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Connect to QuoteRUSH on Zapier QuoteRUSH uses API keys to authenticate your account on Zapier. Required authentication fields WebId WebId Password Optional authentication fields None Additional authentication instructions Log into your QuoteRUSH account. Click the Quick Tools icon (four squares) in the top right. In the Integrations section, click View WebId and Password. If you do not see the Integrations section, your account does not have permission to connect to Zapier. Copy the WebId and WebId Password to your clipboard. Learn more about authenticating your QuoteRUSH account in Zapier. About QuoteRUSH's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid QuoteRUSH plan required? Yes You must have a QuoteRUSH Single User Account or higher. View QuoteRUSH's plans. Are any special account permissions required? Yes You must have admin and/or manage WebFORM permissions in QuoteRUSH. 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 QuoteRUSH on Zapier QuoteRUSH uses API keys to authenticate your account on Zapier. ### Required authentication fields * WebId * WebId Password ### Optional authentication fields * None ### Additional authentication instructions 1. Log into your [QuoteRUSH account](https://web.quoterush.com/). 2. Click the **Quick Tools ico**n (four squares) in the top right. 3. In the _Integrations_ section, click **View WebId and Password**. 1. If you do not see the _Integrations_ section, your account does not have permission to connect to Zapier. 4. Copy the WebId and WebId Password to your clipboard. Learn more about [authenticating your QuoteRUSH account](https://platform.zapier.com/docs/auth) in Zapier. ## About QuoteRUSH's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid QuoteRUSH plan required? | Yes | You must have a QuoteRUSH Single User Account or higher. <br>View QuoteRUSH's [plans](https://www.quoterush.com/newqr/index.php#pricing). | | Are any special account permissions required? | Yes | You must have admin and/or manage WebFORM permissions in QuoteRUSH. | | 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/16027395972237-How-to-get-started-with-QuoteRUSH-on-Zapier

IP2Location IO uses API keys to authenticate your account on Zapier. Required authentication fields API key Optional authentication fields None Additional authentication instructions You can find your API key on the Dashboard page https://www.ip2location.io/dashboard within your account. You can sign up for a free API key on https://www.ip2location.io/sign-up Learn more about authenticating your IP2Location IO account in Zapier. About IP2Location IO's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid IP2Location IO plan required? No View IP2Location IO's plans. Are any special account permissions required? No Are there usage limits? Yes Free plan allows 30,000 queries per month. Learn more about IP2Location IO's usage limits. Are there pagination limits? No Do trigger samples use real data from your account or generic data? Not applicable Are custom fields supported? No Do update actions overwrite or append to existing data? Not applicable Is there any additional info? No Find additional info about using IP2Location IO in Zapier.

IP2Location IO uses API keys to authenticate your account on Zapier. ### Required authentication fields * API key ### Optional authentication fields * None ### Additional authentication instructions You can find your API key on the Dashboard page https://www.ip2location.io/dashboard within your account. You can sign up for a free API key on https://www.ip2location.io/sign-up Learn more about [authenticating your IP2Location IO account](https://platform.zapier.com/docs/auth) in Zapier. ## About IP2Location IO's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid IP2Location IO plan required? | No | View IP2Location IO's [plans](https://www.ip2location.io/pricing). | | Are any special account permissions required? | No | | | Are there usage limits? | Yes | Free plan allows 30,000 queries per month. <br>Learn more about IP2Location IO's [usage limits](https://www.ip2location.io/pricing). | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Not applicable | | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Not applicable | | | Is there any additional info? | No | Find additional info about using IP2Location IO in Zapier. |

https://help.zapier.com/hc/en-us/articles/15501891541133-How-to-get-started-with-IP2Location-IO-on-Zapier

Note This information was accurate at the time of publication. Please check out the latest product release notes for any updates or changes. Hey Zapier users! We're excited to introduce a new feature to help you work with AI large language models (LLM) and large data sets more efficiently: Formatter's Split Text into Chunks for AI Prompts transform. Use it in your Zaps when dealing with large data sets like documents or website pages. It intelligently breaks your input into chunks based on input data, model type, prompt, and response size. Then, you can run each chunk separately in your Zap to avoid hitting token limits. This feature makes it easier than ever to handle large data sets in your Zaps, giving you more control and flexibility. Give it a try and see how it streamlines your workflows! Learn more about using Split Text into Chunks for AI Prompts. Related to: Beta Feature

 Note This information was accurate at the time of publication. Please check out the latest [product release notes](https://help.zapier.com/hc/en-us/categories/13951101412877-Product-updates) for any updates or changes. Hey Zapier users! We're excited to introduce a new feature to help you work with AI large language models (LLM) and large data sets more efficiently: Formatter's _Split Text into Chunks for AI Prompts_ transform. Use it in your Zaps when dealing with large data sets like documents or website pages. It intelligently breaks your input into chunks based on input data, model type, prompt, and response size.  Then, you can run each chunk separately in your Zap to avoid hitting token limits. This feature makes it easier than ever to handle large data sets in your Zaps, giving you more control and flexibility. Give it a try and see how it streamlines your workflows! Learn more about using [Split Text into Chunks for AI Prompts](https://help.zapier.com/hc/en-us/articles/15406374106765). #### Related to: * [Beta Feature](https://help.zapier.com/hc/en-us/search?content_tags=01GW2GMBHGXSBV0YXVXNB5E3E0&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/15506169096845-Use-Formatter-s-newest-transform-to-avoid-token-limits-when-using-large-data-sets-with-AI-Beta

Note This information was accurate at the time of publication. Please check out the latest product release notes for any updates or changes. Managing invoices can be a challenge for any team, but we've made an update to your Zapier account that will help you manage your Zapier invoices so you can focus on what matters - automating your work. It is now possible to input your country to tax residency and your Tax ID, such as VAT, GST, and HST, in your Zapier invoices, all in separate fields under the Invoice information section. When you provide your tax information, it will automatically be applied to all past and future invoices in your Zapier billing history. We hope this adjustment makes it easier for you to use your invoices for tax credit and accounting purposes. Need to do some housekeeping on your Zapier billing? Learn how to update your billing information. Related to: Company Plans Team Plans Professional Plans Starter Plans

 Note This information was accurate at the time of publication. Please check out the latest [product release notes](https://help.zapier.com/hc/en-us/categories/13951101412877-Product-updates) for any updates or changes. Managing invoices can be a challenge for any team, but we've made an update to your Zapier account that will help you manage your Zapier invoices so you can focus on what matters - automating your work. It is now possible to input your country to tax residency and your Tax ID, such as VAT, GST, and HST, in your Zapier invoices, all in separate fields under the [Invoice information](https://zapier.com/app/settings/billing) section. When you provide your tax information, it will automatically be applied to all past and future invoices in your Zapier billing history. We hope this adjustment makes it easier for you to use your invoices for tax credit and accounting purposes. Need to do some housekeeping on your Zapier billing? Learn [how to update your billing information](https://help.zapier.com/hc/en-us/articles/8496294350093-Update-your-billing-information). #### Related to: * [Company Plans](https://help.zapier.com/hc/en-us/search?content_tags=01GW2G8XJKXHPX4RQD6J4VABWB&utf8=%E2%9C%93 "Search results") * [Team Plans](https://help.zapier.com/hc/en-us/search?content_tags=01GW2G932VR5WXAZKE1876Z3KW&utf8=%E2%9C%93 "Search results") * [Professional Plans](https://help.zapier.com/hc/en-us/search?content_tags=01GW2GJSZ4MREFN1MSVX8R0AAM&utf8=%E2%9C%93 "Search results") * [Starter Plans](https://help.zapier.com/hc/en-us/search?content_tags=01GW2GJYR5ENP3E2NMPDNAN67H&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/15036393994125-Simplify-your-Zapier-invoice-management-with-Tax-IDs

Note This information was accurate at the time of publication. Please check out the latest product release notes for any updates or changes. A new payment option is now available for customers on our latest Team and Company plans. Now, when paying annually, you can request invoicing! To take advantage of this feature: Make sure you're on a current Team or Company plan. Visit the Pay by invoice page and submit the form. Currently, invoicing is only available in US Dollars. Once you fill out the form, our team will review your account's eligibility and contact you in a few days to get you set up. Invoicing not right for you? Learn about other payment methods available at Zapier. Related to: Company Plans Team Plans

 Note This information was accurate at the time of publication. Please check out the latest [product release notes](https://help.zapier.com/hc/en-us/categories/13951101412877-Product-updates) for any updates or changes. A new payment option is now available for customers on our latest Team and Company plans. Now, when paying annually, you can request invoicing! To take advantage of this feature: * Make sure you're on a current Team or Company plan. * Visit the [Pay by invoice](https://zapier.com/l/pay-by-invoice) page and submit the form. Currently, invoicing is only available in US Dollars. Once you fill out the form, our team will review your account's eligibility and contact you in a few days to get you set up. Invoicing not right for you? Learn about other [payment methods](https://help.zapier.com/hc/en-us/articles/8496292353037-How-to-pay-for-your-Zapier-account) available at Zapier. #### Related to: * [Company Plans](https://help.zapier.com/hc/en-us/search?content_tags=01GW2G8XJKXHPX4RQD6J4VABWB&utf8=%E2%9C%93 "Search results") * [Team Plans](https://help.zapier.com/hc/en-us/search?content_tags=01GW2G932VR5WXAZKE1876Z3KW&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/15508173011213-Team-and-Company-plans-can-now-pay-by-invoice

