using an email collector. If you have a question on your survey that asks for their name or email, use the Responses field for that question when you match up the fields. Respondent ID Is the Only Appearing Field If your Survey responses fields are not showing up when you are setting up your Zap, you might need to submit or refresh some sample data. To fix this, simply submit a brand new survey response and fill in an answer for every single question. Once you have submitted that, head back to your Zap and you should then be able to find these. Some Fields Not Appearing Do your fields have exactly the same name? If you have more than one question that is exactly the same, we will only see one of those. To resolve this you will need to make sure all of your questions on your survey are unique. If they are and you are still having some trouble, please don't hesitate to get in touch, we're happy to help! How to include required links like [SurveyLink], [OptOutLink], and [FooterLink] with Send Survey action? Easy - these tags just need to be typed into the Message Body field and when we send this to SurveyMonkey's API, they will automatically populate the respective links where the tags were added within the Survey that is Sent!

## I'm getting an error telling me I need to upgrade my Survey Monkey plan to an annual subscription. The "New Response Notification with Answers" trigger will require you to have any Annual paid plan with Survey Monkey. This includes the Standard Annual, Advantage and Premier plan, which are all annual subscription plans that Survey Monkey offer. This information can be found here: [https://help.surveymonkey.com/articles/en\_US/kb/SurveyMonkey-Partner-Integrations-Changes](https://help.surveymonkey.com/articles/en_US/kb/SurveyMonkey-Partner-Integrations-Changes) The only paid plan that doesn't work with Zapier integrations is their Standard Monthly plan, which is their only monthly subscription plan. ## The Email or Name Fields Are Empty SurveyMonkey responses have three default fields, Email, First Name, and Last Name. Those will only be populated from your SurveyMonkey address book if you are using an email collector. If you have a question on your survey that asks for their name or email, use the Responses field for that question when you match up the fields. ## Respondent ID Is the Only Appearing Field If your Survey responses fields are not showing up when you are setting up your Zap, you might need to submit or refresh some sample data. To fix this, simply submit a brand new survey response and fill in an answer for every single question. Once you have submitted that, head back to your Zap and you should then be able to find these. ## Some Fields Not Appearing Do your fields have exactly the same name? If you have more than one question that is exactly the same, we will only see one of those. To resolve this you will need to make sure all of your questions on your survey are unique. If they are and you are still having some trouble, please don't hesitate to [get in touch](https://zapier.com/app/get-help), we're happy to help! ## How to include required links like \[SurveyLink\], \[OptOutLink\], and \[FooterLink\] with Send Survey action? Easy - these tags just need to be typed into the `Message Body` field and when we send this to SurveyMonkey's API, they will automatically populate the respective links where the tags were added within the Survey that is Sent!

https://help.zapier.com/hc/en-us/articles/8495939619853-Common-Problems-with-SurveyMonkey

I'm not seeing my Project in the drop-down menu If you're not seeing your Project listed, search for the project name in the field and click the "Check Asana & reload to bring in new choices" option: Projects are loaded from Asana 25 at a time so if you have a large number of projects in your account it might require more than one click in order for it to show up: I want to trigger on all tasks from all projects within a workspace Unfortunately, there isn't a way to do this via Asana's API. One workaround is to use the "Tag Added to Task" Trigger, then add that Tag to each Task you want to trigger on in Asana. It's an extra step, but will save you from having to create a zap per project! Error message: Project: Unknown Object If you get this error, the project you were using with Asana has likely been deleted. To fix this, go edit your Zap and select an existing project from your project dropdown for Asana. My new projects aren't triggering my zap Unfortunately, the New project trigger does not work for accounts with more than 1,000 projects. You'll need to clear out some old projects from your account to use this trigger. I can't find the tasks created via my "Create Task" action. While you can create tasks that don't have an assignee or project, those tasks are often difficult to find in Asana without searching for them. Only tasks that are assigned to you will appear in your My Tasks. Similarly, if a task does not belong to a project, it will not appear in any projects. We generally recommend that the Zap create the tasks with an assignee, or within a specific project. This way the task will be located within your My Tasks or the project when it is created. My Zaps are turned off If zaps are turned off with this error message: try moving completed tasks into another project. This error can happen when you have a very large number of completed tasks in a project. Asana's API does not support filtering out completed tasks with pagination in the way Zapier expects. Our best recommendation is to move completed tasks to another project if possible. That should keep the number of incomplete tasks low enough for your zap to function properly. This error can happen in the following triggers: "New Task in Project", "New Subtask", "Completed Task in Project".

## I'm not seeing my Project in the drop-down menu If you're not seeing your Project listed, search for the project name in the field and click the "Check Asana & reload to bring in new choices" option:  Projects are loaded from Asana 25 at a time so if you have a large number of projects in your account it might require more than one click in order for it to show up:  ## I want to trigger on all tasks from all projects within a workspace Unfortunately, there isn't a way to do this via Asana's API. One workaround is to use the "Tag Added to Task" Trigger, then add that Tag to each Task you want to trigger on in Asana.  It's an extra step, but will save you from having to create a zap per project! ## Error message: Project: Unknown Object If you get this error, the project you were using with Asana has likely been deleted. To fix this, go edit your Zap and select an existing project from your project dropdown for Asana. ## My new projects aren't triggering my zap Unfortunately, the New project trigger does not work for accounts with more than 1,000 projects. You'll need to clear out some old projects from your account to use this trigger. ## I can't find the tasks created via my "Create Task" action. While you can create tasks that don't have an assignee or project, those tasks are often difficult to find in Asana without searching for them. Only tasks that are assigned to you will appear in your My Tasks. Similarly, if a task does not belong to a project, it will not appear in any projects. We generally recommend that the Zap create the tasks with an assignee, or within a specific project. This way the task will be located within your My Tasks or the project when it is created. ## My Zaps are turned off If zaps are turned off with this error message:  try moving completed tasks into another project. This error can happen when you have a very large number of completed tasks in a project. Asana's API does not support filtering out completed tasks with pagination in the way Zapier expects. Our best recommendation is to move completed tasks to another project if possible. That should keep the number of incomplete tasks low enough for your zap to function properly. This error can happen in the following triggers: "New Task in Project", "New Subtask", "Completed Task in Project".

https://help.zapier.com/hc/en-us/articles/8495947433869-Common-Problems-with-Asana

About the Google Contact Integration Paid/versioned account: Google Contact is free to use, so you don't have to be on a specific paid/versioned account with them to access it. Custom field support: Yes Connecting with Google Contact To get started with Google Contacts, first click to add a Google Contacts account in your zap. Next, you'll name this Google Contacts account. Note: This name is only for identifying the account inside Zapier, it will not automatically try to add a specific Google Contacts account. You should then get a pop-up window from Google Contacts asking you to log-in to authorize the connection between that Google Contacts account and Zapier. If you are already logged in the pop up will show right away. After logging in, you'll get sent back to your zap where you now have your Google Contacts account connected!

## About the Google Contact Integration * **Paid/versioned account**: Google Contact is free to use, so you don't have to be on a specific paid/versioned account with them to access it. * **Custom field support**: Yes ## Connecting with Google Contact To get started with Google Contacts, first click to add a Google Contacts account in your zap.  Next, you'll name this Google Contacts account. Note: This name is only for identifying the account inside Zapier, it will not automatically try to add a specific Google Contacts account.  You should then get a pop-up window from Google Contacts asking you to log-in to authorize the connection between that Google Contacts account and Zapier. If you are already logged in the pop up will show right away.  After logging in, you'll get sent back to your zap where you now have your Google Contacts account connected! 

https://help.zapier.com/hc/en-us/articles/8495951097357-How-to-Get-Started-with-Google-Contacts-on-Zapier

Connect to Dropbox on Zapier Dropbox uses OAuth to authenticate your account on Zapier. Log into Dropbox to authenticate. Grant Zapier permission to access your account if prompted to. Learn more about authenticating your Dropbox account in Zapier. About Dropbox's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Dropbox plan required? No The Dropbox integration is available on all Dropbox plans. Are any special account permissions required? No Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? Real trigger samples Are custom fields supported? No Do update actions overwrite or append to existing data? Append to existing data Is there any additional info? Yes Common Problems With Dropbox on Zapier

## Connect to Dropbox on Zapier Dropbox uses OAuth to authenticate your account on Zapier. * Log into Dropbox to authenticate. * Grant Zapier permission to access your account if prompted to. Learn more about [authenticating your Dropbox account](https://platform.zapier.com/docs/auth) in Zapier. ## About Dropbox's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Dropbox plan required? | No | The Dropbox integration is available on all [Dropbox plans](https://www.dropbox.com/en_GB/plans). | | Are any special account permissions required? | No | | | Are there usage limits? | No | | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Real trigger samples | | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Append to existing data | | | Is there any additional info? | Yes | [Common Problems With Dropbox on Zapier](https://help.zapier.com/hc/en-us/articles/8495932691597) |

https://help.zapier.com/hc/en-us/articles/8495949756045-How-to-Get-Started-With-Dropbox-on-Zapier

I’m not seeing my feeds in Gravity Forms Check your Gravity Forms API logs to see if there are any logs for your feeds. Logs will show: The REST API basic authentication and OAuth tests. Whether you’re connecting to the right one in Zapier. A GET request for each connection attempt. A GET request each time Zapier reads your forms. A POST request when the Zap is turned on and when a feed is created. A DELETE request when your Zap is turned off. A /standard/ hook for new API requests. A /catch/ for legacy API requests. If you don’t see these logs, this is an issue with the REST API set up in WordPress. This may be due to issues with: Basic authentication in WordPress Go to your WordPress Admin Dashboard. Click Tools. Select the Site Health. Test your authorization headers. The security item for the authorization header should say, The authorization header is working as expected. Go back to Tools. Select Site Health for Authentication Headers. If there are any errors, have your Server Host check that the server that hosts your site has CGIPassAuth directive enabled. Read more about WordPress: Basic authentication issues. General authentication issues. HT access. REST API issues. Bad redirection in WordPress Your redirection rules or another WordPress plugin is routing the REST API requests and remove the POST or DELETE from your request. This leaves a default GET request. This can occur when you enter your site URL - Without “www.” if your URL requires it. - Or if you enter your site URL with “www.” when it does not require it. WordPress plugins Certain WordPress plugins like WordFence can block the REST API. Try adding https://hooks.zapier.com/ to your safe list in your security settings. You may have to disable these plugins if that doesn't work. CloudFlare If you’re using CloudFlare, contact their support to whitelist your API connections. Some fields are empty but I know they are filled out! This isn't uncommon if you have multiple fields in a form with the same label. We recommend just tweaking each label in a form to be unique and this problem will go away! (Be sure to send another sample through and map the new unique labels in the template section of your action!). Errors in Testing/Blank Test data Gravity Forms has blank sample data to start with so Zapier can recognize all the fields from the form. To test your Zap with real data, you'll need to do 3 things: Submit the form you have set up yourself, being sure to fill out all fields Go to the test option of the trigger step of your zap and click the "Re-test Gravity Forms" button in the lower left. This will pull new trigger data. Go to test option of the action step of your zap and select the "Re-test (action app)" button. This will create a new test with the new trigger data. You should now see sample data appearing when clicking on the "Insert Fields" button. The incorrect email is coming through Using a "Confirm Email" plugin can send us an incorrect email result. If you have the right email recorded in Gravity Forms but it's not being sent to Zapier correctly, you'll need to turn off the Confirm Email plugin. My New Form Submission does not include a URL for my uploaded image The full URL for Signature fields are intentionally not sent for security reasons, so there are no plans for these to be made available. Post Image field URLs are available in the latest version of the Gravity Forms Zapier Add-On. I encounter errors in subsequent steps when trying to use the File field/URL from a Gravity Forms trigger Gravity Forms sends a placeholder URL that does not lead to a real file in the sample data (http://domain.dev/some_location/file.png). Because of that, you will not be able to successfully test steps that require the use of this field (such as "Upload File" steps) in the Editor. We suggest that you click on "Skip the step" in testing and turn the Zap on.

## I’m not seeing my feeds in Gravity Forms Check your [Gravity Forms API logs](https://docs.gravityforms.com/logging-and-debugging/) to see if there are any logs for your feeds. Logs will show: * The REST API basic authentication and OAuth tests. * Whether you’re connecting to the right one in Zapier. * A `GET` request for each connection attempt. * A `GET` request each time Zapier reads your forms. * A `POST` request when the Zap is turned on and when a feed is created. * A `DELETE` request when your Zap is turned off. * A `/standard/` hook for new API requests. * A `/catch/` for legacy API requests. If you don’t see these logs, this is an issue with the REST API set up in WordPress. This may be due to issues with: **Basic authentication in WordPress** * Go to your WordPress Admin Dashboard. * Click **Tools**. * Select the **Site Health**. * Test your authorization headers. * The security item for the authorization header should say, `The authorization header is working as expected.` * Go back to **Tools**. * Select **Site Health for Authentication Headers**. * If there are any errors, have your Server Host check that the server that hosts your site has [CGIPassAuth directive](https://httpd.apache.org/docs/current/en/mod/core.html#cgipassauth) enabled. Read more about WordPress: * [Basic authentication issues](https://docs.gravityforms.com/rest-api-v2-authentication/#unable-to-authenticate-using-basic-authentication). * [General authentication issues](https://developer.wordpress.org/rest-api/frequently-asked-questions/#why-is-authentication-not-working). * [HT access](https://wordpress.org/support/article/htaccess/). * [REST API issues](https://robotninja.com/blog/fix-common-woocommerce-rest-api-issues/). **Bad redirection in WordPress** Your redirection rules or another WordPress plugin is routing the REST API requests and remove the `POST` or `DELETE` from your request. This leaves a default `GET` request. This can occur when you enter your site URL \- Without “www.” if your URL requires it. \- Or if you enter your site URL with “www.” when it does not require it. **WordPress plugins** Certain WordPress plugins like WordFence can block the REST API. Try adding [https://hooks.zapier.com/](https://hooks.zapier.com/) to your safe list in your security settings. You may have to disable these plugins if that doesn't work. **CloudFlare** If you’re using CloudFlare, [contact their support](https://support.cloudflare.com/hc/en-us) to whitelist your API connections. ## Some fields are empty but I know they are filled out! This isn't uncommon if you have multiple fields in a form with the same label. We recommend just tweaking each label in a form to be unique and this problem will go away! (Be sure to send another sample through and map the new unique labels in the template section of your action!). ## Errors in Testing/Blank Test data Gravity Forms has blank sample data to start with so Zapier can recognize all the fields from the form. To test your Zap with real data, you'll need to do 3 things: 1. Submit the form you have set up yourself, being sure to fill out all fields 2. Go to the test option of the trigger step of your zap and click the "Re-test Gravity Forms" button in the lower left. This will pull new trigger data. 3. Go to test option of the action step of your zap and select the "Re-test (action app)" button. This will create a new test with the new trigger data. You should now see sample data appearing when clicking on the "Insert Fields" button. ## The incorrect email is coming through Using a "Confirm Email" plugin can send us an incorrect email result. If you have the right email recorded in Gravity Forms but it's not being sent to Zapier correctly, you'll need to turn off the Confirm Email plugin. ## My New Form Submission does not include a URL for my uploaded image The full URL for Signature fields are intentionally not sent for security reasons, so there are no plans for these to be made available. Post Image field URLs are available in the latest version of the Gravity Forms Zapier Add-On. ## I encounter errors in subsequent steps when trying to use the File field/URL from a Gravity Forms trigger Gravity Forms sends a placeholder URL that does not lead to a real file in the sample data ([http://domain.dev/some\_location/file.png](http://domain.dev/some_location/file.png)). Because of that, you will not be able to successfully test steps that require the use of this field (such as "Upload File" steps) in the Editor. We suggest that you click on "Skip the step" in testing and turn the Zap on.

https://help.zapier.com/hc/en-us/articles/8495956857357-Common-Problems-with-Gravity-Forms

Zapier does not recommend sharing login access to your Zapier account. Sharing login access can compromise the security of your accounts. If you want to share Zapier with other people on your team, you can sign up for Zapier for Teams or Enterprise instead. Members of your Team or Enterprise account can continue sharing access to Zaps by using shared folders.

Zapier does not recommend sharing login access to your Zapier account. Sharing login access can compromise the security of your accounts. If you want to share Zapier with other people on your team, you can sign up for [Zapier for Teams or Enterprise](https://zapier.com/teams-companies) instead. Members of your Team or Enterprise account can continue sharing access to Zaps by using [shared folders](https://help.zapier.com/hc/en-us/articles/8496277647629-Share-folders-with-your-team).

https://help.zapier.com/hc/en-us/articles/8495957254797-Can-my-team-use-a-shared-login-to-access-my-account

Basecamp 2 Calendar Event Missing End Date/Time Basecamp 2 decided to remove the end date/time from their UI and ignore any submitted end date/time from the API and thus Zapier. Because of this, the end date/time field has been removed from Zapier. Basecamp 2 seems to consider all calendar events are point events setting the start date/time and end date/time to the same start date/time value. Zapier says I have no Projects This usually indicates you're using the wrong version of Basecamp 2 on Zapier. We support two versions. Make sure you're using the right version by reading this. Connection timed out These are somewhat common for Basecamp 2. It might happen because you have a lot of data in your account or because Basecamp 2 is having temporary problems. You can check if there are any outages on our API Status Board, but sometimes ephemeral connection timeouts won't be shown. The best solution here is to try and wait it out. If it's still happening consistently up to 24 hours, contact us and let us know. access_token not found inside refresh_token response This means your connection to Basecamp 2 has expired. It might be because you changed your password, Basecamp 2 reset their API keys, or something else. To fix this, go to your connected accounts in your settings and re-connect Basecamp 2. "You seem to be using Basecamp Classic " Error Message This indicates you're using the wrong version of Basecamp on Zapier. We support two versions. Make sure you're using the right version by reading this. Cannot specify a Basecamp 2 Template Right now, we don't support template selection when creating a Zap, so there won't be a way to use/select one.