Taktikal uses API keys to authenticate your account on Zapier. Required authentication fields Environment Company Key API Key Webhook Signature Key Additional authentication instructions Log into app-dev.taktikal.com (or .is) for development or log into app.taktikal.com (or .is) for production. Go to your settings > access-keys to get all keys needed Learn more about authenticating your Taktikal account in Zapier. About Taktikal's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Taktikal plan required? Yes You need to be on the Taktikal Business plan. View Taktikal's plans. Are any special account permissions required? No Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? Generic trigger samples Learn more about Taktikal's trigger samples. Are custom fields supported? Yes All custom fields are returned in the Meta object provided with the webhook Learn more about Taktikal's custom fields. Do update actions overwrite or append to existing data? Append to existing data Is there any additional info? No

Taktikal uses API keys to authenticate your account on Zapier. ### Required authentication fields * Environment * Company Key * API Key * Webhook Signature Key ### Additional authentication instructions 1. Log into app-dev.taktikal.com (or .is) for development or log into app.taktikal.com (or .is) for production. 2. Go to your settings > access-keys to get all keys needed Learn more about [authenticating your Taktikal account](https://platform.zapier.com/docs/auth) in Zapier. ## About Taktikal's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Taktikal plan required? | Yes | You need to be on the Taktikal Business plan. View Taktikal's [plans](https://taktikal.is/verd). | | Are any special account permissions required? | No | | | Are there usage limits? | No | | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Generic trigger samples | Learn more about Taktikal's [trigger samples](https://docs.taktikal.com/docs/api/webhooks). | | Are custom fields supported? | Yes | All custom fields are returned in the Meta object provided with the webhook <br>Learn more about Taktikal's [custom fields](https://docs.taktikal.com/docs/api/webhooks). | | Do update actions overwrite or append to existing data? | Append to existing data | | | Is there any additional info? | No | |

https://help.zapier.com/hc/en-us/articles/15511301015437-How-to-get-started-with-Taktikal-on-Zapier

Connect to Tremendous on Zapier Tremendous uses OAuth to authenticate your account on Zapier. Log into Tremendous to authenticate. Grant Zapier permission to access your account if prompted to. Learn more about authenticating your Tremendous account in Zapier. About Tremendous's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Tremendous plan required? No Are any special account permissions required? Yes You need to be an Admin. Learn more about Tremendous'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 Note: Testing triggers a real reward that will be waiting for approval. Tremendous recommends, when testing triggers, to temporarily change the email field to your own or another test email for the test. Are custom fields supported? No Do update actions overwrite or append to existing data? Not applicable Is there any additional info? Yes Find additional info about using Tremendous in Zapier.

## Connect to Tremendous on Zapier Tremendous uses OAuth to authenticate your account on Zapier. * Log into Tremendous to authenticate. * Grant Zapier permission to access your account if prompted to. Learn more about [authenticating your Tremendous account](https://platform.zapier.com/docs/auth) in Zapier. ## About Tremendous's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Tremendous plan required? | No | | | Are any special account permissions required? | Yes | You need to be an Admin. Learn more about Tremendous's [account permissions](https://help.tremendous.com/en/articles/member-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 | Note: Testing triggers a real reward that will be waiting for approval. Tremendous recommends, when testing triggers, to temporarily change the email field to your own or another test email for the test. | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Not applicable | | | Is there any additional info? | Yes | Find additional info about [using Tremendous](https://help.tremendous.com/en/articles/zapier-integration) in Zapier. |

https://help.zapier.com/hc/en-us/articles/15812666054797-How-to-get-started-with-Tremendous-on-Zapier

Anchor uses API keys to authenticate your account on Zapier. Required authentication fields Only API Optional authentication fields None Additional authentication instructions Visit https://my.anchor.sh/home/integrations. Click Connect. Copy API key. Learn more about authenticating your Anchor account in Zapier. About Anchor's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Learn more about Anchor's supported accounts. Is a paid Anchor plan required? No View Anchor's plans. Are any special account permissions required? No Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? Generic trigger samples Learn more about Anchor's trigger samples. Are custom fields supported? No Do update actions overwrite or append to existing data? Not applicable Is there any additional info? No Find additional info about using Anchor in Zapier.

Anchor uses API keys to authenticate your account on Zapier. ### Required authentication fields * Only API ### Optional authentication fields * None ### Additional authentication instructions 1. Visit [https://my.anchor.sh/home/integrations](https://my.anchor.sh/home/integrations). 2. Click **Connect**. 3. Copy API key. Learn more about [authenticating your Anchor account](https://platform.zapier.com/docs/auth) in Zapier. ## About Anchor's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | Learn more about Anchor's [supported accounts](http://help.sayanchor.com/en/articles/7201961-how-to-connect-zapier-to-anchor). | | Is a paid Anchor plan required? | No | View Anchor's [plans](https://www.sayanchor.com/pricing). | | Are any special account permissions required? | No | | | Are there usage limits? | No | | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Generic trigger samples | Learn more about Anchor's [trigger samples](http://help.sayanchor.com/en/articles/7833601-what-anchor-zaps-can-i-create). | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Not applicable | | | Is there any additional info? | No | Find additional info about [using Anchor](http://help.sayanchor.com/en/collections/3795369-integrations) in Zapier. |

https://help.zapier.com/hc/en-us/articles/15556809977357-How-to-get-started-with-Anchor-on-Zapier

Connect to Cloudpress on Zapier Cloudpress uses API keys to authenticate your account on Zapier. Required authentication fields Personal Access Token Additional authentication instructions Log in to your Cloudpress account. Click your user name and avatar in the bottom left corner of the screen. Select User Profile. Click the API Token tab. Copy your personal access token to the clipboard. Learn more about authenticating your Cloudpress account in Zapier. About Cloudpress's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Cloudpress plan required? Yes You must be on any paid subscription plan. If you try and use the Cloudpress Zapier integration without an active subscription, you'll get an HTTP status 403 error. View Cloudpress's plans. Are any special account permissions required? No Are there usage limits? Yes The Solo subscription only allows 50 exports per month. The Pro and Agency subscriptions allow unlimited exports per month. Learn more about Cloudpress's 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? No Do update actions overwrite or append to existing data? Overwrite existing data When re-exporting content to your CMS, Cloudpress will update previously exported content. Learn more about Cloudpress's update actions. Is there any additional info? No

## Connect to Cloudpress on Zapier Cloudpress uses API keys to authenticate your account on Zapier. ### Required authentication fields * Personal Access Token ### Additional authentication instructions 1. Log in to your **Cloudpress account**. 2. Click your **user name and avatar** in the bottom left corner of the screen. 3. Select **User Profile.** 4. Click the **API Token** tab. 5. Copy your **personal access token** to the clipboard. Learn more about [authenticating your Cloudpress account](https://platform.zapier.com/docs/auth) in Zapier. ## About Cloudpress's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Cloudpress plan required? | Yes | You must be on any paid subscription plan. If you try and use the Cloudpress Zapier integration without an active subscription, you'll get an HTTP status 403 error. <br>View Cloudpress's [plans](https://www.usecloudpress.com/pricing). | | Are any special account permissions required? | No | | | Are there usage limits? | Yes | The Solo subscription only allows 50 exports per month. The Pro and Agency subscriptions allow unlimited exports per month. <br>Learn more about Cloudpress's [usage limits](https://www.usecloudpress.com/docs/reference/manage-cloudpress-account/billing-and-usage). | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Real trigger samples | | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Overwrite existing data | When re-exporting content to your CMS, Cloudpress will update previously exported content. <br>Learn more about Cloudpress's [update actions](https://www.usecloudpress.com/docs/reference/export/introduction). | | Is there any additional info? | No | |

https://help.zapier.com/hc/en-us/articles/16079995942413-How-to-get-started-with-Cloudpress-on-Zapier

Connect to Perdoo on Zapier Perdoo uses API keys to authenticate your account on Zapier. Required authentication fields API Token Additional authentication instructions Go to your Perdoo personal settings. Go to the API Tokens tab. In the Token name field, add a name (e.g. Zapier). Click Generate. Copy the API Token. Learn more about authenticating your Perdoo account in Zapier. About Perdoo's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Perdoo plan required? No All of Perdoo's plans include the Zapier integration. View Perdoo's plans. Are any special account permissions required? No Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? 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? No Find additional info about using Perdoo in Zapier.