## Basecamp 2 Calendar Event Missing End Date/Time Basecamp 2 decided to remove the end date/time from their UI and ignore any submitted end date/time from the API and thus Zapier. Because of this, the end date/time field has been removed from Zapier. Basecamp 2 seems to consider all calendar events are point events setting the start date/time and end date/time to the same start date/time value. ## Zapier says I have no Projects This usually indicates you're using the wrong version of Basecamp 2 on Zapier. We support two versions. [Make sure you're using the right version by reading this](https://zapier.com/help/basecamp-vs-basecamp-classic/). ## Connection timed out These are somewhat common for Basecamp 2. It might happen because you have a lot of data in your account or because Basecamp 2 is having temporary problems. You can check if there are any outages on our [API Status Board](https://status.zapier.com/), but sometimes ephemeral connection timeouts won't be shown. The best solution here is to try and wait it out. If it's still happening consistently up to 24 hours, contact us and let us know. ## `access_token not found inside refresh_token` response This means your connection to Basecamp 2 has expired. It might be because you changed your password, Basecamp 2 reset their API keys, or something else. To fix this, go to your [connected accounts in your settings](https://zapier.com/app/settings/authorizations) and re-connect Basecamp 2. ## "You seem to be using Basecamp Classic " Error Message This indicates you're using the wrong version of Basecamp on Zapier. We support two versions. [Make sure you're using the right version by reading this](https://zapier.com/help/basecamp-vs-basecamp-classic/). ## Cannot specify a Basecamp 2 Template Right now, we don't support template selection when creating a Zap, so there won't be a way to use/select one.

https://help.zapier.com/hc/en-us/articles/8495962558989-Common-Problems-with-Basecamp-2

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

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

https://help.zapier.com/hc/en-us/articles/8495963683853-How-to-Get-Started-with-Eventbrite-on-Zapier

About the Google Drive Integration Admin/owner permissions: The connected account must be the owner of the files and folder that the Zaps work with Paid/versioned account: Google Contact is free to use, so you don't have to be on a specific paid/versioned account with them to access it. Connect with Google Drive To get started with Google Drive, first click to add a Google Drive account in your zap. Next, you'll name this Google Drive account. Note: This name is only for identifying the account inside Zapier, it will not automatically try to add a specific Google Drive account. You should then get a pop-up window from Google Drive asking you to log-in to authorize the connection between that Google Drive account and Zapier. If you are already logged in the pop up will show right away. After logging in, you'll get sent back to your Zap where you now have your Google Drive account connected!

## About the Google Drive Integration * **Admin/owner permissions**: The connected account must be the owner of the files and folder that the Zaps work with * **Paid/versioned account**: Google Contact is free to use, so you don't have to be on a specific paid/versioned account with them to access it. ## Connect with Google Drive To get started with Google Drive, first click to add a Google Drive account in your zap.  Next, you'll name this Google Drive account. Note: This name is only for identifying the account inside Zapier, it will not automatically try to add a specific Google Drive account.  You should then get a pop-up window from Google Drive asking you to log-in to authorize the connection between that Google Drive account and Zapier. If you are already logged in the pop up will show right away.  After logging in, you'll get sent back to your Zap where you now have your Google Drive account connected! 

https://help.zapier.com/hc/en-us/articles/8495965163405-How-to-Get-Started-with-Google-Drive

My Form Won't Submit This is a really common problem that happens quite often. Formstack doesn't allow any 3rd party integration on plans below Silver. So if you're on a free plan and try to use the Formstack integration, nothing will come through. Double check that you have an appropriate plan. If you do, the next thing would be to set up the zap, skipping "Load Sample Data" and enable it. Now go to the form in Formstack and look under Settings -> Emails & Redirects -> After the Form is Submitted and double check that a Zapier URL has been added. My Zap is triggering when other forms are filled out. If you make a copy of a form in Formstack, it also copies any existing webhook integrations, like to your Zap. For the form that you do not want connected to the Zap, go to the form's Settings > Emails and Actions > Advanced (down at the bottom) You'll see a Submit Action with a Zapier url like this: Click the red delete icon over to the far right, which will delete the integration for this form.

## My Form Won't Submit This is a really common problem that happens quite often. Formstack doesn't allow any 3rd party integration on plans below Silver. So if you're on a free plan and try to use the Formstack integration, nothing will come through. Double check that you have an appropriate plan. If you do, the next thing would be to set up the zap, skipping "Load Sample Data" and enable it. Now go to the form in Formstack and look under Settings -> Emails & Redirects -> After the Form is Submitted and double check that a Zapier URL has been added. ## My Zap is triggering when other forms are filled out. If you make a copy of a form in Formstack, it also copies any existing webhook integrations, like to your Zap. For the form that you do not want connected to the Zap, go to the form's Settings > Emails and Actions > Advanced (down at the bottom) You'll see a Submit Action with a Zapier url like this:  Click the red delete icon over to the far right, which will delete the integration for this form.

https://help.zapier.com/hc/en-us/articles/8495966326797-Common-Problems-With-Formstack

Connect to Jira Software Server on Zapier Jira Software Server uses basic authentication to authenticate your account on Zapier. Enter your Jira Software Server username and password to authenticate. Note Single sign-on (SSO) is not supported. If you log in to Jira using a Google account and two-factor authentication (2FA), you can log in using your email address and an API token instead. About Jira Software Server's app Are self-hosted or cloud-hosted accounts supported? Self-hosted accounts only Zapier supports Jira Software Server 6+. As of Feb 15, 2024, Atlassian is ending support for the Jira Software Server. This means it is available for use, but it is no longer actively being maintained or updated. Learn more about Atlassian’s update to Jira Server. Is a paid Jira Software Server plan required? No Are any special account permissions required? Yes You'll need full admin permissions along with API access. Learn more about Jira Software Server's account permissions. If you see the error “Max retries exceeded with url: /rest/auth/1/session (Caused by : [Errno -2] Name or service not known)” when connecting to Zapier, you must add Zapier’s IP address to Jira’s allowlist. Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? Real trigger samples Are custom fields supported? Yes Custom fields are supported, however, they may not be consistently returned for a project. This is an issue with Jira, and you can track this Jira bug for updates. Do update actions overwrite or append to existing data? Overwrite existing data Is there any additional info? Yes Common Problems with Jira Software Server

## Connect to Jira Software Server on Zapier Jira Software Server uses basic authentication to authenticate your account on Zapier. Enter your Jira Software Server username and password to authenticate.   Note * Single sign-on (SSO) is not supported. * If you log in to Jira using a Google account and two-factor authentication (2FA), you can log in using your email address and an [API token](https://confluence.atlassian.com/cloud/api-tokens-938839638.html) instead. ## About Jira Software Server's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Self-hosted accounts only | * Zapier supports Jira Software Server 6+.<br>* As of Feb 15, 2024, Atlassian is ending support for the Jira Software Server. This means it is available for use, but it is no longer actively being maintained or updated. Learn more about [Atlassian’s update to Jira Server](https://help.zapier.com/hc/en-us/articles/23279461598221). | | Is a paid Jira Software Server plan required? | No | | | Are any special account permissions required? | Yes | * You'll need full admin permissions along with API access. Learn more about Jira Software Server's [account permissions](https://confluence.atlassian.com/adminjiraserver073/managing-global-permissions-861253290.html).<br>* If you see the error “_Max retries exceeded with url: /rest/auth/1/session (Caused by : \[Errno -2\] Name or service not known)_” when connecting to Zapier, you must add [Zapier’s IP address](https://help.zapier.com/hc/en-us/articles/8496216020877-Can-t-access-or-use-Zapier-with-other-apps) to Jira’s allowlist. | | Are there usage limits? | No | | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Real trigger samples | | | Are custom fields supported? | Yes | * Custom fields are supported, however, they may not be consistently returned for a project. This is an issue with Jira, and you can [track this Jira bug](https://jira.atlassian.com/browse/JRASERVER-47681) for updates. | | Do update actions overwrite or append to existing data? | Overwrite existing data | | | Is there any additional info? | Yes | * [Common Problems with Jira Software Server](https://help.zapier.com/hc/en-us/articles/8495919999757) |

https://help.zapier.com/hc/en-us/articles/8495967567757-How-to-get-started-with-Jira-Software-Server-on-Zapier

Connect to BigCommerce on Zapier BigCommerce uses session auth to authenticate your account on Zapier. Required authentication fields Store hash Access token Learn more about authenticating your BigCommerce account in Zapier. About BigCommerce's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts Is a paid BigCommerce plan required? Yes View BigCommerce's plans. Are any special account permissions required? Yes You need to be the Store Owner to create a Store API account. Learn more about BigCommerce's account permissions. Are there usage limits? Yes Learn more about BigCommerce's usage limits. Are there pagination limits? Yes Learn more about BigCommerce's pagination limits. Do trigger samples use real data from your account or generic data? Real sample data Are custom fields supported? No Do update actions overwrite or append to existing data? Update actions overwrite Is there any additional info? No

## Connect to BigCommerce on Zapier BigCommerce uses session auth to authenticate your account on Zapier. ### Required authentication fields * Store hash * Access token Learn more about [authenticating your BigCommerce account](https://platform.zapier.com/docs/auth) in Zapier. ## About BigCommerce's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts | | | Is a paid BigCommerce plan required? | Yes | View BigCommerce's [plans](https://help.zapier.com/hc/en-us/articles/%7B%7Bplan_url%7D%7D). | | Are any special account permissions required? | Yes | You need to be the Store Owner to create a Store API account.  <br>Learn more about BigCommerce's [account permissions](https://support.bigcommerce.com/s/article/Store-API-Accounts?language=en_US#creating). | | Are there usage limits? | Yes | Learn more about BigCommerce's [usage limits](https://developer.bigcommerce.com/api-docs/getting-started/best-practices#api-rate-limits). | | Are there pagination limits? | Yes | Learn more about BigCommerce's [pagination limits](https://developer.bigcommerce.com/api-docs/storefront/graphql/graphql-api-overview#pagination). | | Do trigger samples use real data from your account or generic data? | Real sample data | | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Update actions overwrite | | | Is there any additional info? | No | |

https://help.zapier.com/hc/en-us/articles/8495923291661-How-to-get-started-with-BigCommerce-on-Zapier

Yes, you can create or join a team using your existing personal account. Once you join, you can easily move Zaps between your accounts. Team owner accounts If you upgrade to a Team plan or Enterprise plan, Zapier converts your personal account to a team account. You no longer have access to a separate personal account. Team members manually added to your account If you manually add a member to your team account, they'll have both a team and a personal account. To switch between accounts, they can: Click their avatar in the top right menu. Select the account that they want to use. Zapier will remember the last account you used and default to that account the next time you log in. Any Zaps created in a member's personal account won't be available in the team account. The member will need to move the Zap into the team account first. Note Team members also have a private folder within team accounts. Other team members can't access Zaps in a private folder. They can only access another member's Zaps if they're in a shared folder. Team members added to your account via SCIM If you add a member to your team account using SCIM, they'll only have a team account. They won't have a separate personal account.

Yes, you can create or join a team using your existing personal account. Once you join, you can easily [move Zaps between your accounts](https://help.zapier.com/hc/en-us/articles/8496275081357). ## Team owner accounts If you upgrade to a [Team plan](https://zapier.com/teams/) or [Enterprise plan](https://zapier.com/enterprise), Zapier converts your personal account to a team account. You no longer have access to a separate personal account. ## Team members manually added to your account If you manually add a member to your team account, they'll have both a team and a personal account. To switch between accounts, they can: * Click their **avatar** in the top right menu. * Select the **account** that they want to use. Zapier will remember the last account you used and default to that account the next time you log in. Any Zaps created in a member's personal account won't be available in the team account. The member will need to [move the Zap](https://zapier.com/help/manage/collaborate/move-zaps-from-your-personal-to-team-account) into the team account first.  Note Team members also have a private folder within team accounts. Other team members can't access Zaps in a private folder. They can only access another member's Zaps if they're in a shared folder. ## Team members added to your account via SCIM If you add a member to your team account using [SCIM](https://help.zapier.com/hc/en-us/articles/8496291497741), they'll only have a team account. They won't have a separate personal account.

https://help.zapier.com/hc/en-us/articles/8495926021261-Can-I-use-my-existing-personal-account-with-Zapier-for-Teams-or-Zapier-for-Enterprise-plans

My campaign doesn't appear as an option in the dropdown Only sent campaigns can be selected. Draft campaigns won't appear in the dropdown until they are sent to at least one recipient. In order to select a campaign from the dropdown, it must be in Sent status in Campaign Monitor first. "Must supply a valid HTTP Basic Authorization header" error when trying to connect an account If the error message authorization failed: api.createsend.com returned (401) Unauthorized and said "Must supply a valid HTTP Basic Authorization header" is showing when trying to connect a Campaign Monitor account, it's possible the wrong key may be getting used. In Campaign Monitor's "Manage API keys" settings, note that the API Key needed requires clicking "Show API key" first. Using the "Client ID" leads to this error.

## My campaign doesn't appear as an option in the dropdown Only **sent** campaigns can be selected. Draft campaigns won't appear in the dropdown until they are sent to at least one recipient. In order to select a campaign from the dropdown, it must be in Sent status in Campaign Monitor first. ## "Must supply a valid HTTP Basic Authorization header" error when trying to connect an account If the error message `authorization failed: api.createsend.com returned (401) Unauthorized and said "Must supply a valid HTTP Basic Authorization header"` is showing when trying to connect a Campaign Monitor account, it's possible the wrong key may be getting used. In Campaign Monitor's "Manage API keys" settings, note that the API Key needed requires clicking "Show API key" first. Using the "Client ID" leads to this error. [](https://cdn.zapier.com/storage/photos/624ec0a9032d43d301619d35cdd8e808.png)

https://help.zapier.com/hc/en-us/articles/8495932512525-Common-Problems-with-Campaign-Monitor

Connect to Gmail on Zapier Gmail uses OAuth to authenticate your account on Zapier. Log into Gmail to authenticate. Grant Zapier permission to access your account if prompted to. About Gmail's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Gmail plan required? No Are any special account permissions required? Yes To send emails from another email address, you must have an alternative email (email alias) set up. Learn more about Gmail's account permissions. Are there usage limits? Yes Gmail has a sending limit of 100 recipients per message for emails sent via API. Learn more about Gmail's usage limit. Are there pagination limits? No Do trigger samples use real data from your account or generic data? Real trigger samples Are custom fields supported? Yes Do update actions overwrite or append to existing data? Not applicable Is there any additional info? Yes You can't reconnect your Gmail account after it's created. You must add a new app connection instead. If you see the error "Google cannot give this app access to your account data because Advanced Protection is turned on for your Google Account", this is because Google's Advanced Protection Program is enabled. You must disable it to use the Gmail app.

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

https://help.zapier.com/hc/en-us/articles/8495933589645-How-to-get-started-with-Gmail-on-Zapier

My Appointment Start trigger isn't firing! This trigger can only fire once per appointment. So, if your Zap fires, and then your appointment gets rescheduled, it won't fire again for the new appointment time. To check if an appointment has been rescheduled, click on that appointment in your Acuity calendar, and "view changes & notifications sent" from within the appointment details. I have Duplicate Appointments triggering If a recurring appointment is made in Acuity, the New Appointment trigger will trigger once for each appointment scheduled at the time of the scheduling. Error: "Maximum number of 25 active zaps reached for your Acuity account" The Acuity API does not allow for more than 25 subscription webhooks to be enabled for any single Acuity account. As a workaround, each Acuity user can add multiple users to any Acuity account to work around this limitation. If you run into this error, please feel free to contact support, as we can add you to a feature request to increase this limit.

## My Appointment Start trigger isn't firing! This trigger can only fire once per appointment. So, if your Zap fires, and then your appointment gets rescheduled, it won't fire again for the new appointment time. To check if an appointment has been rescheduled, click on that appointment in your Acuity calendar, and "view changes & notifications sent" from within the appointment details. ## I have Duplicate Appointments triggering If a recurring appointment is made in Acuity, the New Appointment trigger will trigger once for each appointment scheduled at the time of the scheduling. ## Error: "Maximum number of 25 active zaps reached for your Acuity account" The Acuity API does not allow for more than 25 subscription webhooks to be enabled for any single Acuity account. As a workaround, each Acuity user can add [multiple users to any Acuity account](https://help.acuityscheduling.com/hc/en-us/articles/16676924963341-Inviting-contributors-to-Acuity-Scheduling#gref) to work around this limitation. If you run into this error, please feel free to [contact support](https://zapier.com/app/get-help), as we can add you to a feature request to increase this limit.

https://help.zapier.com/hc/en-us/articles/8495976435597-Common-Problems-with-Acuity-Scheduling

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

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

https://help.zapier.com/hc/en-us/articles/8495977355661-How-to-Get-Started-with-Todoist-on-Zapier

The first thing you'll need to do to get started with hooking up Pinbaord with Zapier and the hundreds of services we work with is adding your Pinboard Account to Zapier. When the time is right, we'll ask you to add your Account: Next we will ask you to give your new Account a name or label, which is just a handy name for you to recognize within Zapier. It doesn't matter what you name it, but it does matter what you paste into the API Token field! The locate your Pinboard API Token, log into Pinboard and navigate to the settings page. Then, click on the password tab to see your API Token. Your API Token consists of your username, followed by a colon and a unique token, as shown below. Just copy the API Token into the popup back at Zapier and click the continue button: As the final step, Zapier will automatically test that your API Token is good and you'll be allowed to continue setting up your Zap. If you typed in your API Token incorrectly, you'll see an error like authorization failed: Not Authorized and we'll show you the error itself:

The first thing you'll need to do to get started with hooking up Pinbaord with Zapier and the hundreds of services we work with is adding your Pinboard Account to Zapier. When the time is right, we'll ask you to add your Account:  Next we will ask you to give your new Account a name or label, which is just a handy name for you to recognize within Zapier. It doesn't matter what you name it, but it does matter what you paste into the API Token field!  The locate your Pinboard API Token, log into Pinboard and navigate to the settings page. Then, click on the password tab to see your API Token. Your API Token consists of your username, followed by a colon and a unique token, as shown below.  Just copy the API Token into the popup back at Zapier and click the continue button:  As the final step, Zapier will automatically test that your API Token is good and you'll be allowed to continue setting up your Zap.  If you typed in your API Token incorrectly, you'll see an error like authorization failed: Not Authorized and we'll show you the error itself: 

https://help.zapier.com/hc/en-us/articles/8495978648589-How-to-Get-Started-with-Pinboard

Subscriber isn't showing up on the form even though the task is successful By default, ConvertKit requires that subscribers double opt-in to emails for confirmation. That means they won't show up on the list until they confirm their subscription. If you'd like to automatically add them to the list, you can turn off the double opt-in by going to the Form settings, then clicking Incentive Email, and selecting "auto-confirm new members" at the bottom. New subscribers in ConvertKit are not triggering the Zap If you add subscribers manually in ConvertKit, via the "Import Subscribers" button, the automation triggers (including Zaps) are not triggered. To trigger the Zap, add subscribers through a form or landing page, or through a Zap or the ConvertKit API.

## Subscriber isn't showing up on the form even though the task is successful By default, ConvertKit requires that subscribers double opt-in to emails for confirmation. That means they won't show up on the list until they confirm their subscription. If you'd like to automatically add them to the list, you can turn off the double opt-in by going to the Form settings, then clicking Incentive Email, and selecting "auto-confirm new members" at the bottom.  ## New subscribers in ConvertKit are not triggering the Zap If you add subscribers manually in ConvertKit, via the "Import Subscribers" button, the automation triggers (including Zaps) are not triggered. To trigger the Zap, add subscribers through a form or landing page, or through a Zap or the ConvertKit API.

https://help.zapier.com/hc/en-us/articles/8495978497549-Common-Problems-with-ConvertKit-on-Zapier

About Mailerlite Classic's Integration Admin/owner permissions: Admin access to get API Key Paid/versioned account: Free or Paid Custom field support: No Partner’s documentation: https://www.mailerlite.com/integrations/zapier Connecting with MailerLite Classic When you start creating a MailerLite Classic Zap, you will be asked to connect your MailerLite Classic account. Next, you'll be asked to enter your MailerLite Classic API key. To locate your API Key in your MailerLite Classic account, by go to your Developer API within your Integrations list. Paste your key back into your Zapier account and then click Continue. If all steps were successful your MailerLite Classic account will now be successfully connected.