## Connect to Perdoo on Zapier Perdoo uses API keys to authenticate your account on Zapier. ### Required authentication fields * API Token ### Additional authentication instructions 1. Go to your Perdoo personal settings. 2. Go to the **API Tokens** tab. 3. In the _Token name_ field, add a **name** (e.g. Zapier). 4. Click **Generate**. 5. Copy the **API Token**. Learn more about [authenticating your Perdoo account](https://platform.zapier.com/docs/auth) in Zapier. ## About Perdoo's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Perdoo plan required? | No | All of Perdoo's plans include the Zapier integration. View Perdoo's [plans](http://perdoo.com/pricing). | | 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? | No | Find additional info about using Perdoo in Zapier. |

https://help.zapier.com/hc/en-us/articles/15837395301389-How-to-get-started-with-Perdoo-on-Zapier

Connect to Flow Forms on Zapier Flow Forms uses API keys to authenticate your account on Zapier. Required authentication fields Domain Token Optional authentication fields None Additional authentication instructions Log in to your Flow Forms account. Click your username in the top right corner of the screen. Select Profile from the dropdown menu. Scroll down until you see the API Tokens section. Give your token a name. Click Generate New Token. The token will be displayed once, so make sure to copy it to a safe place. Learn more about authenticating your Flow Forms account in Zapier. About Flow Forms's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Flow Forms plan required? Yes Any plan is able to access, no restrictions View Flow Forms's plans. Are any special account permissions required? No Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? Real trigger samples Are custom fields supported? Yes The entire form is a custom field, each element can be used inside of Zapier Do update actions overwrite or append to existing data? Not applicable Is there any additional info? No Find additional info about using Flow Forms in Zapier.

## Connect to Flow Forms on Zapier Flow Forms uses API keys to authenticate your account on Zapier. ### Required authentication fields * Domain * Token ### Optional authentication fields * None ### Additional authentication instructions 1. Log in to your Flow Forms account.  2. Click your **username** in the top right corner of the screen. 3. Select **Profile** from the dropdown menu. 4. Scroll down until you see the _API Tokens_ section. 5. Give your token a name. 6. Click **Generate New Token**. The token will be displayed once, so make sure to copy it to a safe place. Learn more about [authenticating your Flow Forms account](https://platform.zapier.com/docs/auth) in Zapier. ## About Flow Forms's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Flow Forms plan required? | Yes | Any plan is able to access, no restrictions <br>View Flow Forms's [plans](https://ff.flowforms.io/form/connect-with-flow-forms). | | Are any special account permissions required? | No | | | Are there usage limits? | No | | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Real trigger samples | | | Are custom fields supported? | Yes | The entire form is a custom field, each element can be used inside of Zapier | | Do update actions overwrite or append to existing data? | Not applicable | | | Is there any additional info? | No | Find additional info about [using Flow Forms](https://help.flowforms.io/article/26-api) in Zapier. |

https://help.zapier.com/hc/en-us/articles/15926116789901-How-to-get-started-with-Flow-Forms-on-Zapier

Connect to Edworking on Zapier Edworking uses session authentication to authenticate your account on Zapier. Required authentication fields Email Password Optional authentication fields None Additional authentication instructions None Learn more about authenticating your Edworking account in Zapier. About Edworking's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Edworking plan required? No View Edworking's plans. Are any special account permissions required? No Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? Real trigger samples Are custom fields supported? Yes Do update actions overwrite or append to existing data? Append to existing data Is there any additional info? No

## Connect to Edworking on Zapier Edworking uses session authentication to authenticate your account on Zapier. ### Required authentication fields * Email * Password ### Optional authentication fields * None ### Additional authentication instructions * None Learn more about [authenticating your Edworking account](https://platform.zapier.com/docs/auth) in Zapier. ## About Edworking's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Edworking plan required? | No | View Edworking's [plans](https://www.edworking.com/pricing). | | Are any special account permissions required? | No | | | Are there usage limits? | No | | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Real trigger samples | | | Are custom fields supported? | Yes | | | Do update actions overwrite or append to existing data? | Append to existing data | | | Is there any additional info? | No | |

https://help.zapier.com/hc/en-us/articles/16252137863053-How-to-get-started-with-Edworking-on-Zapier

In Zapier Interfaces, you can add components to your pages. Components allow you to add different types of functionalities to an Interfaces page. Form The form component allows you to collect user information and store it in Zapier Tables. You can also send the information to other apps with a Zap. Learn more about forms in Zapier Interfaces. Text A text component allows you to add text to any space in the interface. You can use Markdown to style the contents of the text component. You can also use information from a previous page to customize your component. Learn more about using form data within a text component. Table Table components allow you to display structured information that can be searched, filtered, and updated. All Tables are stored on Zapier Tables. You must select an existing table from your Zapier Tables account. You can change the title that is displayed on the interface and can decide if you want to allow visitors to add new records to the table or edit and delete existing ones. Note You can select any tables you own or have been given "Builder" permission to. Learn more about Zapier Tables permissions. Kanban Kanban components are based on Zapier Tables and help track the progress of projects based on statuses. Note Tables must contain one dropdown field to be used in Kanban components. Link cards Create a collection of links for your visitors. Each card is composed of a link and description. You can also add an emoji to differentiate the cards visually. Chatbot You can add Zapier Chatbots to your interface to create a custom chat experience for your visitors. Learn more about Zapier Chatbots. Divider A horizontal line that helps separate and organize content on the page. You can change the padding and the width of the line. Media Add images, videos, or your business logo to an interface. Images You can upload the image or paste an URL and change the height, width, alignment, and how it aligns with other page contents. The maximum file size is 10MB. Video You can change the width and alignment of the video. Currently, this component only supports YouTube links. Logo If you have an Interfaces Premium account, you can display your logo on the page.

In [Zapier Interfaces](https://interfaces.zapier.com/), you can add components to your pages. Components allow you to add different types of functionalities to an Interfaces page.  ## Form The form component allows you to collect user information and store it in Zapier Tables. You can also send the information to other apps with a Zap. Learn more about [forms in Zapier Interfaces](https://help.zapier.com/hc/en-us/articles/15927500577037). ## Text A text component allows you to add text to any space in the interface. You can use Markdown to style the contents of the text component. You can also use information from a previous page to customize your component. Learn more about [using form data within a text component](https://help.zapier.com/hc/en-us/articles/18365550909837-Personalize-text-components-with-user-details). ## Table Table components allow you to display structured information that can be searched, filtered, and updated. All Tables are stored on [Zapier Tables](https://help.zapier.com/hc/en-us/articles/9804340895245-Store-data-with-Zapier-Tables).  You must select an existing table from your Zapier Tables account. You can change the title that is displayed on the interface and can decide if you want to allow visitors to add new records to the table or edit and delete existing ones. Note You can select any tables you own or have been given "Builder" permission to. Learn more about Zapier Tables permissions. ## Kanban Kanban components are based on Zapier Tables and help track the progress of projects based on statuses.   Note Tables must contain one dropdown field to be used in Kanban components. ## Link cards Create a collection of links for your visitors. Each card is composed of a link and description. You can also add an emoji to differentiate the cards visually. ## Chatbot You can add Zapier Chatbots to your interface to create a custom chat experience for your visitors. Learn more about [Zapier Chatbots](https://help.zapier.com/hc/en-us/articles/21959444384013). ## Divider A horizontal line that helps separate and organize content on the page. You can change the padding and the width of the line. ## Media Add images, videos, or your [business logo](https://help.zapier.com/hc/en-us/articles/15932034572685) to an interface.  ### Images You can upload the image or paste an URL and change the height, width, alignment, and how it aligns with other page contents. The maximum file size is 10MB.  ### Video You can change the width and alignment of the video. Currently, this component only supports YouTube links. ### Logo If you have an Interfaces Premium account, you can display [your logo](https://help.zapier.com/hc/en-us/articles/15932034572685) on the page.

https://help.zapier.com/hc/en-us/articles/15930394291341-Types-of-components-in-Zapier-Interfaces

Connect to ScreenshotOne on Zapier ScreenshotOne uses API keys to authenticate your account on Zapier. Required authentication fields API key. Optional authentication fields None. Additional authentication instructions Log into your ScreenshotOne app account. Click "Access" in the sidebar. Copy the API key to your clipboard. Learn more about authenticating your ScreenshotOne account in Zapier. About ScreenshotOne's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid ScreenshotOne plan required? No View ScreenshotOne's plans. Are any special account permissions required? No Are there usage limits? Yes ScreenshotOne imposes two limitations on using API: The number of monthly screenshots. Concurrent requests per minute. Both are defined by the user's plan. The screenshot monthly limit can be bypassed by charging extra if there is a need. Are there pagination limits? No Do trigger samples use real data from your account or generic data? Not applicable Are custom fields supported? No Do update actions overwrite or append to existing data? Not applicable Is there any additional info? No