## About Mailerlite Classic's Integration * **Admin/owner permissions**: Admin access to get API Key * **Paid/versioned account**: Free or Paid * **Custom field support**: No * **Partner’s documentation**: [https://www.mailerlite.com/integrations/zapier](https://www.mailerlite.com/integrations/zapier) ## Connecting with MailerLite Classic When you start creating a MailerLite Classic Zap, you will be asked to connect your MailerLite Classic account.  Next, you'll be asked to enter your MailerLite Classic API key.  To locate your API Key in your MailerLite Classic account, by go to your [Developer API](https://app.mailerlite.com/integrations/api) within your Integrations list.  Paste your key back into your Zapier account and then click **Continue**. If all steps were successful your MailerLite Classic account will now be successfully connected. 

https://help.zapier.com/hc/en-us/articles/8495979812109-How-to-Get-Started-with-MailerLite-Classic-on-Zapier

My tasks or emails aren't showing up in OmniFocus. Please go to OmniFocus Preferences -> Synchronization -> Show Sync Details -> and then verify the "Email-to-OmniFocus" is active. If you do not see the Email-To-Omnifocus option - you need to create a new address in https://manage.sync.omnigroup.com/manage/ and reconnect your Zapier account with the new email and try again! Go to your page on https://manage.sync.omnigroup.com/manage/ and observe or create your new email: And ensure it is how you connected to Zapier:

## My tasks or emails aren't showing up in OmniFocus. Please go to OmniFocus Preferences -> Synchronization -> Show Sync Details -> and then verify the "Email-to-OmniFocus" is active. **If you do not see the Email-To-Omnifocus option** - you need to create a new address in [https://manage.sync.omnigroup.com/manage/](https://manage.sync.omnigroup.com/manage/) and reconnect your Zapier account with the new email and try again!  Go to your page on [https://manage.sync.omnigroup.com/manage/](https://manage.sync.omnigroup.com/manage/) and observe or create your new email:  And ensure it is how you connected to Zapier: 

https://help.zapier.com/hc/en-us/articles/8495980014093-Common-Problems-with-Omnifocus

My test step is continually running without any results. Or, you're getting a "Problem creating Webhook Subscription" error. In order to use Calendly with Zapier you must have a premium/paid Calendly account, as noted here: https://help.calendly.com/hc/en-us/articles/235289507-Zapier I need to trigger on rescheduled appointments When an appointment is rescheduled on Calendly, the mechanics of that action are such that the original appointment is canceled and a new appointment is created. Depending on what you're looking to accomplish, you can use multiple Zaps with both "Invitee Created" and "Invitee Canceled" triggers to achieve your desired workflow.

## My test step is continually running without any results. Or, you're getting a "Problem creating Webhook Subscription" error. In order to use Calendly with Zapier you must have a premium/paid Calendly account, as noted here: [https://help.calendly.com/hc/en-us/articles/235289507-Zapier](https://help.calendly.com/hc/en-us/articles/235289507-Zapier) ## I need to trigger on rescheduled appointments When an appointment is rescheduled on Calendly, the mechanics of that action are such that the original appointment is canceled and a new appointment is created. Depending on what you're looking to accomplish, you can use multiple Zaps with both "Invitee Created" and "Invitee Canceled" triggers to achieve your desired workflow.

https://help.zapier.com/hc/en-us/articles/8495981284109-Common-Problems-with-Calendly-on-Zapier

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

When you create a OnceHub Zap, you'll be asked to enter your OnceHub credentials (API key and login ID).  To find your API Key: 1. Log in to your OnceHub account. 2. On the left-hand menu click "Zapier". 3. Click the "API Key" tab. 4. Click "Copy" beside the API key field to copy it to your clipboard.  Paste your key back into your Zapier account and then **Continue**. If all steps were successful, your OnceHub account will be connected.

https://help.zapier.com/hc/en-us/articles/8495980905101-How-to-Get-Started-with-OnceHub-on-Zapier

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

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

https://help.zapier.com/hc/en-us/articles/8495980995085-How-to-Get-Started-with-Wave-on-Zapier

My settings in Google Docs are not being respected when using the Create Document actions The Google Docs API does not respect any settings you have configured in the Google Docs app settings in regards to defaults for documents created by Zapier. My template fields aren't appearing in Zapier or they all have generic names This may be due to your template format. Remove any HTML formatting, and check your template field formatting. Remove any HTML formatting If you copy and pasted fields in your template, they may contain HTML formatting. The HTML formatting won't be visible in your Google Doc, but you will need to remove it before using your Doc in Zapier. There are two ways to delete the HTML in your Google Docs template: Manually enter the template field Delete the template field and the text around the template field Manually type in the template field and the text around it. Remove formatting Highlight the template fields. In the top menu, click Format. Select Clear formatting. If you already selected the template in your Zap, click Refresh fields at the bottom of your Google Docs step. This will reload your template and display your template fields. Check your template field formatting To correctly format your template fields in Google Docs: Template fields must be wrapped in double curly braces. Remove any spaces. Remove any special characters like punctuation marks. Example Here’s an example of a properly formatted template field: {{MyTemplateField}}. Learn more about how to create and autopopulate a Google Docs template. My template doesn't appear in the Create Document from Template Action step The Create Document from Template Action will only display templates that you created in Google Docs. It won't display existing templates created by Google Docs. Learn more about each template type.

## My settings in Google Docs are not being respected when using the Create Document actions The Google Docs API does not respect any settings you have configured in the Google Docs app settings in regards to defaults for documents created by Zapier. ## My template fields aren't appearing in Zapier or they all have generic names This may be due to your template format. Remove any HTML formatting, and check your template field formatting. ### Remove any HTML formatting If you copy and pasted fields in your template, they may contain HTML formatting. The HTML formatting won't be visible in your Google Doc, but you will need to remove it before using your Doc in Zapier. There are two ways to delete the HTML in your Google Docs template: ### Manually enter the template field 1. Delete the template field and the text around the template field 2. Manually type in the template field and the text around it. **Remove formatting** 1. Highlight the template fields. 2. In the top menu, click **Format**. 3. Select **Clear formatting**. If you already selected the template in your Zap, click **Refresh fields** at the bottom of your Google Docs step. This will reload your template and display your template fields. ### Check your template field formatting To correctly format your template fields in Google Docs: * Template fields must be wrapped in double curly braces. * Remove any spaces. * Remove any special characters like punctuation marks.  Example Here’s an example of a properly formatted template field: `{{MyTemplateField}}`. Learn more about [how to create and autopopulate a Google Docs template](https://zapier.com/blog/create-autopopulate-google-docs-template/). ## My template doesn't appear in the Create Document from Template Action step The Create Document from Template Action will only display templates that you created in Google Docs. It won't display existing templates created by Google Docs. Learn more about [each template type](https://support.google.com/a/users/answer/9308885?hl=en).

https://help.zapier.com/hc/en-us/articles/8495982583053-Common-Problems-with-Google-Docs

The first thing you'll need to do to get started with hooking up Chatter with Zapier and hundreds of other services is to add your Chatter Account to Zapier. Click to add a Chatter account in your Zap. 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 Chatter asking you to log-in to authorize the connection between that Chatter account and Zapier. If you are already logged in the pop up will show right away. After logging into Chatter, you will be prompted to authorize your account. Verifying the your Chatter account finishes the process! Your Chatter account is now connected to Zapier.

The first thing you'll need to do to get started with hooking up Chatter with Zapier and hundreds of other services is to add your Chatter Account to Zapier. Click to add a Chatter account in your Zap.  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 Chatter asking you to log-in to authorize the connection between that Chatter account and Zapier. If you are already logged in the pop up will show right away.  After logging into Chatter, you will be prompted to authorize your account.  Verifying the your Chatter account finishes the process! Your Chatter account is now connected to Zapier.

https://help.zapier.com/hc/en-us/articles/8495985525261-How-to-Get-Started-with-Chatter

"New Registrant" Trigger is Missing my Fields! This is a known limitation at the moment. Right now, the GoToWebinar "new registrant" Trigger only has access to see non-custom fields on the trigger side. How Do I Get all Registrants From all Webinars? Right now, GoToWebinar only supports accessing registrants given a specific webinar. You will need to use multiple Zaps if you want to trigger off multiple webinars. For your convenience, you can copy Zaps from the Dashboard in order to quickly set up lots of similar Zaps. Are Recurring Webinars Supported? Recurring webinars are shown in the dropdown picker, but each recurring instance is a "new" webinar from Zapier's point of view. You can re-use the same Zap and you'll need to re-select the webinar from the dropdown picker in between recurring instances. We'll hopefully be able to better support this in the future and offer more dynamic functionality, but unfortunately, it isn't possible yet. Dynamically Assigning a State When dynamically assigning a state, you will need to pass along the state name with no spaces and NOT the abbreviation, (e.g. NY) or a name with a space (New York). The end result should look like (NewYork). If you need to remove the space between the words dynamically, you can do so using our Formatter app. 403 "Cannot register for a webinar that is in the past" You may need to re-select your webinar from the dropdown - often "repeating" webinars have changing identifiers and GoToWebinar will not automatically register to the proper upcoming webinar. People registered for the webinar but didn't trigger the zap The New Attendee trigger will only trigger after the webinar is over, all people who actually attend the webinar will all trigger the zap in succession. If you want to trigger the zap when someone registers for your webinar, use the New Registrant trigger instead. The New Attendee Trigger didn't trigger on attendees to a simulated live webinar This integration doesn't currently support Simulated (aka on demand) Live Webinars. The New Registrant trigger will trigger, but New Attendee will not. There is a feature request for this; contact support if you'd like to be added to it.

## "New Registrant" Trigger is Missing my Fields! This is a known limitation at the moment. Right now, the GoToWebinar "new registrant" Trigger only has access to see non-custom fields on the trigger side. ## How Do I Get _all_ Registrants From _all_ Webinars? Right now, GoToWebinar only supports accessing registrants given a specific webinar. You will need to use multiple Zaps if you want to trigger off multiple webinars. For your convenience, you can copy Zaps from the Dashboard in order to quickly set up lots of similar Zaps. ## Are Recurring Webinars Supported? Recurring webinars are shown in the dropdown picker, but each recurring instance is a "new" webinar from Zapier's point of view. You can re-use the same Zap and you'll need to re-select the webinar from the dropdown picker in between recurring instances. We'll hopefully be able to better support this in the future and offer more dynamic functionality, but unfortunately, it isn't possible yet. ## Dynamically Assigning a State When dynamically assigning a state, you will need to pass along the state name with no spaces and NOT the abbreviation, (e.g. NY) or a name with a space (New York). The end result should look like (NewYork). If you need to remove the space between the words dynamically, you can do so using our [Formatter app](https://zapier.com/apps/formatter/integrations). ## 403 "Cannot register for a webinar that is in the past" You may need to re-select your webinar from the dropdown - often "repeating" webinars have changing identifiers and GoToWebinar will not automatically register to the proper upcoming webinar. ## People registered for the webinar but didn't trigger the zap The New Attendee trigger will only trigger after the webinar is over, all people who actually attend the webinar will all trigger the zap in succession. If you want to trigger the zap when someone registers for your webinar, use the New Registrant trigger instead. ## The New Attendee Trigger didn't trigger on attendees to a simulated live webinar This integration doesn't currently support Simulated (aka on demand) Live Webinars. The New Registrant trigger will trigger, but New Attendee will not. There is a feature request for this; [contact support](https://zapier.com/app/get-help) if you'd like to be added to it.

https://help.zapier.com/hc/en-us/articles/8495987063565-Common-Problems-with-GoToWebinar

Connect to Google Ads on Zapier Google Ads uses Oauth to authenticate your account on Zapier. Log into Google Ads to authenticate. Grant Zapier permission to access your account if prompted to. About Google Ads's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts Is a paid Google Ads plan required? Yes Custom Matched Audiences have a minimum of $50k in ad spend. View Google Ads’s plans. Are any special account permissions required? Yes Offline conversions requires a Google Click ID Offline conversions requires a “Main Account” but the “Managed Account ID” is optional Approve Zapier as a data partner. Are there usage limits? Yes 60 API requests per minute. Learn more about Google Ads’ usage limits. Are there pagination limits? Yes 10,000 rows per page. Learn more about Google Ads’ pagination limits. Do trigger samples use real data from your account or generic data? Not applicable Are custom fields supported? Yes Do update actions overwrite or append to existing data? Overwrite Is there any additional info? Yes Find additional info about using Google Ads in Zapier. Does Zapier hash data before sending it to Google Ads? Yes Zapier hashes (using SHA256) any email, phone number, first name, or last name values for the following Google Ads actions, before sending to Google Ads: Add Contact to Customer List Add a Contact to Customer List with Email Remove a Contact from Customer List Send Offline Conversion

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

https://help.zapier.com/hc/en-us/articles/8495986864781-How-to-get-started-with-Google-Ads-on-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: 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': 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: 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: You can add a Delay Action 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 instead. Simply set up your event recurring at your chosen time on a Google Calendar, then use Google Calendar "Event Start" as your Trigger.

## 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:  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':   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:  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:  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. 

https://help.zapier.com/hc/en-us/articles/8495988265741-Common-Problems-with-Schedule

There are two things you'll need to do to make SQS work with Zapier: Add a new queue in SQS (if you already use SQS you probably already have one you want to use, if not, directions are below as well). Add a new Zapier user via IAM with only permission to use SQS and give those AWS Security Credentials to Zapier. Add a New SQS Queue Navigate to SQS by clicking the icon from your AWS dashboard. Then click the "Create New Queue" button near the top left corner. A dialog will pop up. Fill it out to your liking and hit the create button. Create Security Credentials by Adding a New Zapier User to IAM To add an SQS account to Zapier, you should follow these instructions. They will walk you through setting up a user in IAM and adding that account to Zapier. Remember that you want to select SQS instead of SES where applicable.

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

https://help.zapier.com/hc/en-us/articles/8495989136013-How-to-Get-Started-With-Amazon-SQS

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

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

https://help.zapier.com/hc/en-us/articles/8495991297933-How-to-Get-Started-with-IMAP-on-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 to avoid making people open their jenkins server up. Setup the Plugin In Jenkins, navigate to the plugins panel: Locate the Notification Plugin and check the checkbox to install it! Install the plugin and restart jenkins Now create a new job or modify an existing job, you'll see an option to add an endpoint: Setup a Zap Create a new Zap using Jenkins as the trigger (in this example we'll push to Slack). Copy the webhook URL from step 2 to a notification endpoint by creating a new notification endpoint in jenkins. Map your fields to the action in step 5. (for fun you may also set the bot icon URL) Run a single build, load the samples in step 6 and test the zap to see the output in your action side service. 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.

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:  Locate the Notification Plugin and check the checkbox to install it!  Install the plugin and restart jenkins  Now create a new job or modify an existing job, you'll see an option to add an endpoint:  ## Setup a Zap Create a new Zap using Jenkins as the trigger (in this example we'll push to Slack).  Copy the webhook URL from step 2 to a notification endpoint by creating a new notification endpoint in jenkins.  Map your fields to the action in step 5.  (for fun you may also set the bot icon URL)  Run a single build, load the samples in step 6 and test the zap to see the output in your action side service.  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.

https://help.zapier.com/hc/en-us/articles/8495991921677-How-to-Get-Started-with-Jenkins

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). 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. Setting up the Typeform Integration When you start creating a Typeform Zap, you will be asked to connect your Typeform account. You’ll now be asked to log into your Typeform account (unless you are already logged in). Next you will be asked to let Zapier have access to your Typeform account by clicking "Accept". If all steps were successful your Typeform account will now be successfully connected.

## 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.  You’ll now be asked to log into your Typeform account (unless you are already logged in).  Next you will be asked to let Zapier have access to your Typeform account by clicking "Accept".  If all steps were successful your Typeform account will now be successfully connected. 

https://help.zapier.com/hc/en-us/articles/8495992982029-How-to-Get-Started-with-Typeform

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 and making sure the "Send chat transcripts automatically" checkbox is checked.

## 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.

https://help.zapier.com/hc/en-us/articles/8495999605645-Common-Problems-with-Olark

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. 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. 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. 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 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 Using Zapier's App Home in Slack Use Slack Workflow Builder with Zapier Working with Message Attachments in Slack Common Problems with Slack

## 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) |

https://help.zapier.com/hc/en-us/articles/8495993391629-How-to-get-started-with-Slack-on-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. 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>: 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.

## 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.  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>`:  ## 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://help.zapier.com/hc/en-us/articles/8495994528269-Common-Problems-with-OneNote

Zapier Apps Apps on Zapier Updated April 11, 2024 09:06 Connect to Google Sheets on Zapier Google Sheets uses OAuth to authenticate your account on Zapier. Log into Google Sheets to authenticate. Grant Zapier permission to access your account if prompted to. About Google Sheets's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Google Sheets plan required? No Are any special account permissions required? Yes For trigger and search actions, you need at least of view permission. For create and update actions, you must have editor permissions. If your company uses Google Suite, you will need third-party app access. Are there usage limits? Yes 6,000 read requests per minute per user 1,800 read requests per minute per user. Learn more about usage limits. 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? Overwrite existing data Is there any additional info? Yes Each sheet has a limit of: 50,000 characters per cell. 5,000,000 cells in a sheet. 100,000 rows. Work with Google Sheets in Zaps Finding and Updating Rows in Google Sheets Google Sheets: triggers aren't instant Google Sheets: rows are added to the top of the sheet Google Sheets error: 400 bad request Google Sheets: values sent to the incorrect columns Google Sheets error: SSLError read operation timed out Google Sheets error: 400 bad request Google Sheets: Updated Spreadsheet Row trigger isn't working Google Sheets: Spreadsheet doesn't appear in the dropdown menu Google Sheets error: cannot pass range or requested writing within range Google Sheets: Zap is triggering on rows in a sheet on another Team Drive Google Sheets: format of data changes when added to my spreadsheet Google Sheets: Zap is creating duplicate rows Google Sheets results in rows with mixed values or overwriting each other Google Sheets error: Invalid query parameter value for grid_id Google Sheets: data sent by Zap appears as #ERROR in sheet Google Sheets: fields have gone missing in the Zap editor Google Sheets: Updated spreadsheet or worksheet name not reflected in Zap editor Google Sheets: Spreadsheet doesn't appear in the dropdown menu Zapier Early Access Get access to tomorrow’s no-code automation products and features today. By opting-in to our current and future pre-release products, you’ll work directly with the Zapier product team and join a dedicated community of automation enthusiasts. Learn more about Zapier Early Access Contact Support Get help from Zapier Support. Contact Support Visit Community Find answers and inspiration. Visit Community Hire an Expert Leverage professionals across the globe ready to help. Hire an Expert Zapier Learn Take courses designed to help you become a better Zapier user. Zapier Learn

1. [Zapier](https://help.zapier.com/hc/en-us) 2. [Apps](https://help.zapier.com/hc/en-us/categories/8495901804429-Apps) 3. [Apps on Zapier](https://help.zapier.com/hc/en-us/sections/8495873920397-Apps-on-Zapier) Updated April 11, 2024 09:06 ## Connect to Google Sheets on Zapier Google Sheets uses OAuth to authenticate your account on Zapier. * Log into Google Sheets to authenticate. * Grant Zapier permission to access your account if prompted to. ## About Google Sheets's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Google Sheets plan required? | No | | | Are any special account permissions required? | Yes | * For trigger and search actions, you need at least of view permission.<br>* For create and update actions, you must have editor permissions.<br>* If your company uses Google Suite, you will need [third-party app access](https://support.google.com/a/answer/6105699?hl=en). | | Are there usage limits? | Yes | * 6,000 read requests per minute per user<br>* 1,800 read requests per minute per user.<br><br>Learn more about [usage limits](https://developers.google.com/sheets/api/limits). | | 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? | Overwrite existing data | | | Is there any additional info? | Yes | * Each sheet has a limit of:<br> * 50,000 characters per cell.<br> * 5,000,000 cells in a sheet.<br> * 100,000 rows.<br>* [Work with Google Sheets in Zaps](https://help.zapier.com/hc/en-us/articles/8496276985101)<br>* [Finding and Updating Rows in Google Sheets](https://help.zapier.com/hc/en-us/articles/8495978803213)<br>* [Google Sheets: triggers aren't instant](https://help.zapier.com/hc/en-us/articles/21612033911437)<br>* [Google Sheets: rows are added to the top of the sheet](https://help.zapier.com/hc/en-us/articles/21636990300813)<br>* [Google Sheets error: 400 bad request](https://help.zapier.com/hc/en-us/articles/21637520631949)<br>* [Google Sheets: values sent to the incorrect columns](https://help.zapier.com/hc/en-us/articles/21637256849677)<br>* [Google Sheets error: SSLError read operation timed out](https://help.zapier.com/hc/en-us/articles/21637390618765)<br>* [Google Sheets error: 400 bad request](https://help.zapier.com/hc/en-us/articles/21637520631949)<br>* [Google Sheets: Updated Spreadsheet Row trigger isn't working](https://help.zapier.com/hc/en-us/articles/21613393344397)<br>* [Google Sheets: Spreadsheet doesn't appear in the dropdown menu](https://help.zapier.com/hc/en-us/articles/21816541058061)<br>* [Google Sheets error: cannot pass range or requested writing within range](https://help.zapier.com/hc/en-us/articles/21745800024077)<br>* [Google Sheets: Zap is triggering on rows in a sheet on another Team Drive](https://help.zapier.com/hc/en-us/articles/21613796877325)<br>* [Google Sheets: format of data changes when added to my spreadsheet](https://help.zapier.com/hc/en-us/articles/21636787677069)<br>* [Google Sheets: Zap is creating duplicate rows](https://help.zapier.com/hc/en-us/articles/21637060333325)<br>* [Google Sheets results in rows with mixed values or overwriting each other](https://help.zapier.com/hc/en-us/articles/21637311927309)<br>* [Google Sheets error: Invalid query parameter value for grid\_id](https://help.zapier.com/hc/en-us/articles/21637778631309)<br>* [Google Sheets: data sent by Zap appears as #ERROR in sheet](https://help.zapier.com/hc/en-us/articles/21637918514445)<br>* [Google Sheets: fields have gone missing in the Zap editor](https://help.zapier.com/hc/en-us/articles/21744388020749)<br>* [Google Sheets: Updated spreadsheet or worksheet name not reflected in Zap editor](https://help.zapier.com/hc/en-us/articles/21701898623117)<br>* [Google Sheets: Spreadsheet doesn't appear in the dropdown menu](https://help.zapier.com/hc/en-us/articles/21816541058061) |  ### Zapier Early Access Get access to tomorrow’s no-code automation products and features today. By opting-in to our current and future pre-release products, you’ll work directly with the Zapier product team and join a dedicated community of automation enthusiasts. [Learn more about Zapier Early Access](https://zapier.com/early-access) * ### [Contact Support](https://zapier.com/app/get-help) Get help from Zapier Support. [Contact Support](https://zapier.com/app/get-help) * ### [Visit Community](https://community.zapier.com/) Find answers and inspiration. [Visit Community](https://community.zapier.com/) * ### [Hire an Expert](https://zapier.com/experts) Leverage professionals across the globe ready to help. [Hire an Expert](https://zapier.com/experts) * ### [Zapier Learn](https://learn.zapier.com/) Take courses designed to help you become a better Zapier user. [Zapier Learn](https://learn.zapier.com/)

https://help.zapier.com/hc/en-us/articles/8495994922509-How-to-get-started-with-Google-Sheets-on-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. 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!

## 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!

https://help.zapier.com/hc/en-us/articles/8496003142925-How-to-get-started-with-Jotform-on-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. 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. 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. Entering your New Relic API key finishes the process! Your New Relic account is now connected to 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.  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.  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.  Entering your New Relic API key finishes the process! Your New Relic account is now connected to Zapier.

https://help.zapier.com/hc/en-us/articles/8496003176717-How-to-Get-Started-with-New-Relic

To get started with Tender Support, you'll need to copy the supplied webhook URL and log in to your Scout Monitoring account. Next, click your "Accounts and Setting" menu and select "Extras". 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. Next, name your webhook, paste in the Zapier webhook URL, and click "Save". Once you've entered your webhook URL, clicked "Save", you should be good to go!

To get started with Tender Support, you'll need to copy the supplied webhook URL and log in to your Scout Monitoring account.  Next, click your "Accounts and Setting" menu and select "Extras".  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.   Next, name your webhook, paste in the Zapier webhook URL, and click "Save".  Once you've entered your webhook URL, clicked "Save", you should be good to go!

https://help.zapier.com/hc/en-us/articles/8496003488141-How-to-Get-Started-with-Tender-Support

To get started with GoToMeeting, first click to add a GoToMeeting account in your Zap. Next, you'll name this GoToMeeting account. 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. After logging in, you'll get sent back to your zap where you now have your GoToMeeting account connected!

To get started with GoToMeeting, first click to add a GoToMeeting account in your Zap.  Next, you'll name this GoToMeeting account.  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.  After logging in, you'll get sent back to your zap where you now have your GoToMeeting account connected! 

https://help.zapier.com/hc/en-us/articles/8496003783693-How-to-Get-Started-with-GoToMeeting-on-Zapier

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. Next, you'll be asked to enter your Stripe email and password. Next, select the Stripe account you'd like to connect to Zapier. 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 to create multiple outcomes from a single Stripe trigger. If all steps were successful your Stripe account will now be successfully connected.

 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.  Next, you'll be asked to enter your Stripe email and password.  Next, select the Stripe account you'd like to connect to Zapier.  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. 

https://help.zapier.com/hc/en-us/articles/8495968838541-How-to-Get-Started-With-Stripe-Legacy

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. 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 by looking at the Constant Contact help guide for this setting.

## 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.

https://help.zapier.com/hc/en-us/articles/8495970200589-Common-Problems-with-Constant-Contact

Error: Expat or Parsing This type of error can have different causes: If you just installed a plugin, it might be preventing Zapier from authenticating. Disable the plugin and try again. The type of permalink used on the WordPress installation is causing trouble. To change the permalink type: In your WordPress site, go to Settings, then click Permalinks. Click any permalink option other than "Plain" (this is the default option). Click "Save Changes". Author is the Authenticated User Rather Than Specified Author This can happen if the authenticated user does not have an appropriate role. Please review WordPress' details on Roles and Capabilities as you will need an authenticated user who at least has an Editor role to post as other authors. Error: 500 Internal Server Error or other trouble connecting In order to connect to WordPress, you must have XML-RPC functionality turned on. This is turned on by default in WordPress 3.5+. If you're having issues connecting, go to Settings > Writing > Remote Publishing and check the checkbox. You may also receive this error if your WordPress installation is secured and not publicly available. Unfortunately, the installation must be publicly accessible to work with Zapier. Also, we're unable to provide IPs to allowlist as our IPs are not static - they rotate because we use AWS. If you'd like, you should be able to allowlist a block of IPs from AWS to make this work. You would just need to make sure the list you're allowing is the us-east-1 IP range. AWS provides a list of their IP address ranges at https://ip-ranges.amazonaws.com/ip-ranges.json. You can read more about how to use those IPs here. Additionally, Zapier's calls will always include the header User-Agent: Zapier, so this may be an alternative when allowing a whole range of IPs isn't feasible. Error: (403) Forbidden Jetpack Protect (official WordPress module) will occasionally block some AWS IPs you can either allowlist the IP listed in the error, disable Protect altogether, or if try and allowlist all AWS us-east-1 IPs. You can read more about how to use those IPs here. Allowlist with Jetpack : https://jetpack.com/support/security-features/#unblock. Allowlist the xmlrpc.php file: You can find help here. You'll want to allowlist our AWS range (all the US-East IPs from here). Enable/Disable : https://jetpack.com/support/security-features/#enable Once you do that, try reconnecting your WordPress account to see if this resolves the issue. If you have a firewall enabled please double-check that it allows Zapier to connect as well. Error: XML-RPC server accepts POST requests only This error could mean that you're using the wrong Base URL in the login screen. If you're using http: try using https:. If you're using www.example.com try using it example.com. If you continue to get this error, then it's likely because the XML-RPC is being blocked on the WordPress site. It's most likely being blocked by a plugin, the hosting provider, or a security setting. To fix, try disabling a your plugins one and a time, then try reconnecting to WordPress account to see if you can isolate the problem plugin. If not, it might be a back-end change that needs to be made by your hosting provider or website developer. We recommend reaching out to them and asking them to update the XML-RPC settings for you. You can send them this link for more information: https://codex.wordpress.org/XML-RPC_Support If your provider/developer wants to allowlist access to us, you can let them know that we use Amazon's AWS products for our server infrastructure, so they'll need to allowlist their IP list from the us-east-1 region. You can find that range list here: https://ip-ranges.amazonaws.com/ip-ranges.json . You can read more about how to use those IPs here. Add a Custom Featured Image to your WordPress Post In order to take an image from a previous step (like your Trigger, for example) and add it as a featured image on your post, you have to use 2 WordPress steps. First, you use the 'Upload Media' step to add the image to your WordPress website: Then, on your 'Create Post' step you make use of the image you just uploaded, by selecting "Use a Custom Value" for the 'Featured Media' field and then using the "Attachment ID": Error: 401 Incorrect Password This may be due to using your Wordpress user login instead of your site login. To fix this: Log into Wordpress Classic Editor. Either: Set a new password. Create an application password for Zapier. Use this password to connect your account in Zapier.

## Error: Expat or Parsing This type of error can have different causes: * If you just installed a plugin, it might be preventing Zapier from authenticating. Disable the plugin and try again. * The type of permalink used on the WordPress installation is causing trouble. To change the permalink type: * In your WordPress site, go to **Settings**, then click **Permalinks**. * Click any permalink option other than "Plain" (this is the default option). * Click "Save Changes". ## Author is the Authenticated User Rather Than Specified Author This can happen if the authenticated user does not have an appropriate role. Please review WordPress' details on [Roles and Capabilities](https://codex.wordpress.org/Roles_and_Capabilities) as you will need an authenticated user who at least has an Editor role to post as other authors. ## Error: 500 Internal Server Error or other trouble connecting In order to connect to WordPress, you must have XML-RPC functionality turned on. This is turned on by default in WordPress 3.5+. If you're having issues connecting, go to Settings > Writing > Remote Publishing and check the checkbox. You may also receive this error if your WordPress installation is secured and not publicly available. Unfortunately, the installation must be publicly accessible to work with Zapier. Also, we're unable to provide IPs to allowlist as our IPs are not static - they rotate because we use AWS. If you'd like, you should be able to allowlist a block of IPs from AWS to make this work. You would just need to make sure the list you're allowing is the us-east-1 IP range. AWS provides a list of their IP address ranges at [https://ip-ranges.amazonaws.com/ip-ranges.json](https://ip-ranges.amazonaws.com/ip-ranges.json). You can read more about how to use those IPs [here](https://zapier.com/help/firewalls-and-ip-restrictions/#how-do-these-ips-translate-into-ranges). Additionally, Zapier's calls will always include the header `User-Agent: Zapier`, so this may be an alternative when allowing a whole range of IPs isn't feasible. ## Error: (403) Forbidden Jetpack Protect (official WordPress module) will occasionally block some AWS IPs you can either allowlist the IP listed in the error, disable Protect altogether, or if try and allowlist all [AWS us-east-1 IPs](https://docs.aws.amazon.com/general/latest/gr/aws-ip-ranges.html). You can read more about how to use those IPs [here](https://zapier.com/help/firewalls-and-ip-restrictions/#how-do-these-ips-translate-into-ranges). * **Allowlist with Jetpack** : [https://jetpack.com/support/security-features/#unblock](https://jetpack.com/support/security-features/#unblock). * **Allowlist the xmlrpc.php file**: You can find [help here](https://wordpress.org/support/topic/allow-xmlrpcphp/). You'll want to allowlist our AWS range (all the US-East IPs from [here](https://docs.aws.amazon.com/general/latest/gr/aws-ip-ranges.html)). * **Enable/Disable** : [https://jetpack.com/support/security-features/#enable](https://jetpack.com/support/security-features/#enable) Once you do that, try [reconnecting your WordPress account](https://zapier.com/app/settings/authorizations) to see if this resolves the issue. If you have a firewall enabled please double-check that it allows Zapier to connect as well. ## Error: XML-RPC server accepts POST requests only This error could mean that you're using the wrong Base URL in the login screen. If you're using `http:` try using `https:`. If you're using `www.example.com` try using it `example.com`. If you continue to get this error, then it's likely because the XML-RPC is being blocked on the WordPress site. It's most likely being blocked by a plugin, the hosting provider, or a security setting. To fix, try disabling a your plugins one and a time, then try reconnecting to WordPress account to see if you can isolate the problem plugin. If not, it might be a back-end change that needs to be made by your hosting provider or website developer. We recommend reaching out to them and asking them to update the XML-RPC settings for you. You can send them this link for more information: [https://codex.wordpress.org/XML-RPC\_Support](https://codex.wordpress.org/XML-RPC_Support) If your provider/developer wants to allowlist access to us, you can let them know that we use Amazon's AWS products for our server infrastructure, so they'll need to allowlist their IP list from the us-east-1 region. You can find that range list here: [https://ip-ranges.amazonaws.com/ip-ranges.json](https://ip-ranges.amazonaws.com/ip-ranges.json) . You can read more about how to use those IPs [here](https://zapier.com/help/firewalls-and-ip-restrictions/#how-do-these-ips-translate-into-ranges). ## Add a Custom Featured Image to your WordPress Post In order to take an image from a previous step (like your Trigger, for example) and add it as a featured image on your post, you have to use 2 WordPress steps. First, you use the 'Upload Media' step to add the image to your WordPress website:  Then, on your 'Create Post' step you make use of the image you just uploaded, by selecting "Use a Custom Value" for the 'Featured Media' field and then using the "Attachment ID":  ## Error: 401 Incorrect Password  This may be due to using your Wordpress user login instead of your site login. To fix this: 1. Log into [Wordpress Classic Editor](https://wordpress.com/support/classic-editor-guide/):). 2. Either: 1. Set a new password. 2. Create an application password for Zapier. Use this password to connect your account in Zapier.

https://help.zapier.com/hc/en-us/articles/8495969550989-Common-Problems-with-WordPress

Zapier is missing some incoming SMS messages When your Zap runs (either every 5 or 15 minutes, depending on your plan), Zapier is only able to see the last 50 messages. If you receive more than 50 messages between cycles, the Zap would miss all but the last 50 messages received since the last time the Zap ran. Can I use MMS? Zapier supports MMS for the 'Send SMS' action, but not for SMS triggers. To take advantage of that action, you'll need a direct link to the file so you can insert it under the 'Media URL' field in your zap. Is there a limit to the media that can be sent via MMS? Yes, there is. Media may include up to forty seconds of video, audio, one image, or a slideshow of multiple images. My call isn't being forwarded The Send Digits field is a string of numbers that are dialed after the call is connected, but it does not forward the call to a new number. It is meant more to respond to menu options, like "push 1 to talk to sales". We don't currently support forwarding a call via Twilio, but if you email us we'll add your vote to the feature request. I’m Seeing an Error That Says the Phone Number Is Not a Valid Mobile Number We normally see this error if a landline phone number has been used instead of mobile phone number. Double-check the number being sent to Twilio to see if that could be the case here. I’m Seeing an Error That Says the Phone Number Is Invalid If you're running into this error, it's likely that the phone number supplied is in a format that Twilio isn’t expecting. Twilio expects Phone numbers to be in E.164 format, beginning with ‘+’. Read Twilio’s guide on the accepted E.164 format here. I'm Seeing an "The 'From' number is not a valid phone number, shortcode, or alphanumeric sender ID" Error The first thing to check here is that the Alphanumeric SenderID is enabled in Twilio. Twilio’s guide on How to get an Alphanumeric Sender ID details how to check whether this feature has been enabled in your Twilio account. The next thing to check is whether you’re sending messages to countries that support Alphanumeric Sender IDs. The US for example does not support Alphanumeric Sender IDs. See details of International support for Alphanumeric Sender ID here If neither of the above applies then it could be that the Alphanumeric Sender ID has been blacklisted. You’ll need to reach out to Twilio’s support team to verify if this is the case. My Message Has Been Cut Short! Twilio allows for sending of up to 1600 characters but the Twilio integration will automatically truncate messages down to 160 characters. You’ll want to make sure that the "send large message" option is set to “yes” on the Zap to ensure the full message is sent.