## Connect to ScreenshotOne on Zapier ScreenshotOne uses API keys to authenticate your account on Zapier. ### Required authentication fields * API key. ### Optional authentication fields * None. ### Additional authentication instructions 1. Log into your [ScreenshotOne app account](https://app.screenshotone.com/). Click "Access" in the sidebar. Copy the API key to your clipboard. Learn more about [authenticating your ScreenshotOne account](https://platform.zapier.com/docs/auth) in Zapier. ## About ScreenshotOne's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid ScreenshotOne plan required? | No | View ScreenshotOne's [plans](https://screenshotone.com/pricing/). | | Are any special account permissions required? | No | | | Are there usage limits? | Yes | ScreenshotOne imposes two limitations on using API:<br><br>* The number of monthly screenshots.<br>* Concurrent requests per minute.<br><br>Both are defined by the user's plan. The screenshot monthly limit can be bypassed by [charging extra](https://screenshotone.com/docs/charging-extra/) if there is a need. | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Not applicable | | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Not applicable | | | Is there any additional info? | No | |

https://help.zapier.com/hc/en-us/articles/16307799273613-How-to-get-started-with-ScreenshotOne-on-Zapier

Note This information was accurate at the time of publication. Please check out the latest product release notes for any updates or changes. With thousands of app integrations on Zapier, many automations are possible right out of the box. But sometimes you need an action that isn't available for a Zapier app yet. Now, we're getting you closer to having all the actions you need with App Extensions. App Extensions is available for select apps, and is an advanced beta feature that will allow you to build custom actions using HTTP requests based on the app's public API. If you are on a Team or Company plan, the App Extensions you create will be available to your teammates as well, allowing your teammates to benefit from what you have built. Want to get started creating your custom Zapier actions? Visit the Zapier Help Center to learn more about creating and using App Extensions. Related to: Beta Feature

 Note This information was accurate at the time of publication. Please check out the latest [product release notes](https://help.zapier.com/hc/en-us/categories/13951101412877-Product-updates) for any updates or changes. With thousands of app integrations on Zapier, many automations are possible right out of the box. But sometimes you need an action that _isn't_ available for a Zapier app yet. Now, we're getting you closer to having all the actions you need with App Extensions. App Extensions is [available for select apps](https://help.zapier.com/hc/en-us/articles/16276574838925-App-Extensions-in-Zapier#h_01H1RMZA70847RSQ0NHATGGV6V), and is an advanced beta feature that will allow you to **build custom actions using HTTP requests** based on the app's public API. If you are on a Team or Company plan, the App Extensions you create will be available to your teammates as well, allowing your teammates to benefit from what you have built.  Want to get started creating your custom Zapier actions? Visit the Zapier Help Center to learn more about creating and using [App Extensions.](https://help.zapier.com/hc/en-us/articles/16276574838925) #### Related to: * [Beta Feature](https://help.zapier.com/hc/en-us/search?content_tags=01GW2GMBHGXSBV0YXVXNB5E3E0&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/16277767522829-Create-new-Zapier-actions-with-App-Extensions-Beta

Connect to Insurgo on Zapier Insurgo uses API keys to authenticate your account on Zapier. Required authentication fields Subdomain at Insurgo. That's the part before .insurgo.cloud in your browser address bar. Insurgo's login email address. API token. Optional authentication fields None. Additional authentication instructions Log into your Insurgo account. Click your name on the top right an select Profile. On Settings page, scroll down and select API. Use an existing API token or create a new one using the plus button. Learn more about authenticating your Insurgo account in Zapier. About Insurgo's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Insurgo plan required? Yes The account must have a 'Postfach Plus' subscription and the Zapier feature needs to be initially activated by contacting the Insurgo support. View Insurgo's plans. Are any special account permissions required? No Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? Real trigger samples Are custom fields supported? No Do update actions overwrite or append to existing data? Overwrite existing data Is there any additional info? No

## Connect to Insurgo on Zapier Insurgo uses API keys to authenticate your account on Zapier. ### Required authentication fields * Subdomain at Insurgo. That's the part before .insurgo.cloud in your browser address bar. * Insurgo's login email address. * API token. ### Optional authentication fields * None. ### Additional authentication instructions 1. Log into your Insurgo account. 2. Click your name on the top right an select **Profile**. 3. On Settings page, scroll down and select **API**. 4. Use an existing API token or create a new one using the plus button. Learn more about [authenticating your Insurgo account](https://platform.zapier.com/docs/auth) in Zapier. ## About Insurgo's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Insurgo plan required? | Yes | The account must have a 'Postfach Plus' subscription and the Zapier feature needs to be initially activated by contacting the Insurgo support. <br>View Insurgo's [plans](https://www.insurgo.de/preise). | | Are any special account permissions required? | No | | | Are there usage limits? | No | | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Real trigger samples | | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Overwrite existing data | | | Is there any additional info? | No | |

https://help.zapier.com/hc/en-us/articles/16346627518093-How-to-get-started-with-Insurgo-on-Zapier

You can document key information about each step in your Zap as a reminder to yourself and to help you better collaborate with your teammates. You can document information about each step in your Zap. Create step notes to: Help you understand how and why you’ve built each step. Collaborate with your teammates by providing context for your Zap setup. Help you revise and troubleshoot your Zaps. Add a note to your Zap: You can add a note to your Zap to describe your complete workflow. Create a Zap note In the editor, click Edit Zap. Click the note icon in the right sidebar. In the expanded right sidebar, you can either: Manually enter a note in the Zap notes input box. Click Generate with AI above the Zap notes input box to automatically create a Zap note. Publish the Zap to save your note. Edit a Zap note In the editor, click Edit Zap. Click the filled note icon in the right sidebar. In the expanded right sidebar, you can either: Click the Zap notes input box, then manually edit the note. Click Regenerate with AI above the Zap notes input box to automatically create a new Zap note. A dialog box will appear so you can compare the newly generated note to the previous note. Publish the Zap to save your note. Delete a Zap note In the editor, click Edit Zap. Click the note icon in the right sidebar. In the expanded right sidebar, click the Zap notes input box. Delete the content of the note. Publish the Zap to finish deleting the note. Add notes to your Zap steps You can add notes to each Zap step to describe the specific setup for that step. Create a step note In the editor, you can either: Click the note icon in a step header to expand the right sidebar and open the step note for that step. Click the note icon in the right sidebar to expand it. Click + Add a note. In the dropdown menu, select a step. In the note field, enter a note. In the expanded right sidebar, you can either: Manually enter a note in the Zap notes input box. Click Generate with AI above the Zap notes input box to automatically create a Zap note. Publish the Zap to save your note. Edit a step note In the editor, you can either: Click the filled note icon in a step header to expand the right sidebar and open the existing step note for that step. Click the note icon in the right sidebar to expand it. In the Step notes section of the expanded right sidebar, click the down arrow next to the step note you want to edit. In the note field, edit the note. Publish the Zap to save your note. Delete a step note In the editor, you can either: Click the filled note icon in a step header to expand the right sidebar and open the existing step note for that step. Click the note icon in the right sidebar to expand it. In the Step notes section of the expanded right sidebar, click the down arrow next to the step note you want to delete. In the input box, delete the content of the note. Publish the Zap to finish deleting the note. Limitations If you're a member of a Zapier Enterprise account and your account admins or owners enabled publishing restrictions, you must request their approval before you can add notes to your Zap. The saved note will only exist in the Zap draft. You must publish the Zap to view the note in the published Zap. You can enter up to 5000 characters in a Zap note. 500 characters in a step note. The Notes section in the right sidebar only displays steps that have notes. You must agree to Zapier’s AI Supplementary Terms to use AI features like Generate with AI.

You can document key information about each step in your Zap as a reminder to yourself and to help you better collaborate with your teammates. You can document information about each step in your Zap. Create step notes to: * Help you understand how and why you’ve built each step.  * Collaborate with your teammates by providing context for your Zap setup. * Help you revise and troubleshoot your Zaps. ## Add a note to your Zap: You can add a note to your Zap to describe your complete workflow. ### Create a Zap note * In the editor, click **Edit Zap**. * Click the **note icon** in the right sidebar. * In the expanded right sidebar, you can either: * Manually enter a **note** in the _Zap notes_ input box. * Click **Generate with AI** above the _Zap notes_ input box to automatically create a Zap note. * Publish the Zap to save your note. ### Edit a Zap note * In the editor, click **Edit Zap**. * Click the **filled note icon** in the right sidebar. * In the expanded right sidebar, you can either: * Click the **Zap notes input box**, then manually edit the **note**. * Click **Regenerate with AI** above the _Zap notes_ input box to automatically create a new Zap note. * A dialog box will appear so you can compare the newly generated note to the previous note. * Publish the Zap to save your note. ### Delete a Zap note * In the editor, click **Edit Zap**. * Click the **note icon** in the right sidebar. * In the expanded right sidebar, click the **Zap notes input box**. * Delete the **content of the note**. * Publish the Zap to finish deleting the note. ## Add notes to your Zap steps You can add notes to each Zap step to describe the specific setup for that step.  ### Create a step note * In the editor, you can either: * Click the **note icon** in a step header to expand the right sidebar and open the step note for that step. * Click the **note icon** in the right sidebar to expand it. * Click **\+ Add a note**. * In the dropdown menu, select a **step**. * In the note field, enter a **note**. * In the expanded right sidebar, you can either: * Manually enter a **note** in the _Zap notes_ input box. * Click **Generate with AI** above the _Zap notes_ input box to automatically create a Zap note. * Publish the Zap to save your note. ### Edit a step note * In the editor, you can either: * Click the **filled note icon** in a step header to expand the right sidebar and open the existing step note for that step. * Click the **note icon** in the right sidebar to expand it. * In the _Step notes_ section of the expanded right sidebar, click the **down arrow** next to the step note you want to edit. * In the note field, edit the **note**. * Publish the Zap to save your note. ### Delete a step note * In the editor, you can either: * Click the **filled note icon** in a step header to expand the right sidebar and open the existing step note for that step. * Click the **note icon** in the right sidebar to expand it. * In the _Step notes_ section of the expanded right sidebar, click the **down arrow** next to the step note you want to delete. * In the input box, delete the **content of the note**. * Publish the Zap to finish deleting the note. ## Limitations * If you're a member of a [Zapier Enterprise account](https://zapier.com/app/billing/plans) and your account admins or owners enabled [publishing restrictions](https://help.zapier.com/hc/en-us/articles/21705940108941), you must request their approval before you can add notes to your Zap. * The saved note will only exist in the [Zap draft](https://help.zapier.com/hc/en-us/articles/8496260938125). You must publish the Zap to view the note in the published Zap. * You can enter up to * 5000 characters in a Zap note. * 500 characters in a step note. * The Notes section in the right sidebar only displays steps that have notes. * You must agree to Zapier’s [AI Supplementary Terms](https://zapier.com/legal/ai-supplementary-terms) to use AI features like Generate with AI.

https://help.zapier.com/hc/en-us/articles/16791272000525-Add-notes-to-your-Zaps

Connect to AssemblyAI on Zapier AssemblyAI uses API keys to authenticate your account on Zapier. Required authentication fields API Key Learn more about authenticating your AssemblyAI account in Zapier. About AssemblyAI's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid AssemblyAI plan required? Yes View AssemblyAI's plans. Are any special account permissions required? No Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? Not applicable Are custom fields supported? No Do update actions overwrite or append to existing data? Not applicable Is there any additional info? No Related to: AI-powered

## Connect to AssemblyAI on Zapier AssemblyAI uses API keys to authenticate your account on Zapier. ### Required authentication fields * API Key Learn more about [authenticating your AssemblyAI account](https://platform.zapier.com/docs/auth) in Zapier. ## About AssemblyAI's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid AssemblyAI plan required? | Yes | View AssemblyAI's [plans](https://www.assemblyai.com/pricing). | | Are any special account permissions required? | No | | | Are there usage limits? | No | | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Not applicable | | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Not applicable | | | Is there any additional info? | No | | #### Related to: * [AI-powered](https://help.zapier.com/hc/en-us/search?content_tags=01H05P2KJ9HF0KA1HX7Z2C96KD&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/16411509681933-How-to-get-started-with-AssemblyAI-on-Zapier

Connect to Xata on Zapier Xata uses API keys to authenticate your account on Zapier. Required authentication fields Xata API Key Database endpoint: You can copy the Database Endpoint from the Xata Web UI in the Settings page of your Database. Optional authentication fields Branch: Defaults to main which is the default branch name all databases start with. Additional branches can be created. The main branch can be deleted. Additional authentication instructions You can create new API keys in your Xata account settings page. Learn more about authenticating your Xata account in Zapier. About Xata's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Learn more about Xata's supported accounts. Is a paid Xata plan required? No View Xata's plans. Are any special account permissions required? No Are there usage limits? Yes The Xata Free plan allows 75 requests per second, 750.000 records or 15GB data size in store. These are the equivalent of 3 Xata units. Additional Xata units can be bought in increments of 1, each granting an additional 25 requests per second, 250.000 records or 5GB data size in store. In case any of the usage limits are reached, the error HTTP 429 is returned. Learn more about Xata's usage limits. Are there pagination limits? Yes Learn more about Xata's pagination limits. Do trigger samples use real data from your account or generic data? Not applicable Are custom fields supported? Yes Learn more about Xata's custom fields. Do update actions overwrite or append to existing data? Overwrite existing data Learn more about Xata's update actions. Is there any additional info? No Find additional info about using Xata in Zapier.

## Connect to Xata on Zapier Xata uses API keys to authenticate your account on Zapier. ### Required authentication fields * Xata API Key Database endpoint: * You can copy the Database Endpoint from the Xata Web UI in the Settings page of your Database. ### Optional authentication fields * Branch: * Defaults to main which is the default branch name all databases start with. * Additional branches can be created. * The main branch can be deleted. ### Additional authentication instructions 1. You can create new API keys in your [Xata account settings page](https://app.xata.io/settings). Learn more about [authenticating your Xata account](https://platform.zapier.com/docs/auth) in Zapier. ## About Xata's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | Learn more about Xata's [supported accounts](https://xata.io/docs/concepts/user-model). | | Is a paid Xata plan required? | No | View Xata's [plans](https://xata.io/pricing). | | Are any special account permissions required? | No | | | Are there usage limits? | Yes | The Xata Free plan allows 75 requests per second, 750.000 records or 15GB data size in store. These are the equivalent of 3 Xata units. Additional Xata units can be bought in increments of 1, each granting an additional 25 requests per second, 250.000 records or 5GB data size in store. In case any of the usage limits are reached, the error HTTP 429 is returned. <br>Learn more about Xata's [usage limits](https://xata.io/docs/rest-api/limits#rate-limits). | | Are there pagination limits? | Yes | Learn more about Xata's [pagination limits](https://xata.io/docs/typescript-client/get#paginating-results). | | Do trigger samples use real data from your account or generic data? | Not applicable | | | Are custom fields supported? | Yes | Learn more about Xata's [custom fields](https://xata.io/docs/concepts/schema). | | Do update actions overwrite or append to existing data? | Overwrite existing data | Learn more about Xata's [update actions](https://xata.io/docs/typescript-client/update). | | Is there any additional info? | No | Find additional info about using Xata in Zapier. |

https://help.zapier.com/hc/en-us/articles/16792499825805-How-to-get-started-with-Xata-on-Zapier

Connect to MoEngage on Zapier MoEngage uses basic authentication to authenticate your account on Zapier. Enter your MoEngage username and password to authenticate. Learn more about authenticating your MoEngage account in Zapier. About MoEngage's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid MoEngage plan required? Yes Data APIs are only available in Growth and Enterprise plans. View MoEngage's plans. Are any special account permissions required? Yes In order to view Data API App ID and App Key, you need to have the View - App configuration permissions for your MoEngage account. Learn more about MoEngage's account permissions. Are there usage limits? Yes Users - 1,000 users per min - A single API request contains one or more user updates. Maintain a rate limit of 1000 user updates per minute. Event - 10,000 events per min - A single API request contains one or more than one event. Maintain a rate limit of 10,000 events per minute. If your requirement exceeds these limits, you can contact MoEngage to increase the limit. Learn more about MoEngage's usage limits. Are there pagination limits? No Do trigger samples use real data from your account or generic data? Not applicable Are custom fields supported? No Do update actions overwrite or append to existing data? Overwrite existing data If the user is found, the update (override) the attributes with the new values. If any attribute isn't found, the attribute will be created. If the user isn't found, MoEngage will create a new user with all the provided attributes. Learn more about MoEngage's update actions. Is there any additional info? Yes Use MoEngage as a trigger Create or Update User Add or Remove User from Cohort (Audience) Import User Event Fetch Campaign Report More information about MoEngage integration.