## Zapier is missing some incoming SMS messages When your Zap runs (either every 5 or 15 minutes, depending on your plan), Zapier is only able to see the last 50 messages. If you receive more than 50 messages between cycles, the Zap would miss all but the last 50 messages received since the last time the Zap ran. ## Can I use MMS? Zapier supports MMS for the 'Send SMS' action, but not for SMS triggers. To take advantage of that action, you'll need a direct link to the file so you can insert it under the 'Media URL' field in your zap.  ## Is there a limit to the media that can be sent via MMS? Yes, there is. Media may include up to forty seconds of video, audio, one image, or a slideshow of multiple images. ## My call isn't being forwarded The `Send Digits` field is a string of numbers that are dialed after the call is connected, but it does not forward the call to a new number. It is meant more to respond to menu options, like "push 1 to talk to sales". We don't currently support forwarding a call via Twilio, but if you [email us](https://zapier.com/app/get-help) we'll add your vote to the feature request. ## I’m Seeing an Error That Says the Phone Number Is Not a Valid Mobile Number We normally see this error if a landline phone number has been used instead of mobile phone number. Double-check the number being sent to Twilio to see if that could be the case here. ## I’m Seeing an Error That Says the Phone Number Is Invalid If you're running into this error, it's likely that the phone number supplied is in a format that Twilio isn’t expecting. Twilio expects Phone numbers to be in E.164 format, beginning with ‘+’. [Read Twilio’s guide on the accepted E.164 format here](https://www.twilio.com/blog/2017/03/phone-number-verification-without-regular-expression.html). ## I'm Seeing an "The 'From' number is not a valid phone number, shortcode, or alphanumeric sender ID" Error The first thing to check here is that the Alphanumeric SenderID is enabled in Twilio. Twilio’s guide on [How to get an Alphanumeric Sender ID](https://support.twilio.com/hc/en-us/articles/223181348-Getting-Started-with-Alphanumeric-Sender-ID-for-Twilio-Programmable-SMS) details how to check whether this feature has been enabled in your Twilio account. The next thing to check is whether you’re sending messages to countries that support Alphanumeric Sender IDs. The US for example does not support Alphanumeric Sender IDs. See details of [International support for Alphanumeric Sender ID here](https://support.twilio.com/hc/en-us/articles/223133767-International-support-for-Alphanumeric-Sender-ID) If neither of the above applies then it could be that the Alphanumeric Sender ID has been blacklisted. You’ll need to reach out to [Twilio’s support team](https://support.twilio.com/hc/en-us) to verify if this is the case. ## My Message Has Been Cut Short! Twilio allows for sending of up to 1600 characters but the Twilio integration will automatically truncate messages down to 160 characters. You’ll want to make sure that the "send large message" option is set to “yes” on the Zap to ensure the full message is sent.

https://help.zapier.com/hc/en-us/articles/8495969317005-Common-Problems-with-Twilio

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. You’ll now be asked to log into your GoToWebinar account (unless you are already logged in). If all steps were successful your GoToWebinar account will now be successfully connected.

## 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.  You’ll now be asked to log into your GoToWebinar account (unless you are already logged in).  If all steps were successful your GoToWebinar account will now be successfully connected. 

https://help.zapier.com/hc/en-us/articles/8495971581965-How-to-Get-Started-with-GoToWebinar

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.

## 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.

https://help.zapier.com/hc/en-us/articles/8495973803149-Common-Problems-with-DocuSign-on-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 When you start creating a Follow Up Boss Zap, you will be asked to connect your Follow Up Boss account. Next, you'll be asked for your Follow Up Boss API Key. To find your API Key, you'll first want to log into your account and head to "Admin", followed by "API". 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!

## 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.  Next, you'll be asked for your Follow Up Boss API Key.  To find your API Key, you'll first want to log into your account and head to "Admin", followed by "API".  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! 

https://help.zapier.com/hc/en-us/articles/8495975567501-How-to-Get-Started-with-Follow-Up-Boss

Error: Invalid Campaign ID Make sure you’re using the Campaign ID and not the Campaign Name in this field here: You can find the ID by opening up the campaign in Pardot. With that open, take a look at the URL. You’ll see something that looks like this: https://pi.pardot.com/campaign/read/id/811 The ID would be the number at the end, so in this 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 You’ll need to upgrade your user’s role to Admin, then reconnect the account to Zapier and try again.

## Error: Invalid Campaign ID Make sure you’re using the Campaign ID and not the Campaign Name in this field here:  You can find the ID by opening up the campaign in Pardot. With that open, take a look at the URL. You’ll see something that looks like this: `https://pi.pardot.com/campaign/read/id/811` The ID would be the number at the end, so in this 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)  You’ll need to upgrade your user’s role to Admin, then reconnect the account to Zapier and try again.

https://help.zapier.com/hc/en-us/articles/8495975707277-Common-Problems-With-Pardot

I Can't Connect My Account First, make sure you can properly log into https://outlook.office365.com/. Usually, that means you must have an Office 365 Business or Office 365 Enterprise account in order to use Zapier. You won't be able to connect to a personal or education account. These accounts do not work: Outlook.com accounts. Office Home accounts. Live.com or other personal Microsoft accounts. If you're getting and error that says The user or administrator has not consented to use the application with ID 'XXXXX', this means that your Microsoft account doesn't have the right permissions to connect to Zapier. You'll need to have your Office 365 administrator grant you access to connect to third parties. My Zaps Keep Getting Turned Off Microsoft automatically expires their refresh token (what we use to connect to them) if any of the following occur: You change or reset your password You don't use the token for 14 days It's been 90 days Unfortunately, there is no way around these limitations. When your token expires, you will need to reconnect your account to Zapier. You can do that by going to the Connected Accounts page and clicking the reconnect button next to Office365, then typing in your credentials. I’m Seeing a “Cannot Read Property 'value' of Undefined” Error When we create an event in Microsoft Office 365 we use the timezone settings in your Zapier account to determine what timezone to send to Microsoft Office 365. If no timezone has been selected in your Zapier account, we won't be able to locate the corresponding timezone causing this error. Selecting a timezone within your Zapier account settings should fix this error. My Zap Isn't Finding My Contact but They're Listed as a Contact in Office 365 The “Find Contact” action will only return contacts that have been added to your "My Contacts" list. Any contacts in company shared Directories or Shared Contact groups will not be returned. If you add those contacts to your "My Contacts" list, you'll be able to search for them. My All-day Events Don’t Start and End on the Right Days This may be due to differences in timezone settings. Make sure the timezone settings are consistent across the following places: Your Zapier settings Outlook settings Your system settings - Mac Settings Otherwise, when viewing an all-day event in outlook.office.com, the event might appear to start/end one day more/less than expected. I’m Seeing a “id Is Malformed” Error When Using a Custom Value to Specify a Folder This might be caused by using a slash “/“ in the custom value field. Replacing it with a hyphen “-“ instead should get rid of that error. I’m Seeing a “you must enroll in multi-factor authentication to access” Error Message This error may be occurring if multi-factor authentication was recently added to your Microsoft Office 365 account. To fix this, try reconnecting your Microsoft Office 365 account, this should allow you to reconnect using multi-factor authentication. Once reconnected you can then attempt to replay any Tasks that had this error. All-day Events Triggering from Office 365 Are Not Showing up in My Action as Starting and Ending at Midnight, but Timezone Settings All Match! Microsoft sends all-day events specifically in UTC so some adjustments to the date/time in the action step may be necessary. If you need to do more advanced modifications or reformat a date, you can use a Formatter step. Learn how to modify dates and times with Formatter. Updated Events Aren’t Triggering My Zap The “Updated Event” trigger will ignore any events that are updated within 15 seconds of being created so it may miss quick edits carried out just after an event is added. This can also affect samples so if you’re not finding an updated event sample try creating a new event, wait 15 seconds before making an edit and then attempt to pull in a new sample.

## I Can't Connect My Account First, make sure you can properly log into [https://outlook.office365.com/](https://outlook.office365.com/). Usually, that means you must have an **Office 365 Business** or **Office 365 Enterprise** account in order to use Zapier. You won't be able to connect to a personal or education account. These accounts do _not_ work: * Outlook.com accounts. * Office Home accounts. * Live.com or other personal Microsoft accounts. If you're getting and error that says `The user or administrator has not consented to use the application with ID 'XXXXX'`, this means that your Microsoft account doesn't have the right permissions to connect to Zapier. You'll need to have your Office 365 administrator grant you access to connect to third parties. ## My Zaps Keep Getting Turned Off Microsoft automatically expires their refresh token (what we use to connect to them) if any of the following occur: * You change or reset your password * You don't use the token for 14 days * It's been 90 days Unfortunately, there is no way around these limitations. When your token expires, you will need to reconnect your account to Zapier. You can do that by going [to the Connected Accounts page](https://zapier.com/app/settings/authorizations) and clicking the reconnect button next to Office365, then typing in your credentials. ## I’m Seeing a “Cannot Read Property 'value' of Undefined” Error When we create an event in Microsoft Office 365 we use the timezone settings in your Zapier account to determine what timezone to send to Microsoft Office 365. If no timezone has been selected in your Zapier account, we won't be able to locate the corresponding timezone causing this error. Selecting a timezone within your [Zapier account settings](https://zapier.com/app/settings/profile) should fix this error. ## My Zap Isn't Finding My Contact but They're Listed as a Contact in Office 365 The “Find Contact” action will only return contacts that have been added to your "My Contacts" list. Any contacts in company shared Directories or Shared Contact groups will not be returned. If you add those contacts to your "My Contacts" list, you'll be able to search for them. ## My All-day Events Don’t Start and End on the Right Days This may be due to differences in timezone settings. Make sure the timezone settings are consistent across the following places: * [Your Zapier settings](https://zapier.com/app/settings) * [Outlook settings](https://portal.office.com/account/#settings) * Your system settings - [Mac Settings](https://cdn.zapier.com/storage/photos/d97335a558374a545e3bff1390a58549.png) Otherwise, when viewing an all-day event in outlook.office.com, the event might appear to start/end one day more/less than expected. ## I’m Seeing a “id Is Malformed” Error When Using a Custom Value to Specify a Folder This might be caused by using a slash “/“ in the custom value field. Replacing it with a hyphen “-“ instead should get rid of that error. ## I’m Seeing a “you must enroll in multi-factor authentication to access” Error Message This error may be occurring if multi-factor authentication was recently added to your Microsoft Office 365 account. To fix this, try [reconnecting](https://zapier.com/app/connections) your Microsoft Office 365 account, this should allow you to reconnect using multi-factor authentication. Once reconnected you can then attempt to [replay any Tasks](https://zapier.com/help/manage/tasks/replay-failed-tasks-in-zaps) that had this error. ## All-day Events Triggering from Office 365 Are Not Showing up in My Action as Starting and Ending at Midnight, but Timezone Settings All Match! Microsoft sends all-day events specifically in UTC so some [adjustments to the date/time](https://zapier.zendesk.com/hc/en-us/articles/8496307860109) in the action step may be necessary. If you need to do more advanced modifications or reformat a date, you can use a Formatter step. Learn how to modify dates and times with Formatter. ## Updated Events Aren’t Triggering My Zap The “Updated Event” trigger will ignore any events that are updated within 15 seconds of being created so it may miss quick edits carried out just after an event is added. This can also affect samples so if you’re not finding an updated event sample try creating a new event, wait 15 seconds before making an edit and then attempt to pull in a new sample.

https://help.zapier.com/hc/en-us/articles/8496006544397-Common-Problems-with-Office-365

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 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.

## 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.

https://help.zapier.com/hc/en-us/articles/8496007328141-Common-Problems-with-Wistia

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). 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.

## 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).  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.

https://help.zapier.com/hc/en-us/articles/8496009025037-How-to-Get-Started-with-Microsoft-Office-365-on-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. 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.

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.

https://help.zapier.com/hc/en-us/articles/8496011170061-How-to-Get-Started-With-Amazon-CloudWatch

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.

## 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.

https://help.zapier.com/hc/en-us/articles/8496012179341-Common-Problems-with-Thinkific-on-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 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. View Basecamp 3's plans. Are any special account permissions required? Yes User must have an employee or outside collaborator permission to use Zapier with Basecamp. Learn more about Basecamp 3's account 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

## 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 | |

https://help.zapier.com/hc/en-us/articles/8496012818573-How-to-Get-Started-with-Basecamp-3-on-Zapier

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

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

https://help.zapier.com/hc/en-us/articles/8496014369677-How-to-Get-Started-with-Kajabi-on-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 Connect to ClickFunnels To get started with ClickFunnels on Zapier, first you will need to click to connect your ClickFunnels account to use with your Zap You’ll now be asked to log into your ClickFunnels account (unless you are already logged in) Finally, you will be asked to give Zapier permission to access your account. Click “Authorize” to continue. If all steps were successful your ClickFunnels account will now be successfully connected.

## 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  You’ll now be asked to log into your ClickFunnels account (unless you are already logged in)  Finally, you will be asked to give Zapier permission to access your account. Click “Authorize” to continue.  If all steps were successful your ClickFunnels account will now be successfully connected. 

https://help.zapier.com/hc/en-us/articles/8496013594381-How-to-Get-Started-with-ClickFunnels-on-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. You’ll now be asked to log into your Google Slides account (unless you are already logged in). Finally, you will be asked to give Zapier permission to access your account. Click “Authorize” to continue. If all steps were successful your Google Slides account will now be successfully connected.

## How to Get Started with Google Slides on Zapier. To get started with Google Slides on Zapier, first you will need to click to connect your Google Slides account to use with your Zap.  You’ll now be asked to log into your Google Slides account (unless you are already logged in).  Finally, you will be asked to give Zapier permission to access your account. Click “Authorize” to continue.  If all steps were successful your Google Slides account will now be successfully connected. 

https://help.zapier.com/hc/en-us/articles/8496016811917-How-to-Get-Started-with-Google-Slides-on-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. You’ll now be asked to log into your Bitly account (unless you are already logged in). Finally, you will be asked to give Zapier permission to access your account. Click “Authorize Zapier (Bitly Integration) to use your account?” to continue. If all steps were successful your Bitly account will now be successfully connected.

## 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.  You’ll now be asked to log into your Bitly account (unless you are already logged in).  Finally, you will be asked to give Zapier permission to access your account. Click “Authorize Zapier (Bitly Integration) to use your account?” to continue.  If all steps were successful your Bitly account will now be successfully connected. 

https://help.zapier.com/hc/en-us/articles/8496017542157-How-to-Get-Started-with-Bitly-on-Zapier

Can't add my iFormBuilder Account If you are unsuccessful in connecting to you iFormBuilder account, you may receive the following message: 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. 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 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 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.

## Can't add my iFormBuilder Account If you are unsuccessful in connecting to you iFormBuilder account, you may receive the following message:  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.  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  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://help.zapier.com/hc/en-us/articles/8496026537613-Common-Problems-With-iFormBuilder

Use the New Outbound Message trigger with Workflow Rules Note Salesforce Workflow Rules will be retired and replaced with Salesforce Flow. There is no set date for this change yet. Learn more about upcoming changes to Workflow Rules. You can use the New Outbound Message trigger with Flow instead. The New Outbound Message trigger uses Salesforce workflows and Workflow Rules, which allow you to set the filtering criteria for when the Zap should trigger directly from Salesforce. Note To use this trigger, your Salesforce account must support Workflow Rules. To setup this trigger, please follow these steps: Create a Zap using Salesforce’s New Outbound Message trigger. This will automatically generate a webhook URL you can use when setting up the Salesforce workflow for this trigger. In Salesforce, create a new workflow rule which matches the set of conditions that will trigger the Outbound Message to be sent out. This is the set of conditions that will trigger your Zap and save the workflow. In the example below, the workflow will trigger when a lead’s status is set or updated to Closed - Converted. Add an Immediate Workflow Action by selecting New Outbound Message from the Add Workflow Action dropdown. This will bring you to the Configure Outbound Message page. Enter the Webhook URL from your Zap's Trigger field in the Endpoint URL field. Then, select the fields you want sent to your Zap. These will be the fields available to you when mapping fields to actions in your Zap. Click Save. Confirm your Outbound Message was added to Immediate Workflow Actions by clicking Done. Lastly, activate the workflow by clicking Activate. A check should appear next to the Active field. Your Zap will not work if the associated workflow isn’t activated. Learn more about creating Outbound Messages in Salesforce. After you complete these steps, you can return to setting up your Zap. When your workflow’s criteria is met, your Zap will trigger. Use the New Outbound Message trigger with Flow You can use the New Outbound Message trigger with Salesforce Flow instead of Salesforce Workflow Rules. Create a Zap using Salesforce’s New Outbound Message trigger. This will automatically generate a webhook URL you can use when setting up the Salesforce workflow for this trigger. In Salesforce, create a new Outbound Message and fill out all required fields. The webhook URL from Zapier will be the endpoint URL for the Outbound Message. Select all fields you want to send to your Zap. These will be the fields available to you when mapping fields to actions in your Zap. Then, click Save. Create a new Record-Triggered Flow. Configure the Flow Start with the conditions for when an outbound message should be sent. In the following example, the Flow will run when there is a new lead created or updated with the lead status “Closed - Converted”. Add an element to this Flow and select Action to add the Outbound Message action. Search for the Outbound Message created in step 1 and fill out the necessary fields in Salesforce. Save your Flow, then click Activate. Your Zap will not work if the associated Flow isn’t activated. After you complete these steps, you can return to setting up your Zap. When ther workflow’s criteria is met, your Zap will trigger. Use the Find Object by Query Search Tips for building a SOQL WHERE clause for your search: Confirm all fields included in your query have appropriate field accessibility and aren’t hidden. Fields names don’t have to be wrapped with quotation marks. Field values should usually be inside single quotation marks (e.g. 'John Doe'). Avoid using double quotation marks ("). WHERE clause examples: Name = 'John Doe' AND Status = 'Active' CreatedDate > 2011-04-26T10:00:00:08:00 Name LIKE 'A%' Update an object with another object To update an object with another object, you'll need to use the Update Record action. When customizing your action step, select your Salesforce Object along with Record to Update. Note If you're going to dynamically update either or both of these fields each time the Zap runs, you'll need to use a custom value. If you can't find a field that exists within your object, try using the Create Object action instead. You can also view or modify your objects and relationships within Salesforce by using the Schema Builder. Select more than one value from the dropdown field If you have a multi-select pick list field in Salesforce then you can select multiple items by using semicolon character ; between them. Alternatively if you're passing data from a previous step, you can use Formatter to create a string with ; as the separator. Create a link to your Salesforce objects If you're trying to create a direct link to a specific record, you must include your prefix from your Salesforce domain to the respective object ID.