## Connect to MoEngage on Zapier MoEngage uses basic authentication to authenticate your account on Zapier. Enter your MoEngage username and password to authenticate. Learn more about [authenticating your MoEngage account](https://platform.zapier.com/docs/auth) in Zapier. ## About MoEngage's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid MoEngage plan required? | Yes | Data APIs are only available in Growth and Enterprise plans. View MoEngage's [plans](https://www.moengage.com/plans-and-pricing/). | | Are any special account permissions required? | Yes | In order to view Data API App ID and App Key, you need to have the **View - App configuration** permissions for your MoEngage account. Learn more about MoEngage's [account permissions](https://help.moengage.com/hc/en-us/articles/210855743-Access-Roles). | | Are there usage limits? | Yes | * Users - 1,000 users per min - A single API request contains one or more user updates. Maintain a rate limit of 1000 user updates per minute.<br>* Event - 10,000 events per min - A single API request contains one or more than one event. Maintain a rate limit of 10,000 events per minute.<br><br>If your requirement exceeds these limits, you can contact MoEngage to increase the limit. <br>Learn more about MoEngage's [usage limits](https://developers.moengage.com/hc/en-us/articles/4404674776724-Overview#limits-0-5). | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Not applicable | | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Overwrite existing data | If the user is found, the update (override) the attributes with the new values. If any attribute isn't found, the attribute will be created. <br>If the user isn't found, MoEngage will create a new user with all the provided attributes. <br>Learn more about MoEngage's [update actions](https://developers.moengage.com/hc/en-us/articles/4413167462804-User-). | | Is there any additional info? | Yes | * [Use MoEngage as a trigger](https://partners.moengage.com/hc/en-us/articles/7927155367572-Use-MoEngage-as-a-trigger)<br>* [Create or Update User](https://partners.moengage.com/hc/en-us/articles/7721620375572--Action-Create-or-Update-User)<br>* [Add or Remove User from Cohort (Audience)](https://partners.moengage.com/hc/en-us/articles/7899337092884-Update-cohorts-Audience-)<br>* [Import User Event](https://partners.moengage.com/hc/en-us/articles/7902765377940-Import-User-Event)<br>* [Fetch Campaign Report](https://partners.moengage.com/hc/en-us/articles/7900393750676-Fetch-Campaign-Report)<br>* [More information about MoEngage integration](https://partners.moengage.com/hc/en-us/articles/7542196666388-Overview-). |

https://help.zapier.com/hc/en-us/articles/16411875474445-How-to-get-started-with-MoEngage-on-Zapier

Connect to Chatbotic on Zapier Chatbotic uses API keys to authenticate your account on Zapier. Required authentication fields Zapier API key Additional authentication instructions Log into the Chatbotic app. Click My Profile from the left menu. Copy the Zapier API key to your clipboard. (Optional) To generate the new API key, click Regenerate API Key. Learn more about authenticating your Chatbotic account in Zapier. About Chatbotic's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Chatbotic plan required? Yes Zapier is available to use on all of Chatbotic's paid plans. View Chatbotic's plans. Are any special account permissions required? No Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? 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 Related to: AI-powered

## Connect to Chatbotic on Zapier Chatbotic uses API keys to authenticate your account on Zapier. ### Required authentication fields * Zapier API key ### Additional authentication instructions 1. Log into the [Chatbotic app](https://chatbotic.is-for.us/). 2. Click **My Profile** from the left menu. 3. Copy the **Zapier API key** to your clipboard. 4. (Optional) To generate the new API key, click **Regenerate API Key**. Learn more about [authenticating your Chatbotic account](https://platform.zapier.com/docs/auth) in Zapier. ## About Chatbotic's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Chatbotic plan required? | Yes | Zapier is available to use on all of Chatbotic's paid plans. <br>View Chatbotic's [plans](https://chatbotic.ai/). | | 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? | Not applicable | | | Is there any additional info? | No | | #### Related to: * [AI-powered](https://help.zapier.com/hc/en-us/search?content_tags=01H05P2KJ9HF0KA1HX7Z2C96KD&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/16800499214221-How-to-get-started-with-Chatbotic-on-Zapier

You can use AI-powered troubleshooting from within your Zap run errors to explain the issue and provide step-by-step instructions to resolve it. Beta AI-powered troubleshooting is a beta feature. It’s available for use, but still in active development and may change. Use AI-powered troubleshooting in your Zap run In your Zap history: Click a Zap run that has a Stopped: Errored status to go to its Zap run details page. Find the errored step, then click the Troubleshoot tab. Zapier will use AI to create troubleshooting instructions for you to review. Learn more about how to troubleshoot your Zaps.

You can use AI-powered troubleshooting from within your Zap run errors to explain the issue and provide step-by-step instructions to resolve it. Beta * AI-powered troubleshooting is a beta feature. It’s available for use, but still in active development and may change. ## Use AI-powered troubleshooting in your Zap run In your [Zap history](https://zapier.com/app/history): * Click a Zap run that has a [_Stopped: Errored_ status](https://help.zapier.com/hc/en-us/articles/8496291148685-View-and-manage-your-Zap-history#stopped-0-1) to go to its [Zap run details](https://help.zapier.com/hc/en-us/articles/8496291148685-View-and-manage-your-Zap-history#zap-run-details-0-4) page. * Find the **errored step**, then click the **Troubleshoot** tab. * Zapier will use AI to create troubleshooting instructions for you to review.  Learn more about how to [troubleshoot your Zaps](https://help.zapier.com/hc/en-us/sections/14037787600653).

https://help.zapier.com/hc/en-us/articles/16977917727757-Troubleshoot-your-Zap-run-errors-with-AI-Beta

Connect to My Challenge Creator on Zapier My Challenge Creator uses basic authentication to authenticate your account on Zapier. Enter your My Challenge Creator username and password to authenticate. Learn more about authenticating your My Challenge Creator account in Zapier. About My Challenge Creator's app Are self-hosted or cloud-hosted accounts supported? Both self- and cloud-hosted accounts Is a paid My Challenge Creator plan required? Yes View My Challenge Creator's plans. Are any special account permissions required? Yes 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? No If you attempt to re-register an email in My Challenge Creator, you will see the error "Email has been already registered!"

## Connect to My Challenge Creator on Zapier My Challenge Creator uses basic authentication to authenticate your account on Zapier. Enter your My Challenge Creator username and password to authenticate. Learn more about [authenticating your My Challenge Creator account](https://platform.zapier.com/docs/auth) in Zapier. ## About My Challenge Creator's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Both self- and cloud-hosted accounts | | | Is a paid My Challenge Creator plan required? | Yes | View My Challenge Creator's [plans](https://mychallengecreator.com/pricing/). | | Are any special account permissions required? | Yes | | | 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? | No | If you attempt to re-register an email in My Challenge Creator, you will see the error "Email has been already registered!" |

https://help.zapier.com/hc/en-us/articles/17008440506125-How-to-get-started-with-My-Challenge-Creator-on-Zapier

Connect to B2Chat on Zapier B2Chat uses session authentication to authenticate your account on Zapier. Required authentication fields Username Password Optional authentication fields Connection name Additional authentication instructions Log into your B2chat account. Follow these instructions to create your API keys. Learn more about authenticating your B2Chat account in Zapier. About B2Chat's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid B2Chat plan required? Yes You must have one of the following B2Chat plans: Plan sin WhatsApp Plan Básico con WhatsApp Plan Premiun Con WhatsApp View B2Chat's plans. Are any special account permissions required? No Are there usage limits? Yes B2Chat allows up to 5 requests per second. If you exceed this limit, you'll see the following error: Requests per Second #429 Too many requests - Reached requests per second limit { "trace_id": "055d87a2-4fd7-4685-b304-ea1cef15ebaa", "message": "Too many requests. Max 5 requests per second allowed", "code": 'REACHED_REQUESTS_PER_SECOND_RATE_LIMIT', "seconds_until_next_request": 123.45 } Messaging Limits #429 Too many requests - Reached daily rate limit { "trace_id": "055d87a2-4fd7-4685-b304-ea1cef15ebaa", "message": "Too many requests. Max 5 requests per second allowed", "code": 'REACHED_DAILY_RATE_LIMIT', "seconds_until_next_request": 123.45 } Learn more about B2Chat's usage limits. Are there pagination limits? No Do trigger samples use real data from your account or generic data? Not applicable Are custom fields supported? No Do update actions overwrite or append to existing data? Not applicable Is there any additional info? Yes Learn how to create a template in B2Chat. Then, you can use your templates to: Start a chat. Use mass sending.

## Connect to B2Chat on Zapier B2Chat uses session authentication to authenticate your account on Zapier. ### Required authentication fields * Username * Password ### Optional authentication fields * Connection name ### Additional authentication instructions 1. Log into your [B2chat account](https://app.b2chat.io/login). 2. Follow these [instructions](https://help.b2chat.io/como-acceder-a-los-accesos-del-api) to create your API keys. Learn more about [authenticating your B2Chat account](https://platform.zapier.com/docs/auth) in Zapier. ## About B2Chat's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid B2Chat plan required? | Yes | You must have one of the following B2Chat plans:<br><br>* Plan sin WhatsApp<br>* Plan Básico con WhatsApp<br>* Plan Premiun Con WhatsApp<br><br>View B2Chat's [plans](https://www.b2chat.io/precios/). | | Are any special account permissions required? | No | | | Are there usage limits? | Yes | B2Chat allows up to 5 requests per second. If you exceed this limit, you'll see the following error:<br><br>`Requests per Second #429 Too many requests - Reached requests per second limit { "trace_id": "055d87a2-4fd7-4685-b304-ea1cef15ebaa", "message": "Too many requests. Max 5 requests per second allowed", "code": 'REACHED_REQUESTS_PER_SECOND_RATE_LIMIT', "seconds_until_next_request": 123.45 } Messaging Limits #429 Too many requests - Reached daily rate limit { "trace_id": "055d87a2-4fd7-4685-b304-ea1cef15ebaa", "message": "Too many requests. Max 5 requests per second allowed", "code": 'REACHED_DAILY_RATE_LIMIT', "seconds_until_next_request": 123.45 }` <br>Learn more about B2Chat's [usage limits](https://www.notion.so/b2chat/B2Chat-Developer-Center-669b7d3024b1472a9a0f2042d97b639c?p=14a087bffa16441087741e16dee0d19c&pm=c). | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Not applicable | | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Not applicable | | | Is there any additional info? | Yes | Learn how to [create a template in B2Chat](https://help.b2chat.io/c%C3%B3mo-puedo-crear-un-template). Then, you can use your templates to:<br><br>* [Start a chat](https://help.b2chat.io/c%C3%B3mo-inicio-un-chat).<br>* [Use mass sending](https://help.b2chat.io/c%C3%B3mo-enviar-mesajes-masivos-desde-b2chat). |

https://help.zapier.com/hc/en-us/articles/16764342185229-How-to-get-started-with-B2Chat-on-Zapier