## Use the New Outbound Message trigger with Workflow Rules  Note Salesforce Workflow Rules will be retired and replaced with Salesforce Flow. There is no set date for this change yet. Learn more about upcoming [changes to Workflow Rules](https://admin.salesforce.com/blog/2021/go-with-the-flow-whats-happening-with-workflow-rules-and-process-builder). You can use the [New Outbound Message trigger with Flow](#using-the-new-outbound-message-trigger-with-flow) instead. The New Outbound Message trigger uses Salesforce [workflows](https://help.salesforce.com/articleView?id=customize_wf.htm&type=5) and [Workflow Rules](https://help.salesforce.com/articleView?id=workflow_rules_new.htm&type=5), which allow you to set the filtering criteria for when the Zap should trigger directly from Salesforce.  Note To use this trigger, your Salesforce account must support Workflow Rules. To setup this trigger, please follow these steps: 1. Create a Zap using Salesforce’s New Outbound Message trigger. This will automatically generate a webhook URL you can use when setting up the Salesforce workflow for this trigger.  2. In Salesforce, create a new [workflow rule](https://help.salesforce.com/articleView?id=workflow_rules_new.htm&type=5) which matches the set of conditions that will trigger the Outbound Message to be sent out. This is the set of conditions that will trigger your Zap and save the workflow. In the example below, the workflow will trigger when a lead’s status is set or updated to Closed - Converted.  3. Add an Immediate Workflow Action by selecting New Outbound Message from the Add Workflow Action dropdown.  4. This will bring you to the _Configure Outbound Message_ page. Enter the **Webhook URL** from your Zap's Trigger field in the Endpoint URL field. Then, select the fields you want sent to your Zap. These will be the fields available to you when mapping fields to actions in your Zap. Click **Save**.  5. Confirm your Outbound Message was added to Immediate Workflow Actions by clicking **Done**.  6. Lastly, activate the workflow by clicking **Activate**. A check should appear next to the Active field. Your Zap will not work if the associated workflow isn’t activated.  Learn more about [creating Outbound Messages in Salesforce](https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_om_outboundmessaging_setting_up.htm?utm_source=zapier.com&utm_medium=referral&utm_campaign=zapier). After you complete these steps, you can return to setting up your Zap. When your workflow’s criteria is met, your Zap will trigger. ## Use the New Outbound Message trigger with Flow You can use the New Outbound Message trigger with Salesforce Flow instead of Salesforce Workflow Rules. 1. Create a Zap using Salesforce’s New Outbound Message trigger. This will automatically generate a webhook URL you can use when setting up the Salesforce workflow for this trigger.  2. In Salesforce, create a new [Outbound Message](https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_om_outboundmessaging_setting_up.htm) and fill out all required fields. The webhook URL from Zapier will be the endpoint URL for the Outbound Message. Select all fields you want to send to your Zap. These will be the fields available to you when [mapping fields](https://help.zapier.com/hc/en-us/articles/8496343026701) to actions in your Zap. Then, click **Save**.  3. Create a new [Record-Triggered Flow](https://help.salesforce.com/s/articleView?id=sf.flow_build.htm&type=5).  4. Configure the Flow Start with the conditions for when an outbound message should be sent. In the following example, the Flow will run when there is a new lead created or updated with the lead status “Closed - Converted”.  5. Add an element to this Flow and select Action to add the Outbound Message action. 6. Search for the Outbound Message created in step 1 and fill out the necessary fields in Salesforce.  7. Save your Flow, then click **Activate**. Your Zap will not work if the associated Flow isn’t activated.  After you complete these steps, you can return to setting up your Zap. When ther workflow’s criteria is met, your Zap will trigger. ## Use the Find Object by Query Search Tips for building a SOQL [WHERE clause](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select_conditionexpression.htm) for your search: * Confirm all fields included in your query have appropriate [field accessibility](https://help.salesforce.com/articleView?id=checking_field_accessibility_for_a_particular_field.htm&type=5) and aren’t hidden. * Fields names don’t have to be wrapped with quotation marks. * Field values should usually be inside single quotation marks (e.g. 'John Doe'). * Avoid using double quotation marks (`"`). WHERE clause examples: * `Name = 'John Doe' AND Status = 'Active'` * `CreatedDate > 2011-04-26T10:00:00:08:00` * `Name LIKE 'A%'` ## Update an object with another object To update an object with another object, you'll need to use the Update Record action. When customizing your action step, select your Salesforce Object along with Record to Update.  Note * If you're going to dynamically update either or both of these fields each time the Zap runs, you'll need to use a [custom value](https://help.zapier.com/hc/en-us/articles/8496241696141). * If you can't find a field that exists within your object, try using the Create Object action instead. * You can also view or modify your objects and relationships within Salesforce by using the [Schema Builder](https://help.salesforce.com/articleView?id=schema_builder.htm&type=5). ## Select more than one value from the dropdown field If you have a multi-select pick list field in Salesforce then you can select multiple items by using semicolon character `;` between them. Alternatively if you're passing data from a previous step, you can use [Formatter](https://help.zapier.com/hc/en-us/articles/8496304469261) to create a string with `;` as the separator. ## Create a link to your Salesforce objects If you're trying to create a direct link to a specific record, you must include your prefix from your Salesforce domain to the respective object ID.

https://help.zapier.com/hc/en-us/articles/8496020846605-Tips-and-tricks-with-Salesforce-triggers-and-actions

When you start creating a JustClick Zap, you will be asked to connect your JustClick account. Next, you'll be asked to enter your JustClick API key. To locate your API Key in your JustClick account, please follow these steps: Log into your JustClick account. Сlick on the "Integration and API" link in the bottom navigation menu. Copy the API key to your clipboard Paste your key back into your Zapier account and then “Continue.” If all steps were successful your JustClick account will now be successfully connected.

When you start creating a JustClick Zap, you will be asked to connect your JustClick account.  Next, you'll be asked to enter your JustClick API key.  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  Paste your key back into your Zapier account and then “Continue.” If all steps were successful your JustClick account will now be successfully connected. 

https://help.zapier.com/hc/en-us/articles/8496037658253-How-to-Get-Started-with-JustClick-on-Zapier

New Contact Activity is triggering on the same contact activity Because of how the funnel flow mechanism inside ClickFunnels functions, every time a contact moves to a new step in your funnel, it will fire your Zap. To prevent this, make sure to specify the exact funnel step in the trigger setup. Contact activity from the wrong funnel is triggering my zap Try reselecting both the Funnel and the Funnel Step. It's likely that you have the same funnel step names across multiple funnels, and the wrong one is selected. Because we send IDs and not Funnel Step names to ClickFunnels, it may be that you selected the wrong one. I'm not seeing my Funnel in the drop-down list of Funnels If you have more than 300 funnels in your ClickFunnels account, you will need to use a custom value and the Funnel ID from ClickFunnels in your Trigger step. You can find the ID of your funnel page in the ClickFunnels' URL: In the example above, the Funnel ID is 2962166. It is the number in the URL that follows app.clickfunnels.com/funnels/ Once you copy that ID, in your Zap: Click the Funnel field. In the dropdown menu, select the Custom tab. Paste the Funnel ID in the Funnel input box. Select the appropriate Funnel Step. Funnel steps associated with the selected Funnel will be automatically populated. Click Continue. Test the Zap to make sure that the correct information is coming through. I'm using the "New Successful Purchase" trigger and new purchases aren't triggering my Zap? Please make sure sure that the funnel step chosen in the Zap is the 'Order Page' from the funnel. If the subsequent steps in the funnel, which is often an 'Order Confirmation Page' like "thanks for your purchase" or similar, is selected, that won't work. The actual successful purchase was not on that funnel step! My Custom Field is not coming through for Contact Activity trigger? Please make sure that a field name is assigned for the custom field. If doing that still doesn't help, please make sure the "Custom Type" was not left as the default inside ClickFunnels: Once the field name is added and the Custom Type field is customized, try to pull in a new sample and the custom field will showing up. The Amount field sends the value in cents but my action step accepts the value in dollars? To work around this, please add a Formatter step to divide the amount by 100: I have a different problem/error If you're getting any of the following issues: Why is Zapier pulling information from all my funnels instead of the one I selected? Why are failed payments being sent to Zapier as a successful order? Why are duplicate contacts being created when someone orders or opts in? The ClickFunnel's team has created this handy guide for these issues. Please refer to this page for more info: https://help.clickfunnels.com/hc/en-us/articles/360006579714-Troubleshooting-your-Zapier-ClickFunnels-Integration

## New Contact Activity is triggering on the same contact activity Because of how the funnel flow mechanism inside ClickFunnels functions, every time a contact moves to a new step in your funnel, it will fire your Zap. To prevent this, make sure to specify the exact funnel step in the trigger setup. ## Contact activity from the wrong funnel is triggering my zap Try reselecting both the Funnel and the Funnel Step. It's likely that you have the same funnel step names across multiple funnels, and the wrong one is selected. Because we send IDs and not Funnel Step names to ClickFunnels, it may be that you selected the wrong one. ## I'm not seeing my Funnel in the drop-down list of Funnels If you have more than 300 funnels in your ClickFunnels account, you will need to use a custom value and the Funnel ID from ClickFunnels in your Trigger step. You can find the ID of your funnel page in the ClickFunnels' URL:  In the example above, the Funnel ID is 2962166. It is the number in the URL that follows `app.clickfunnels.com/funnels/` Once you copy that ID, in your Zap: 1. Click the **Funnel** field. 2. In the dropdown menu, select the **Custom** tab. 3. Paste the Funnel ID in the **Funnel** input box. 4. Select the appropriate **Funnel Step**. Funnel steps associated with the selected Funnel will be automatically populated. 5. Click **Continue**. 6. Test the Zap to make sure that the correct information is coming through. ## I'm using the "New Successful Purchase" trigger and new purchases aren't triggering my Zap? Please make sure sure that the funnel step chosen in the Zap is the 'Order Page' from the funnel. If the subsequent steps in the funnel, which is often an 'Order Confirmation Page' like "thanks for your purchase" or similar, is selected, that won't work. The actual successful purchase was not on that funnel step! ## My Custom Field is not coming through for Contact Activity trigger? Please make sure that a field name is assigned for the custom field. If doing that still doesn't help, please make sure the "Custom Type" was not left as the default inside ClickFunnels:  Once the field name is added and the Custom Type field is customized, try to pull in a new sample and the custom field will showing up. ## The Amount field sends the value in cents but my action step accepts the value in dollars? To work around this, please add [a Formatter step](https://zapier.com/help/create/format/get-started-with-formatterr) to divide the amount by 100:  ## I have a different problem/error If you're getting any of the following issues: * Why is Zapier pulling information from all my funnels instead of the one I selected? * Why are failed payments being sent to Zapier as a successful order? * Why are duplicate contacts being created when someone orders or opts in? The ClickFunnel's team has created this handy guide for these issues. Please refer to this page for more info: [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)

https://help.zapier.com/hc/en-us/articles/8496030594189-Common-Problems-with-ClickFunnels-on-Zapier

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

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

https://help.zapier.com/hc/en-us/articles/8496031958925-How-to-Get-Started-with-Spotify-on-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.

## 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.

https://help.zapier.com/hc/en-us/articles/8496039565709-Common-Problems-with-Klaviyo

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

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

https://help.zapier.com/hc/en-us/articles/8496034283533-How-to-Get-Started-with-Microsoft-To-Do-on-Zapier

How to work with dates in Notion Notion uses a specific date format called ISO 8601, which includes the: Year. Month. Date. It can also optionally include: Time. Timezone offset. When you use a Notion date field in Zapier, Zapier will try to convert your provided date to this format. However, if you are inputting a date, time, and timezone into a date field, Zapier recommends using Formatter to modify the date format. How Zapier settings can affect dates If you do not have a timezone set in your Zapier account or within your Zap, Zapier will automatically set the timezone as UTC for any data that interacts with a date field. To avoid any confusion, Zapier recommends setting the timezone in either your Zapier account or Zap to match the timezone you set up in your Notion account. This will ensure your dates are read correctly and a timezone offset will automatically be applied when interacting with a date field. Search for a database item by a date field When searching for a database item by a date field using the Find Database Item action, Zapier expects to read the time and timezone associated with a date, based on your Zapier account. This can have unintended consequences when searching for a date only. To override Zapier’s default time and timezone setting for Notion date fields, you can add the time format T00:00-0000 to the date field you are searching. This represents 12:00am in UTC and ensures that only the date is considered in the search. My databases are not listed in the dropdown menu If you're having trouble listing your database in your Zap, try these steps: Check that Zapier has permission to access your database in Notion. If the database you're looking for is a subpage, un-nest it, and temporarily make it a page. After the Zap finds it, you can change it back to a subpage. Create a new app account connection to Notion. After trying these steps, you should be able to refresh your fields and view your database in your Zap. When creating a database item, I’m getting an error about an invalid option If your database contains a column that is either a "Select" or "Multi-select" property type, you can only add options that match what you have in Notion. To add additional options, you must first add them in Notion. I can't see all fields in my Zap Not all Notion property types are supported in Zapier. The following property types are not supported: Files and media Formulas Relations Rollups Status These property types will not appear in your triggers or actions. My Zap is triggering too much If you find your Zap is triggering too frequently, you can add a filter to run only for certain conditions of your database. This will prevent your Zap from running on every change made to your database, ensuring actions get performed only on the items you want. I'm not seeing content appear in my Zap When using either the New Database Item trigger or Find Database Item action, it’s not expected behavior that your Zaps will show you data from your content block. Let us know in this Community thread if you want to be notified when this is available. My Zap doesn’t trigger from updates made to my content When using the New Database Item trigger, it’s not expected behavior that your Zaps will trigger if you make updates to your content block. Let us know in this Community thread if you want to be notified when this is available. Unexpected error: !DOCTYPE html This means Zapier has had temporary trouble communicating with Notion’s servers. App servers can be unavailable for short periods of time. To fix this: Waiting for a few minutes. This type of error usually resolves itself. You can also check Notion’s status page to see if the app has an outage that could affect your Zap. Replay failed Zap runs. I gave Zapier full access to all of my pages, but new pages don’t appear If you create new pages after connecting to your Notion account and want to interact with them in your Zaps, you'll need to grant Zapier permission in your Notion account. This is because Notion’s API requires you to specify permissions for each page that Zapier can access. Can't find what you're looking for? Try searching in Community, as someone else may have already asked your question. Post your question in the Community: If you’re looking for help with a specific task, ask in Get Help. If you’re looking for troubleshooting advice, ask in Troubleshooting.

## How to work with dates in Notion Notion uses a specific date format called [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601), which includes the: * Year. * Month. * Date. It can also optionally include: * Time. * Timezone offset.  When you use a Notion [date](https://www.notion.so/help/database-properties) field in Zapier, Zapier will try to convert your provided date to this format. However, if you are inputting a date, time, and timezone into a date field, Zapier recommends using Formatter to [modify the date format](https://help.zapier.com/hc/en-us/articles/8496257974029). ### How Zapier settings can affect dates  If you do not have a [timezone set in your Zapier account](https://help.zapier.com/hc/en-us/articles/8496294243981-Manage-your-Zapier-account-profile) or [within your Zap](https://help.zapier.com/hc/en-us/articles/8496309697421-Create-Zaps#h_01HB9RNKSB0KB4WAWE6QTQ6XMR), Zapier will automatically set the timezone as UTC for any data that interacts with a date field.  To avoid any confusion, Zapier recommends setting the timezone in either your Zapier account or Zap to match the timezone you set up in your Notion account. This will ensure your dates are read correctly and a timezone offset will automatically be applied when interacting with a date field. ### Search for a database item by a date field When searching for a database item by a date field using the Find Database Item action, Zapier expects to read the time and timezone associated with a date, based on your Zapier account. This can have unintended consequences when searching for a date only.  To override Zapier’s default time and timezone setting for Notion date fields, you can add the time format `T00:00-0000` to the date field you are searching. This represents 12:00am in [UTC](https://en.wikipedia.org/wiki/Coordinated_Universal_Time) and ensures that only the date is considered in the search.  ## My databases are not listed in the dropdown menu If you're having trouble listing your database in your Zap, try these steps: * Check that Zapier has [permission to access your database in Notion](https://www.notion.so/help/add-and-manage-connections-with-the-api). * If the database you're looking for is a subpage, [un-nest it](https://www.notion.so/help/create-a-subpage#rearrange-your-page-structure), and temporarily make it a page. After the Zap finds it, you can change it back to a subpage. * [Create a new app account connection](https://help.zapier.com/hc/en-us/articles/8496258785421) to Notion. After trying these steps, you should be able to refresh your fields and view your database in your Zap. ## When creating a database item, I’m getting an error about an invalid option If your database contains a column that is either a "Select" or "Multi-select" [property type](https://www.notion.so/help/database-properties), you can only add options that match what you have in Notion. To add additional options, you must first add them in Notion. ## I can't see all fields in my Zap Not all Notion [property types](https://www.notion.so/help/database-properties) are supported in Zapier. The following property types are not supported: * Files and media * Formulas * Relations * Rollups * Status These property types will not appear in your triggers or actions. ## My Zap is triggering too much If you find your Zap is triggering too frequently, you can add a filter to run only for [certain conditions](https://help.zapier.com/hc/en-us/articles/8496180919949) of your database. This will prevent your Zap from running on every change made to your database, ensuring actions get performed only on the items you want. ## I'm not seeing content appear in my Zap When using either the _New Database Item_ trigger or _Find Database Item_ action, it’s not expected behavior that your Zaps will show you data from your content block. Let us know in [this Community thread](https://community.zapier.com/how-do-i-3/notion-new-item-in-database-trigger-doesn-t-include-content-of-the-page-15781) if you want to be notified when this is available. ## My Zap doesn’t trigger from updates made to my content  When using the _New Database Item_ trigger, it’s not expected behavior that your Zaps will trigger if you make updates to your content block. Let us know in [this Community thread](https://community.zapier.com/troubleshooting-99/updating-an-item-in-notion-seems-to-ignore-the-content-field-10597) if you want to be notified when this is available. ## Unexpected error: !DOCTYPE html This means Zapier has had temporary trouble communicating with Notion’s servers. App servers can be unavailable for short periods of time. To fix this: * Waiting for a few minutes. This type of error usually resolves itself. You can also check [Notion’s status page](https://status.notion.so/) to see if the app has an outage that could affect your Zap. * [Replay failed Zap runs](https://help.zapier.com/hc/en-us/articles/8496241726989). ## I gave Zapier full access to all of my pages, but new pages don’t appear If you create new pages after connecting to your Notion account and want to interact with them in your Zaps, you'll need to [grant Zapier permission in your Notion account](https://www.notion.so/help/add-and-manage-connections-with-the-api). This is because Notion’s API requires you to specify permissions for each page that Zapier can access.  Can't find what you're looking for? * Try [searching in Community](https://community.zapier.com/search?q=notion&category=Get%20Help), as someone else may have already asked your question. * Post your question in the Community: * If you’re looking for help with a specific task, ask in [Get Help](https://community.zapier.com/how-do-i-3). * If you’re looking for troubleshooting advice, ask in [Troubleshooting](https://community.zapier.com/troubleshooting-99).

https://help.zapier.com/hc/en-us/articles/8496040151821-Common-problems-with-Notion-on-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. To locate your API Key in your CrewDriver account, please follow these steps: Log into CrewDriver Select "Settings" cog in the top right GO to https://go.crewdriverapp.com/rest/settings/api_keys Click the Plus icon Click the Create Button Copy the generate API key to your clipboard Paste your key back into your Zapier account and then “Continue.” If all steps were successful, your CrewDriver account will now be successfully connected.