Connect to Optus SMS Suite on Zapier Optus SMS Suite uses basic authentication to authenticate your account on Zapier. Enter your Optus SMS Suite username and password to authenticate. Learn more about authenticating your Optus SMS Suite account in Zapier. About Optus SMS Suite's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Optus SMS Suite plan required? No You need an Optus telecommunications plan to use Optus SMS Suite with Zapier. Once you sign up for an Optus service plan, you'll receive login credentials to create an Optus SMS Suite account for access. Are any special account permissions required? No Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? Not applicable Are custom fields supported? No Do update actions overwrite or append to existing data? Not applicable Is there any additional info? No

## Connect to Optus SMS Suite on Zapier Optus SMS Suite uses basic authentication to authenticate your account on Zapier. Enter your Optus SMS Suite username and password to authenticate. Learn more about [authenticating your Optus SMS Suite account](https://platform.zapier.com/docs/auth) in Zapier. ## About Optus SMS Suite's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Optus SMS Suite plan required? | No | You need an Optus telecommunications plan to use Optus SMS Suite with Zapier. Once you sign up for an Optus service plan, you'll receive login credentials to create an Optus SMS Suite account for access. | | Are any special account permissions required? | No | | | Are there usage limits? | No | | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Not applicable | | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Not applicable | | | Is there any additional info? | No | |

https://help.zapier.com/hc/en-us/articles/16732300506637-How-to-get-started-with-Optus-SMS-Suite-on-Zapier

This tutorial refers to AI actions. These are Zapier actions that can only be used through another app. Alpha AI actions is an alpha product. It’s available for use, but still in active development and may change. What are AI Actions? AI actions are a way to embed the power of Zapier in different apps, using AI. AI actions are similar to Zapier actions, but are used through another app. You can give AI apps access to more than 30,000 searches and actions supported on Zapier. They allow the app to complete tasks for you, through Zapier's Zapier's AI Actions API. Note When you use Zapier within another app, you are connecting your Zapier account and your data to that other app. It’s important that you trust the developer and app. Learn more about how you can keep your data and account safe. Are AI actions the same as the actions on my Zapier account? AI actions work similarly but are separate from the actions that you create in your Zapier account. They will not appear in your Zapier account, and cannot be used in Zaps. AI actions can only be used when interacting with an AI app that has implemented this type of experience in its own app. To use AI actions, you must: Allow the AI app access to your Zapier account. Set up AI actions that the app can use. Give the AI app instructions that rely on that AI action. Example You can give an AI app (such as ChatGPT) the ability to send messages to your sales team in Slack. You can use an AI action alone, or in combination with other actions, to complete a task. Get support for AI actions To contact the Zapier AI support team, fill out this form. Other recommended help guides Use AI actions within an AI app Create AI actions within an AI app Manage your AI actions Decide if AI should guess a value or if it should be set by you Related to: Beta Feature AI-powered

This tutorial refers to AI actions. These are Zapier actions that can only be used through another app.  Alpha AI actions is an alpha product. It’s available for use, but still in active development and may change. ## What are AI Actions? AI actions are a way to embed the power of Zapier in different apps, using AI. AI actions are similar to Zapier actions, but are used through another app. You can give AI apps access to more than 30,000 searches and actions supported on Zapier. They allow the app to complete tasks for you, through Zapier's [Zapier's AI Actions API](https://nla.zapier.com/docs/).  Note When you use Zapier within another app, you are connecting your Zapier account and your data to that other app. It’s important that you trust the developer and app. Learn more about how you can [keep your data and account safe](https://help.zapier.com/hc/en-us/articles/17709950386573-Data-safety-when-using-Zapier-embedded-in-other-apps).  ### Are AI actions the same as the actions on my Zapier account? AI actions work similarly but are separate from the actions that you create in your Zapier account. They will not appear in your Zapier account, and cannot be used in Zaps. AI actions can only be used when interacting with an AI app that has implemented this type of experience in its own app. To use AI actions, you must: * Allow the AI app access to your Zapier account. * Set up AI actions that the app can use. * Give the AI app instructions that rely on that AI action.  Example You can give an AI app (such as ChatGPT) the ability to send messages to your sales team in Slack. You can use an AI action alone, or in combination with other actions, to complete a task.   ## Get support for AI actions To contact the Zapier AI support team, fill out [this form](https://ai-feedback.zapier.app/contact-nla). ### Other recommended help guides * [Use AI actions within an AI app](https://help.zapier.com/hc/en-us/articles/17014427470477) * [Create AI actions within an AI app](https://help.zapier.com/hc/en-us/articles/17014153949709) * [Manage your AI actions](https://help.zapier.com/hc/en-us/articles/17014677921037) * [Decide if AI should guess a value or if it should be set by you](https://help.zapier.com/hc/en-us/articles/17014876778381) #### Related to: * [Beta Feature](https://help.zapier.com/hc/en-us/search?content_tags=01GW2GMBHGXSBV0YXVXNB5E3E0&utf8=%E2%9C%93 "Search results") * [AI-powered](https://help.zapier.com/hc/en-us/search?content_tags=01H05P2KJ9HF0KA1HX7Z2C96KD&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/17013994198925-Zapier-AI-actions-in-other-apps

Connect to Databerry on Zapier Chaindesk uses API keys to authenticate your account on Zapier. Required authentication fields Chaindesk API Key Additional authentication instructions How to find your Chaindesk API Key. About Chaindesk app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Chaindesk plan required? No View Chaindesk's plans. Are any special account permissions required? No Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? 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 Databerry on Zapier Chaindesk uses API keys to authenticate your account on Zapier. ### Required authentication fields * Chaindesk API Key ### Additional authentication instructions * How to find your [Chaindesk API Key](https://docs.chaindesk.ai/api-reference/authentication#api-keys). ## About Chaindesk app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Chaindesk plan required? | No | View Chaindesk's [plans](https://www.chaindesk.ai/pricing). | | 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? | Not applicable | | | Is there any additional info? | No | |

https://help.zapier.com/hc/en-us/articles/16771702744973-How-to-get-started-with-Chaindesk-on-Zapier

This tutorial refers to AI actions. These are Zapier actions that can only be used through another app. Alpha AI actions is an alpha product. It’s available for use, but still in active development and may change. Learn how to use AI actions from Zapier embedded in an AI app. How to use an AI action When you create an AI action, it will be enabled for the specific AI app. To use an AI action: In the AI app interface, provide instructions for the AI app to carry out an action or answer a question. Review and confirm the action. Return to the AI app to continue the interaction. Preview and confirm an action When an AI action is run, you must confirm it before the AI app can use the results. Click the link or button provided to preview the action results. Review the contents of each field. Click Edit if you'd like to change any of the fields. Click Run to complete the action. Note The way these controls are provided will vary depending on the AI app's interface. Provide hints for the AI Some AI apps may allow you to override field values before you run the AI action. If you select Provide hints - override AI in the Field hints (advanced) dropdown field, you will be able to type specific values for the fields. Hints are optional, so you can leave certain fields to have the AI determine the value for them. Provide feedback about AI actions You can rate the performance of an AI action using the thumbs-up and thumbs-down buttons. This will help Zapier improve the quality of the AI action responses. If you click the thumbs-down button, you can also share more detailed feedback with Zapier. Get support for AI actions To reach out to the Zapier AI support team, fill out this form. Other recommended help guides Zapier AI actions in other apps Create AI actions within an AI app Manage your AI actions Decide if AI should guess a value or if it should be set by you Related to: Beta Feature AI-powered