## 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.  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  Paste your key back into your Zapier account and then “Continue.” If all steps were successful, your CrewDriver account will now be successfully connected.

https://help.zapier.com/hc/en-us/articles/8496039973645-How-to-Get-Started-with-CrewDriver-on-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. 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 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.

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).

https://help.zapier.com/hc/en-us/articles/8496040271501-Collect-leads-from-LinkedIn-Events-with-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: User does not exist. The Create/Update User action sends an email and User ID. A new user gets created with those attributes. 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. 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.

## 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.

https://help.zapier.com/hc/en-us/articles/8496041077133-Common-Problems-with-Intercom

When you start creating a Namely Zap, you will be asked to connect your Namely account. You’ll now be asked to enter your Namely subdomain. Please make sure the subdomain is correct. You’ll now be asked to log into your Namely 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 Namely account will now be successfully connected.

When you start creating a Namely Zap, you will be asked to connect your Namely account.  You’ll now be asked to enter your Namely subdomain. Please make sure the subdomain is correct.  You’ll now be asked to log into your Namely 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 Namely account will now be successfully connected. 

https://help.zapier.com/hc/en-us/articles/8496035924749-How-to-Get-Started-with-Namely-on-Zapier

Connecting with Alchemer When you create an Alchemer Zap, you'll be asked to enter your Alchemer API key. To locate your API Key in your Alchemer account, please follow the steps suggested in Alchemer’s documentation. Paste your key back into your Zapier account and then “Continue.” If all steps were successful, your Alchemer account will now be successfully connected.

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

https://help.zapier.com/hc/en-us/articles/8496041344141-How-To-Get-Started-With-Alchemer

The first thing you'll need to do to get started with hooking up Webflow with Zapier and the hundreds of services we work with is by adding your Account to Zapier. When the time is right, we'll ask you to add your Account: Next, we will ask you to give your new Account a name or label, which is just a handy name for you to recognize within Zapier. It doesn't matter what you name it. 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. After authorizing, you'll get sent back to Zapier where you now have your Webflow account connected!

The first thing you'll need to do to get started with hooking up Webflow with Zapier and the hundreds of services we work with is by adding your Account to Zapier. When the time is right, we'll ask you to add your Account:  Next, we will ask you to give your new Account a name or label, which is just a handy name for you to recognize within Zapier. It doesn't matter what you name it.  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.  After authorizing, you'll get sent back to Zapier where you now have your Webflow account connected! 

https://help.zapier.com/hc/en-us/articles/8496043264653-How-to-Get-Started-with-Webflow-on-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 valuefor 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! 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.

## 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.

https://help.zapier.com/hc/en-us/articles/8496044350733-Common-Problems-with-Microsoft-Excel

When you start creating a Zoom Zap, you will be asked to connect your Zoom account. You’ll now be asked to log into your Zoom account (unless you are already logged in). If all steps were successful your Zoom account will now be successfully connected. Uninstalling Zapier from your Zoom account If you want to uninstall the Zapier app from your Zoom account: Log in to your Zoom account and navigate to the Zoom App Marketplace. Click Manage. Click Installed Apps, or search for Zapier in the search field. Click Uninstall for the Zapier app.

When you start creating a Zoom Zap, you will be asked to connect your Zoom account.  You’ll now be asked to log into your Zoom account (unless you are already logged in).  If all steps were successful your Zoom account will now be successfully connected.  ## Uninstalling Zapier from your Zoom account If you want to uninstall the Zapier app from your Zoom 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.  3. Click **Uninstall** for the Zapier app. 

https://help.zapier.com/hc/en-us/articles/8496043733261-How-to-Get-Started-with-Zoom-on-Zapier

When you start creating a Strava Zap, you will be asked to connect your Strava account. You’ll now be asked to log into your Strava account (unless you are already logged in). Finally, you will be asked to give Zapier permission to access your account. Click "Authorize” to continue. If all steps were successful your Strava account will now be successfully connected. 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. If you want to make your own, we have instructions for this here.

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

https://help.zapier.com/hc/en-us/articles/8496048093197-How-to-Get-Started-with-Strava-on-Zapier

About the LastPass Integration Paid/versioned account: Users need an Enterprise account. There is a 2-week trial available. Setting up the LastPass Integration When you start creating a LastPass Zap, you will be asked to connect your LastPass account. Next, you'll be asked to enter your LastPass API key. To locate your API Key in your LastPass account, please follow these steps: Log into LastPass' dashboard Find and copy your "Account Number" Find and copy your "Provisioning Hash" tied to your Enterprise account Paste your key back into your Zapier account and then “Continue.” If all steps were successful your LastPass account will now be successfully connected.

## About the LastPass Integration * **Paid/versioned account**: Users need an Enterprise account. There is a 2-week trial available. ## Setting up the LastPass Integration When you start creating a LastPass Zap, you will be asked to connect your LastPass account.  Next, you'll be asked to enter your LastPass API key.  To locate your API Key in your LastPass account, please follow these steps: 1. Log into LastPass' dashboard 2. Find and copy your "Account Number" 3. Find and copy your "Provisioning Hash" tied to your Enterprise account Paste your key back into your Zapier account and then “Continue.” If all steps were successful your LastPass account will now be successfully connected. 

https://help.zapier.com/hc/en-us/articles/8496049103629-How-to-Get-Started-with-LastPass-on-Zapier

Zapier Early Access Get access to tomorrow’s no-code automation products and features today. By opting-in to our current and future pre-release products, you’ll work directly with the Zapier product team and join a dedicated community of automation enthusiasts. Learn more about Zapier Early Access

### Zapier Early Access Get access to tomorrow’s no-code automation products and features today. By opting-in to our current and future pre-release products, you’ll work directly with the Zapier product team and join a dedicated community of automation enthusiasts. [Learn more about Zapier Early Access](https://zapier.com/early-access)

https://help.zapier.com/hc/en-us/articles/8496048747021-Common-Problems-with-PandaDoc-on-Zapier

About Maysee's Integration What kind of authentication does Maysee use? Maysee uses API keys. Do I need a paid Maysee account to use Maysee with Zapier? You need a paid Maysee plan to use Maysee with Zapier. Do I need special account permissions in Maysee to use Maysee with Zapier? There aren't any specific Maysee account permissions to connect Maysee to Zapier. Are there any API token limits in Maysee when I use Maysee with Zapier? No, there are no token limits when using Maysee with Zapier. Are there any webhook subscription limits in Maysee when I use Maysee with Zapier? Maysee doesn't have any webhook subscription limits when you use Maysee with Zapier. Are custom fields in Maysee supported when I use Maysee with Zapier? No, Maysee does not support custom fields. Does Maysee use real trigger samples from my Maysee account? Yes, Maysee provides real trigger samples from your Maysee account. What kind of Maysee hosted account can I use with Zapier? Maysee's Zapier integration supports both self-hosted and cloud-hosted accounts. Connecting with Maysee When you create a Maysee Zap, you'll be asked to enter your Maysee API key. To locate your API Key in your Maysee account, please follow these steps: Log into your app account. Click "メニュー" from the Top Screen. Choose "APIキー管理". Click "新しいキーを生成する". Copy the generate API key to your clipboard Paste your key back into your Zapier account and then “Continue.” If all steps were successful, your Maysee account will be connected.

## About Maysee's Integration **What kind of authentication does Maysee use?** Maysee uses API keys. **Do I need a paid Maysee account to use Maysee with Zapier?** You need a paid Maysee plan to use Maysee with Zapier. **Do I need special account permissions in Maysee to use Maysee with Zapier?** There aren't any specific Maysee account permissions to connect Maysee to Zapier. **Are there any API token limits in Maysee when I use Maysee with Zapier?** No, there are no token limits when using Maysee with Zapier. **Are there any webhook subscription limits in Maysee when I use Maysee with Zapier?** Maysee doesn't have any webhook subscription limits when you use Maysee with Zapier. **Are custom fields in Maysee supported when I use Maysee with Zapier?** No, Maysee does not support custom fields. **Does Maysee use real trigger samples from my Maysee account?** Yes, Maysee provides real trigger samples from your Maysee account. **What kind of Maysee hosted account can I use with Zapier?** Maysee's Zapier integration supports both self-hosted and cloud-hosted accounts. ## Connecting with Maysee When you create a Maysee Zap, you'll be asked to enter your Maysee API key.  To locate your API Key in your Maysee account, please follow these steps: 1. Log into your app account. 2. Click "メニュー" from the Top Screen. 3. Choose "APIキー管理". 4. Click "新しいキーを生成する". 5. Copy the generate API key to your clipboard  Paste your key back into your Zapier account and then “Continue.” If all steps were successful, your Maysee account will be connected.

https://help.zapier.com/hc/en-us/articles/8496056206093-How-to-Get-Started-with-Maysee-on-Zapier

When you start creating a Greenhouse Zap, you will be asked to connect your Greenhouse account. Next, you'll be asked to enter your Greenhouse API key. To locate your API Key in your Greenhouse account, please follow these steps: To get an API key from your Greenhouse account: Go to Configure > Dev Center > API Credential Management Click Create New API Key For type, choose "Harvest" Select these Harvest endpoints (the checkboxes) when creating the Harvest API key: Candidates, Jobs, Jobs Posts, Users Paste your key back into your Zapier account and then “Continue”. If all steps were successful your Greenhouse account will now be successfully connected.

When you start creating a Greenhouse Zap, you will be asked to connect your Greenhouse account.  Next, you'll be asked to enter your Greenhouse API key.  To locate your API Key in your Greenhouse account, please follow these steps: To get an API key from your Greenhouse account: 1. Go to Configure > Dev Center > API Credential Management 2. Click Create New API Key 3. For type, choose "Harvest" 4. Select these Harvest endpoints (the checkboxes) when creating the Harvest API key: Candidates, Jobs, Jobs Posts, Users   Paste your key back into your Zapier account and then “Continue”. If all steps were successful your Greenhouse account will now be successfully connected. 

https://help.zapier.com/hc/en-us/articles/8496064709133-How-to-Get-Started-with-Greenhouse-on-Zapier

Connect to Facebook Groups on Zapier Facebook Groups uses Oauth to authenticate your account on Zapier. Log into Facebook Group to authenticate. Grant Zapier permission to access your account if prompted to. About Facebook Groups' app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts Is a paid Facebook Groups plan required? No Are any special account permissions required? Yes You need to be a Facebook Group admin. You need to add Zapier as an app to your Facebook Group. Learn more about Facebook Groups' account permissions. Are there usage limits? Not applicable Are there pagination limits? Yes If you manage more than 25 Facebook Groups, click Load More to load more Facebook Groups in the Zap editor. Do trigger samples use real data from your account or generic data? Real sample data Are custom fields supported? Not applicable Do update actions overwrite or append to existing data? Not applicable Is there any additional info? Yes The New Posts trigger will only run on posts approved by group admins, not pending posts.

## Connect to Facebook Groups on Zapier Facebook Groups uses Oauth to authenticate your account on Zapier. * Log into Facebook Group to authenticate. * Grant Zapier permission to access your account if prompted to. ## About Facebook Groups' app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts | | | Is a paid Facebook Groups plan required? | No | | | Are any special account permissions required? | Yes | * You need to be a [Facebook Group admin](https://www.facebook.com/help/148640791872225/?helpref=related_articles).<br>* You need to [add Zapier as an app to your Facebook Group](https://www.facebook.com/help/261149227954100).<br><br>Learn more about Facebook Groups' [account permissions](https://www.facebook.com/help/901690736606156?helpref=faq_content). | | Are there usage limits? | Not applicable | | | Are there pagination limits? | Yes | If you manage more than 25 Facebook Groups, click **Load More** to load more Facebook Groups in the Zap editor. | | Do trigger samples use real data from your account or generic data? | Real sample data | | | Are custom fields supported? | Not applicable | | | Do update actions overwrite or append to existing data? | Not applicable | | | Is there any additional info? | Yes | The New Posts trigger will only run on posts approved by group admins, not pending posts. |

https://help.zapier.com/hc/en-us/articles/8496049452173-How-to-get-started-with-Facebook-Groups-on-Zapier

When you start creating a Feedier Zap, you will be asked to connect your Feedier account. Next, you'll be asked to enter your Feedier API key. To locate your API Key in your Feedier account, please follow these steps: Log into your Feedier dashboard Click the sidebar from the top right menu, and click the "Integrations" link Choose "API Keys" Copy the "Private API key" to your clipboard Paste your key back into your Zapier account and then “Continue”. If all steps were successful your Feedier account will now be successfully connected.

When you start creating a Feedier Zap, you will be asked to connect your Feedier account.  Next, you'll be asked to enter your Feedier API key.  To locate your API Key in your Feedier account, please follow these steps: 1. Log into your Feedier dashboard 2. Click the sidebar from the top right menu, and click the "Integrations" link 3. Choose "API Keys" 4. Copy the "Private API key" to your clipboard  Paste your key back into your Zapier account and then “Continue”. If all steps were successful your Feedier account will now be successfully connected. 

https://help.zapier.com/hc/en-us/articles/8496064917389-How-to-Get-Started-with-Feedier-on-Zapier

When you start creating a Cisco Webex Meetings Zap, you will be asked to connect your Cisco Webex Meetings account. When you click connect, you will then be asked to enter your Cisco Webex Meetings username and password. If those steps were correct, you'll get sent back to your Zap where you will now have your Cisco Webex Meetings account successfully connected!

When you start creating a Cisco Webex Meetings Zap, you will be asked to connect your Cisco Webex Meetings account.  When you click connect, you will then be asked to enter your Cisco Webex Meetings username and password.  If those steps were correct, you'll get sent back to your Zap where you will now have your Cisco Webex Meetings account successfully connected! 

https://help.zapier.com/hc/en-us/articles/8496067693325-How-to-Get-Started-with-Cisco-Webex-Meetings-on-Zapier

The first thing you'll need to do to get started connected New Relic Insights to hundreds of applications on Zapier is to add your New Relic Account to Zapier. To get started, create a new zap, selecting New Relic Insights as the action. When the time comes, you'll see a dialog to connect your account. Your account Id can be found by logging into New Relic Insights and copying the numerical portion of the url To find your API keys, click on "Manage Data" on the far right toolbar, as shown below On the Manage Data page, click the API Keys tab at the top. You can either use your existing keys or create new keys by clicking on the + icons next to "Insert Keys" and "Query Keys". You'll need to copy both into the equivalent fields on Zapier. Inserting Custom Events The main attraction here is you can insert custom events into New Relic Insights to track that data. When you create a new zap with that action you'll see the following fields. The event type is the type of event you want to track, which will be exposed as kind of a "table" in New Relic Insights. The next option, "Copy Trigger Fields" lets you determine if you want to do a straight copy of the data the trigger produces or not. This can be incredibly useful if you just care about getting ALL of the data from one service into Insights for analytic purposes. The final field available, Event Attributes, basically allows you to dynamically add your own attributes with names and values you define. You can use the +/- at the end to add or remove attributes.

The first thing you'll need to do to get started connected New Relic Insights to hundreds of applications on Zapier is to add your New Relic Account to Zapier. To get started, create a new zap, selecting New Relic Insights as the action.  When the time comes, you'll see a dialog to connect your account.  Your account Id can be found by logging into New Relic Insights and copying the numerical portion of the url  To find your API keys, click on "Manage Data" on the far right toolbar, as shown below  On the Manage Data page, click the API Keys tab at the top.  You can either use your existing keys or create new keys by clicking on the + icons next to "Insert Keys" and "Query Keys". You'll need to copy both into the equivalent fields on Zapier. ## Inserting Custom Events The main attraction here is you can insert custom events into New Relic Insights to track that data. When you create a new zap with that action you'll see the following fields.  The event type is the type of event you want to track, which will be exposed as kind of a "table" in New Relic Insights. The next option, "Copy Trigger Fields" lets you determine if you want to do a straight copy of the data the trigger produces or not. This can be incredibly useful if you just care about getting ALL of the data from one service into Insights for analytic purposes. The final field available, Event Attributes, basically allows you to dynamically add your own attributes with names and values you define. You can use the +/- at the end to add or remove attributes. 

https://help.zapier.com/hc/en-us/articles/8496057763725-How-To-Get-Started-with-New-Relic-Insights

Connect to Microsoft Dynamics 365 CRM on Zapier Microsoft Dynamics 365 CRM uses OAuth to authenticate your account on Zapier. Log into Microsoft Dynamics 365 CRM to authenticate. Grant Zapier permission to access your account if prompted to. Learn more about authenticating your Microsoft Dynamics 365 CRM account in Zapier. About Microsoft Dynamics 365 CRM's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Microsoft Dynamics 365 CRM plan required? Yes View Microsoft Dynamics 365 CRM's plans. Are any special account permissions required? Yes Your account must be a System administrator or have a security role and privileges assigned to your Microsoft Dynamics 365 CRM account. 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 If you see the error message "App received or responded with too much data" and can't load any sample data, try clearing your cache. Are custom fields supported? Yes Do update actions overwrite or append to existing data? Not applicable Is there any additional info? No

## Connect to Microsoft Dynamics 365 CRM on Zapier Microsoft Dynamics 365 CRM uses OAuth to authenticate your account on Zapier. * Log into Microsoft Dynamics 365 CRM to authenticate. * Grant Zapier permission to access your account if prompted to. Learn more about [authenticating your Microsoft Dynamics 365 CRM account](https://platform.zapier.com/docs/auth) in Zapier. ## About Microsoft Dynamics 365 CRM's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Microsoft Dynamics 365 CRM plan required? | Yes | View Microsoft Dynamics 365 CRM's [plans](https://dynamics.microsoft.com/en-gb/pricing/). | | Are any special account permissions required? | Yes | Your account must be a [System administrator](https://learn.microsoft.com/en-us/power-pages/admin/admin-roles#system-administrator) or have a [security role](https://learn.microsoft.com/en-us/power-platform/admin/security-roles-privileges) and [privileges](https://learn.microsoft.com/en-us/power-platform/admin/security-roles-privileges#define-the-privileges-and-properties-of-a-security-role) assigned to your Microsoft Dynamics 365 CRM account. | | 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 | If you see the error message "App received or responded with too much data" and can't load any sample data, [try clearing your cache](https://community.dynamics.com/blogs/post/?postid=4f831dd8-96b8-4df6-a7b5-951b43a9603b). | | Are custom fields supported? | Yes | | | Do update actions overwrite or append to existing data? | Not applicable | | | Is there any additional info? | No | |

https://help.zapier.com/hc/en-us/articles/8496068258189-How-to-get-started-with-Microsoft-Dynamics-365-CRM-on-Zapier

This is the Invoke Function action. This presumes you have a pre-built function that you just want Zapier to invoke with some special arguments or data we provide from a trigger. Return data is ignored. Invoking a Lambda function from Zapier is simple. First select your region, and choose the function to invoke: Then, provide the arguments that you want to be provided to your function when it is invoked - you'll access it as the event object you may recognize from the AWS Lambda documentation. To add more arguments, use the + button. A function you would upload to AWS Lambda to consume this event might look something like: exports.handler = function(event, context) { // you have access to the event object: // event == {name: "FancyFile.pdf", size: 165435} context.succeed(); }; Note - if you are using Java or some other runtime - you may need to deserialize the payload/event as it could be passed in as a JSON bytestring. This is done for you automatically in the Node.js runtime.

This is the **Invoke Function** action. This presumes you have a pre-built function that you just want Zapier to invoke with some special arguments or data we provide from a trigger. **Return data is ignored.** Invoking a Lambda function from Zapier is simple. First select your region, and choose the function to invoke:  Then, provide the arguments that you want to be provided to your function when it is invoked - you'll access it as the `event` object you may recognize from the [AWS Lambda documentation](http://docs.aws.amazon.com/lambda/latest/dg/walkthrough-custom-events.html).  To add more arguments, use the `+` button. A function you would upload to AWS Lambda to consume this event might look something like: ``` exports.handler = function(event, context) { // you have access to the event object: // event == {name: "FancyFile.pdf", size: 165435} context.succeed(); }; ``` > Note - if you are using Java or some other runtime - you may need to deserialize the payload/event as it could be passed in as a JSON bytestring. This is done for you automatically in the Node.js runtime.

https://help.zapier.com/hc/en-us/articles/8496058923789-Use-AWS-Lambda-to-send-data-to-your-pre-built-function

The "From" field isn't being respected If the SMS is being sent to a country which doesn't support setting a custom sender ID, then this field will be ignored. More info on Sender IDs can be found here and a list of which countries support Sender IDs can be found here

## The "From" field isn't being respected If the SMS is being sent to a country which doesn't support setting a custom sender ID, then this field will be ignored. More info on Sender IDs can be found [here](https://help.clicksend.com/SMS/what-is-a-sender-id-or-sender-number) and a list of which countries support Sender IDs can be found [here](https://help.clicksend.com/13999-country-specific-features-and-restrictions/206029-international-support-for-alphanumeric-sender-id?from_search=16915595)

https://help.zapier.com/hc/en-us/articles/8496061131021-Common-Problems-with-ClickSend-SMS-on-Zapier

Connect to Facebook Lead Ads on Zapier Facebook Lead Ads uses OAuth to authenticate your account on Zapier. Log into Facebook Lead Ads to authenticate. Grant Zapier permission to access your account if prompted to. Note Due to changes in Facebook authentication, offers two versions of Zapier’s Facebook Lead Ads app: Facebook Lead Ads and Facebook Lead Ads (for Business Admins). These apps require different permissions based on your Facebook account. Learn more about the permissions needed to use Facebook Lead Ads to determine which app is right for you. If you’ve updated to a Meta Business Suite account, you’ll need to reconnect to any previously connected Facebook accounts in your Zapier account. Learn more about how to reconnect your account and prevent disruption to your Zaps. About Facebook Lead Ads's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Facebook Lead Ads plan required? No Are any special account permissions required? Yes Manage Pages. Manage Ad Account. Leads Access - if Lead Access is customized, make sure to give CRM Access to Zapier. You may need to contact the Page Owner or Business Manager admin to request those 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 If your newly created form has not received any submissions yet, you'll see generic data in the Zap editor. To test your Zap, create sample leads using the Facebook Lead Ads testing tool. Are custom fields supported? Yes Do update actions overwrite or append to existing data? Not applicable Is there any additional info? Yes Use the Facebook Lead Ads testing tool to create sample leads Meta work account migration: What Facebook-related app users need to know How to remove Zapier access to a Facebook Lead Ads account Guidance on mapping fields: raw vs regular When selecting fields to map data to your other apps, you will notice that there are two types of fields available: "raw" and "regular". The difference between the two is how the data is processed: Raw fields: These are unformatted fields, meaning it’s the exact data provided by the Meta API. Regular fields: These are formatted fields, meaning they are structured and uniform making them easier to work with. In this example, you can see there are two fields available to map for an email address. Both types of fields are valid, and in some cases may be the same, depending on how the user inputted the data. Zapier recommends using regular fields, to reduce formatting issues once the Zap is live.

## Connect to Facebook Lead Ads on Zapier Facebook Lead Ads uses OAuth to authenticate your account on Zapier. * Log into Facebook Lead Ads to authenticate. * Grant Zapier permission to access your account if prompted to.  Note * Due to changes in Facebook authentication, offers two versions of Zapier’s Facebook Lead Ads app: Facebook Lead Ads and [Facebook Lead Ads (for Business Admins)](https://help.zapier.com/hc/en-us/articles/8496123584781). These apps require different permissions based on your Facebook account. Learn more about the [permissions needed to use Facebook Lead Ads](https://help.zapier.com/hc/en-us/articles/8496040397965) to determine which app is right for you. * If you’ve updated to a Meta Business Suite account, you’ll need to reconnect to any previously connected Facebook accounts in your Zapier account. Learn more about how to [reconnect your account](https://help.zapier.com/hc/en-us/articles/20218806381837) and prevent disruption to your Zaps. ## About Facebook Lead Ads's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Facebook Lead Ads plan required? | No | | | Are any special account permissions required? | Yes | * [Manage Pages](https://www.facebook.com/business/help/183277585892925).<br>* [Manage Ad Account](https://www.facebook.com/business/help/195296697183682).<br>* [Leads Access](https://www.facebook.com/business/help/540596413257598) - if Lead Access is customized, make sure to [give CRM Access](https://www.facebook.com/business/help/540596413257598?id=735435806665862) to Zapier.<br><br>You may need to contact the Page Owner or Business Manager admin to request those 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 | If your newly created form has not received any submissions yet, you'll see generic data in the Zap editor. To test your Zap, create sample leads [using the Facebook Lead Ads testing tool.](https://help.zapier.com/hc/en-us/articles/8496061345805) | | Are custom fields supported? | Yes | | | Do update actions overwrite or append to existing data? | Not applicable | | | Is there any additional info? | Yes | * [Use the Facebook Lead Ads testing tool to create sample leads](https://help.zapier.com/hc/en-us/articles/8496061345805)<br>* [Meta work account migration: What Facebook-related app users need to know](https://help.zapier.com/hc/en-us/articles/20218806381837)<br>* [How to remove Zapier access to a Facebook Lead Ads account](https://help.zapier.com/hc/en-us/articles/8496055920013) | ## Guidance on mapping fields: raw vs regular When [selecting fields to map data](https://help.zapier.com/hc/en-us/articles/8496343026701) to your other apps, you will notice that there are two types of fields available: "raw" and "regular". The difference between the two is how the data is processed: * **Raw fields:** These are unformatted fields, meaning it’s the exact data provided by the Meta API. * **Regular fields:** These are formatted fields, meaning they are structured and uniform making them easier to work with. In this example, you can see there are two fields available to map for an email address.  Both types of fields are valid, and in some cases may be the same, depending on how the user inputted the data. Zapier recommends using regular fields, to reduce formatting issues once the Zap is live.

https://help.zapier.com/hc/en-us/articles/8496061306253-How-to-get-started-with-Facebook-Lead-Ads-on-Zapier

About ThankView's Integration What kind of authentication does ThankView use? ThankView uses API Keys. Do I need a paid ThankView account to use ThankView with Zapier? You need a paid ThankView plan to use ThankView with Zapier. Do I need special account permissions in ThankView to use ThankView with Zapier? To connect ThankView to Zapier, you need to be a ThankView admin to access your API key. Are there any API token limits in ThankView when I use ThankView with Zapier? No, there are no token limits when using ThankView with Zapier. Are there any webhook subscription limits in ThankView when I use ThankView with Zapier? ThankView doesn't have any webhook subscription limits when you use ThankView with Zapier. Are custom fields in ThankView supported when I use ThankView with Zapier? Yes, ThankView supports custom fields. Does ThankView use real trigger samples from my ThankView account? Yes, ThankView provides real trigger samples from your ThankView account. What kind of ThankView hosted account can I use with Zapier? ThankView's Zapier integration supports cloud-hosted accounts only. Connecting with ThankView When you create a ThankView Zap, you'll be asked to enter your ThankView API key. To locate your API Key in your ThankView account, please follow these steps: Log into your ThankView account Click on the user menu in the top right corner and then click "Settings" from the dropdown Choose "Integrations & APIs" from the menu on the left Scroll down to the "API Access" section Click "show key" Copy the API key to your clipboard Paste your key back into your Zapier account and then “Continue.” If all steps were successful, your ThankView account will now be successfully connected.

## About ThankView's Integration **What kind of authentication does ThankView use?** ThankView uses API Keys. **Do I need a paid ThankView account to use ThankView with Zapier?** You need a paid ThankView plan to use ThankView with Zapier. **Do I need special account permissions in ThankView to use ThankView with Zapier?** To connect ThankView to Zapier, you need to be a ThankView admin to access your API key. **Are there any API token limits in ThankView when I use ThankView with Zapier?** No, there are no token limits when using ThankView with Zapier. **Are there any webhook subscription limits in ThankView when I use ThankView with Zapier?** ThankView doesn't have any webhook subscription limits when you use ThankView with Zapier. **Are custom fields in ThankView supported when I use ThankView with Zapier?** Yes, ThankView supports custom fields. **Does ThankView use real trigger samples from my ThankView account?** Yes, ThankView provides real trigger samples from your ThankView account. **What kind of ThankView hosted account can I use with Zapier?** ThankView's Zapier integration supports cloud-hosted accounts only. ## Connecting with ThankView When you create a ThankView Zap, you'll be asked to enter your ThankView API key.  To locate your API Key in your ThankView account, please follow these steps: 1. Log into your ThankView account 2. Click on the user menu in the top right corner and then click "Settings" from the dropdown 3. Choose "Integrations & APIs" from the menu on the left 4. Scroll down to the "API Access" section 5. Click "show key" 6. Copy the API key to your clipboard  Paste your key back into your Zapier account and then “Continue.” If all steps were successful, your ThankView account will now be successfully connected.

https://help.zapier.com/hc/en-us/articles/8496071929997-How-to-Get-Started-with-ThankView-on-Zapier

About Hiro.fm's Integration What kind of authentication does Hiro.fm use? Hiro.fm uses Basic Authentication. Do I need a paid Hiro.fm account to use Hiro.fm with Zapier? You need a paid Hiro.fm plan to use Hiro.fm with Zapier. More details: https://hiro.fm/pricing Do I need special account permissions in Hiro.fm to use Hiro.fm with Zapier? There aren't any specific Hiro.fm account permissions to connect Hiro.fm to Zapier. Are there any API token limits in Hiro.fm when I use Hiro.fm with Zapier? No, there are no token limits when using Hiro.fm with Zapier. Are there any webhook subscription limits in Hiro.fm when I use Hiro.fm with Zapier? Hiro.fm doesn't have any webhook subscription limits when you use Hiro.fm with Zapier. Are custom fields in Hiro.fm supported when I use Hiro.fm with Zapier? No, Hiro.fm does not support custom fields. Does Hiro.fm use real trigger samples from my Hiro.fm account? Yes, Hiro.fm provides real trigger samples from your Hiro.fm account. What kind of Hiro.fm hosted account can I use with Zapier? Hiro.fm's Zapier integration supports self-hosted accounts only. Connecting with Hiro.fm When you create a Zap, you'll be asked to log in to your Hiro.fm account. Enter your Hiro.fm username and password to connect your account. If all steps were successful, your Hiro.fm account will be connected.

## About Hiro.fm's Integration **What kind of authentication does Hiro.fm use?** Hiro.fm uses Basic Authentication. **Do I need a paid Hiro.fm account to use Hiro.fm with Zapier?** You need a paid Hiro.fm plan to use Hiro.fm with Zapier. More details: [https://hiro.fm/pricing](https://hiro.fm/pricing) **Do I need special account permissions in Hiro.fm to use Hiro.fm with Zapier?** There aren't any specific Hiro.fm account permissions to connect Hiro.fm to Zapier. **Are there any API token limits in Hiro.fm when I use Hiro.fm with Zapier?** No, there are no token limits when using Hiro.fm with Zapier. **Are there any webhook subscription limits in Hiro.fm when I use Hiro.fm with Zapier?** Hiro.fm doesn't have any webhook subscription limits when you use Hiro.fm with Zapier. **Are custom fields in Hiro.fm supported when I use Hiro.fm with Zapier?** No, Hiro.fm does not support custom fields. **Does Hiro.fm use real trigger samples from my Hiro.fm account?** Yes, Hiro.fm provides real trigger samples from your Hiro.fm account. **What kind of Hiro.fm hosted account can I use with Zapier?** Hiro.fm's Zapier integration supports self-hosted accounts only. ## Connecting with Hiro.fm When you create a Zap, you'll be asked to log in to your Hiro.fm account. Enter your Hiro.fm username and password to connect your account. If all steps were successful, your Hiro.fm account will be connected.

https://help.zapier.com/hc/en-us/articles/8496074589837-How-to-Get-Started-with-Hiro-fm-on-Zapier

About Anvil's Integration What kind of authentication does Anvil use? Anvil uses OAuth. Do I need a paid Anvil account to use Anvil with Zapier? No, you don't need a specific Anvil plan to use Anvil with Zapier. Do I need special account permissions in Anvil to use Anvil with Zapier? No, there aren't any specific Anvil account permissions to connect Anvil to Zapier. Additionally, the create webhook action requires organization admin role to function. Are there any API token limits in Anvil when I use Anvil with Zapier? No, there are no token limits when using Anvil with Zapier. Are there any webhook subscription limits in Anvil when I use Anvil with Zapier? No, Anvil doesn't have any webhook subscription limits when you use Anvil with Zapier. Are custom fields in Anvil supported when I use Anvil with Zapier? Yes, Anvil supports custom fields. Here is a help article that describes all field types: https://www.useanvil.com/help/workflow/glossary-definitions/ Does Anvil use real trigger samples from my Anvil account? Yes, Anvil provides real trigger samples from your Anvil account. What kind of Anvil hosted account can I use with Zapier? Anvil's Zapier integration supports cloud-hosted accounts only. Connecting with Anvil When you create a Anvil Zap, you'll be asked to log in to your Anvil account (unless you are already logged in). Finally, you will be asked to give Zapier permission to access your account. Click "” to continue. If all steps were successful, your Anvil account will be connected.

## About Anvil's Integration **What kind of authentication does Anvil use?** Anvil uses OAuth. **Do I need a paid Anvil account to use Anvil with Zapier?** No, you don't need a specific Anvil plan to use Anvil with Zapier. **Do I need special account permissions in Anvil to use Anvil with Zapier?** No, there aren't any specific Anvil account permissions to connect Anvil to Zapier. Additionally, the create webhook action requires organization admin role to function. **Are there any API token limits in Anvil when I use Anvil with Zapier?** No, there are no token limits when using Anvil with Zapier. **Are there any webhook subscription limits in Anvil when I use Anvil with Zapier?** No, Anvil doesn't have any webhook subscription limits when you use Anvil with Zapier. **Are custom fields in Anvil supported when I use Anvil with Zapier?** Yes, Anvil supports custom fields. Here is a help article that describes all field types: [https://www.useanvil.com/help/workflow/glossary-definitions/](https://www.useanvil.com/help/workflow/glossary-definitions/) **Does Anvil use real trigger samples from my Anvil account?** Yes, Anvil provides real trigger samples from your Anvil account. **What kind of Anvil hosted account can I use with Zapier?** Anvil's Zapier integration supports cloud-hosted accounts only. ## Connecting with Anvil When you create a Anvil Zap, you'll be asked to log in to your Anvil account (unless you are already logged in).  Finally, you will be asked to give Zapier permission to access your account. Click "” to continue.  If all steps were successful, your Anvil account will be connected.

https://help.zapier.com/hc/en-us/articles/8496076125325-How-to-Get-Started-with-Anvil-on-Zapier

About Docspo's Integration What kind of authentication does Docspo use? Docspo uses API Keys. Do I need a paid Docspo account to use Docspo with Zapier? You don't need a specific Docspo plan to use Docspo with Zapier. Do I need special account permissions in Docspo to use Docspo with Zapier? There aren't any specific Docspo account permissions to connect Docspo to Zapier. Are there any API token limits in Docspo when I use Docspo with Zapier? No, there are no token limits when using Docspo with Zapier. Are there any webhook subscription limits in Docspo when I use Docspo with Zapier? Docspo doesn't have any webhook subscription limits when you use Docspo with Zapier. Are custom fields in Docspo supported when I use Docspo with Zapier? No, Docspo does not support custom fields. Does Docspo use real trigger samples from my Docspo account? Yes, Docspo provides real trigger samples from your Docspo account which includes both users' contact information and organization details. What kind of Docspo hosted account can I use with Zapier? Docspo's Zapier integration supports self-hosted accounts only. Connecting with Docspo When you create a Docspo Zap, you'll be asked to enter your Docspo API key. To locate your API Key in your Docspo account, please follow these steps: Log into your Docspo account. From the left sidebar click on More. Then select Zapier from the settings page list. Click on Setup. Generate an API key by clicking on "Create API key". Copy the key to your clipboard. Paste your key back into your Zapier account and then “Continue.” If all steps were successful, your Docspo account will be connected.

## About Docspo's Integration **What kind of authentication does Docspo use?** Docspo uses API Keys. **Do I need a paid Docspo account to use Docspo with Zapier?** You don't need a specific Docspo plan to use Docspo with Zapier. **Do I need special account permissions in Docspo to use Docspo with Zapier?** There aren't any specific Docspo account permissions to connect Docspo to Zapier. **Are there any API token limits in Docspo when I use Docspo with Zapier?** No, there are no token limits when using Docspo with Zapier. **Are there any webhook subscription limits in Docspo when I use Docspo with Zapier?** Docspo doesn't have any webhook subscription limits when you use Docspo with Zapier. **Are custom fields in Docspo supported when I use Docspo with Zapier?** No, Docspo does not support custom fields. **Does Docspo use real trigger samples from my Docspo account?** Yes, Docspo provides real trigger samples from your Docspo account which includes both users' contact information and organization details. **What kind of Docspo hosted account can I use with Zapier?** Docspo's Zapier integration supports self-hosted accounts only. ## Connecting with Docspo When you create a Docspo Zap, you'll be asked to enter your Docspo API key.  To locate your API Key in your Docspo account, please follow these steps: 1. Log into your Docspo account. 2. From the left sidebar click on More. Then select Zapier from the settings page list. 3. Click on Setup. 4. Generate an API key by clicking on "Create API key". 5. Copy the key to your clipboard.  Paste your key back into your Zapier account and then “Continue.” If all steps were successful, your Docspo account will be connected.

https://help.zapier.com/hc/en-us/articles/8496075777933-How-to-Get-Started-with-Docspo-on-Zapier