This tutorial refers to AI actions. These are Zapier actions that can only be used through another app.  Alpha AI actions is an alpha product. It’s available for use, but still in active development and may change. Learn how to use AI actions from Zapier embedded in an AI app. ## How to use an AI action When you create an [AI action](https://help.zapier.com/hc/en-us/articles/17013994198925), it will be enabled for the specific AI app.  To use an AI action: * In the AI app interface, provide instructions for the AI app to carry out an action or answer a question. * Review and confirm the action. * Return to the AI app to continue the interaction. ### Preview and confirm an action When an AI action is run, you must confirm it before the AI app can use the results.  1. Click the link or button provided to preview the action results. 2. Review the contents of each field. 1. Click **Edit** if you'd like to change any of the fields. 3. Click **Run** to complete the action.   Note The way these controls are provided will vary depending on the AI app's interface. ### Provide hints for the AI Some AI apps may allow you to override field values before you run the AI action. If you select **Provide hints - override AI** in the _Field hints (advanced)_ dropdown field, you will be able to type specific values for the fields. Hints are optional, so you can leave certain fields to have the AI determine the value for them.  ## Provide feedback about AI actions You can rate the performance of an AI action using the **thumbs-up** and **thumbs-down** buttons. This will help Zapier improve the quality of the AI action responses. If you click the thumbs-down button, you can also share more detailed feedback with Zapier.  ## Get support for AI actions To reach out to the Zapier AI support team, fill out [this form](https://ai-feedback.zapier.app/contact-nla). ### Other recommended help guides * [Zapier AI actions in other apps](https://help.zapier.com/hc/en-us/articles/17013994198925) * [Create AI actions within an AI app](https://help.zapier.com/hc/en-us/articles/17014153949709) * [Manage your AI actions](https://help.zapier.com/hc/en-us/articles/17014677921037) * [Decide if AI should guess a value or if it should be set by you](https://help.zapier.com/hc/en-us/articles/17014876778381) #### Related to: * [Beta Feature](https://help.zapier.com/hc/en-us/search?content_tags=01GW2GMBHGXSBV0YXVXNB5E3E0&utf8=%E2%9C%93 "Search results") * [AI-powered](https://help.zapier.com/hc/en-us/search?content_tags=01H05P2KJ9HF0KA1HX7Z2C96KD&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/17014427470477-Use-AI-actions-within-an-AI-app

Connect to not8 on Zapier not8 uses API keys to authenticate your account on Zapier. Required authentication fields API key Optional authentication fields None Additional authentication instructions Log into not8 web hub. Click Integrations on the left menu. Select Zapier and the API key will be automatically generated for you. Click copy API key. Learn more about authenticating your not8 account in Zapier. About not8's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid not8 plan required? No 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? Not applicable Is there any additional info? No

## Connect to not8 on Zapier not8 uses API keys to authenticate your account on Zapier. ### Required authentication fields * API key ### Optional authentication fields * None ### Additional authentication instructions 1. Log into not8 web hub. 2. Click **Integrations** on the left menu. 3. Select **Zapier** and the API key will be automatically generated for you. 4. Click **copy API key**. Learn more about [authenticating your not8 account](https://platform.zapier.com/docs/auth) in Zapier. ## About not8's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid not8 plan required? | No | | | 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? | Not applicable | | | Is there any additional info? | No | |

https://help.zapier.com/hc/en-us/articles/17080658992909-How-to-get-started-with-not8-on-Zapier

This tutorial refers to AI actions. These are Zapier actions that can only be used through another app. Alpha AI actions is an alpha product. It’s available for use, but still in active development and may change. For fields in an AI action, during set up, you can: Let the AI guess the value for a field. Set a specific value for it. Choose to not include that field in the AI response. This article will explain these options and provide examples. Let AI guess a value for this field This option lets the AI app assign the value for a field, based on the instructions you provided when running the AI action. When using this option, all necessary information should be included in the instructions to the AI. Example If you use Gmail: Send email AI action and leave the Subject and To fields as "Have AI guess a value for this field", the AI will create a subject that is related to the content of the instructions. So when you instruct the AI app to "Send juliana@example.com an email saying 'Can we meet tomorrow for breakfast?'", it may generate a subject such as "Meet me for breakfast?" and use the address you specified to send the email. Set a specific value for this field This option makes the AI app use the same value for a field every time you use that AI action. The AI app will ignore any information related to that field that is included in the instructions. Example Using the Gmail: Send Email AI action, set the field Subject to "Set a specific value for this field", then type "Breakfast meeting". If you then instruct the AI to send an email to juliana@example.com and say to use the subject "Let's meet tomorrow!", it will ignore the subject. It will use "Breakfast meeting" as the subject because you set that previously. Update a dropdown to find newer items When you select "Set a specific value for this field", it may require a value selected from that app (for example, a specific spreadsheet from Google Sheets). Some fields might take a while to show newer items in that dropdown menu. If you're having trouble finding a newer item: In the AI action you're working on, click the dropdown menu that currently has Set a specific value for this field selected. Select Have AI guess a value for this field. Click Back to save changes. Click the name of the same AI action to edit it again. In the dropdown menu for the field, select Set a specific value for this field. Click the new dropdown field that will appear. You should now see your new item. Do not include a value for this field This option is only available for optional fields. This will make the AI app always ignore the specific field. When this option is selected from the dropdown menu, even if you include specific instructions related to the field, the AI app will ignore those instructions. Example If you use the Gmail: Send Email AI action and leave the field Bcc set as "Do not include a value for this field", even if you instruct AI to "bcc yuriko@example.com in the email", it will not add that email. Note By default, Zapier only shows required fields during the setup process. To view and use optional fields, click Show all options at the bottom of the setup screen. Get support for AI actions To reach out to the Zapier AI support team, fill out this form. Other recommended help guides Zapier AI actions in other apps Create AI actions within an AI app Manage your AI actions Use AI actions within an AI app Related to: Beta Feature AI-powered

This tutorial refers to [AI actions](https://help.zapier.com/hc/en-us/articles/17013994198925). These are Zapier actions that can only be used through another app.  Alpha AI actions is an alpha product. It’s available for use, but still in active development and may change. For fields in an [AI action](https://help.zapier.com/hc/en-us/articles/17014153949709), during set up, you can: * Let the AI guess the value for a field. * Set a specific value for it. * Choose to not include that field in the AI response.   This article will explain these options and provide examples. ## Let AI guess a value for this field This option lets the AI app assign the value for a field, based on the instructions you provided when running the AI action. When using this option, all necessary information should be included in the instructions to the AI.  Example If you use _Gmail: Send email_ AI action and leave the _Subject_ and _To_ fields as "Have AI guess a value for this field", the AI will create a subject that is related to the content of the instructions.  So when you instruct the AI app to "Send juliana@example.com an email saying 'Can we meet tomorrow for breakfast?'", it may generate a subject such as "Meet me for breakfast?" and use the address you specified to send the email. ## Set a specific value for this field This option makes the AI app use the same value for a field every time you use that AI action. The AI app will ignore any information related to that field that is included in the instructions.  Example Using the _Gmail: Send Email_ AI action, set the field _Subject_ to "Set a specific value for this field", then type "Breakfast meeting". If you then instruct the AI to send an email to juliana@example.com and say to use the subject "Let's meet tomorrow!", it will ignore the subject. It will use "Breakfast meeting" as the subject because you set that previously.  ### Update a dropdown to find newer items When you select "Set a specific value for this field", it may require a value selected from that app (for example, a specific spreadsheet from Google Sheets). Some fields might take a while to show newer items in that dropdown menu. If you're having trouble finding a newer item: 1. In the AI action you're working on, click the dropdown menu that currently has **Set a specific value for this field** selected. 2. Select **Have AI guess a value for this field**. 3. Click **Back** to save changes. 4. Click the name of the same AI action to edit it again. 5. In the dropdown menu for the field, select **Set a specific value for this field**.  6. Click the new **dropdown field** that will appear. You should now see your new item. ## Do not include a value for this field This option is only available for optional fields. This will make the AI app always ignore the specific field. When this option is selected from the dropdown menu, even if you include specific instructions related to the field, the AI app will ignore those instructions.   Example If you use the _Gmail: Send Email_ AI action and leave the field _Bcc_ set as "Do not include a value for this field", even if you instruct AI to "bcc yuriko@example.com in the email", it will not add that email.  Note By default, Zapier only shows required fields during the setup process. To view and use optional fields, click **Show all options** at the bottom of the setup screen.  ## Get support for AI actions To reach out to the Zapier AI support team, fill out [this form](https://ai-feedback.zapier.app/contact-nla). ### Other recommended help guides * [Zapier AI actions in other apps](https://help.zapier.com/hc/en-us/articles/17013994198925) * [Create AI actions within an AI app](https://help.zapier.com/hc/en-us/articles/17014153949709) * [Manage your AI actions](https://help.zapier.com/hc/en-us/articles/17014677921037) * [Use AI actions within an AI app](https://help.zapier.com/hc/en-us/articles/17014427470477) #### Related to: * [Beta Feature](https://help.zapier.com/hc/en-us/search?content_tags=01GW2GMBHGXSBV0YXVXNB5E3E0&utf8=%E2%9C%93 "Search results") * [AI-powered](https://help.zapier.com/hc/en-us/search?content_tags=01H05P2KJ9HF0KA1HX7Z2C96KD&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/17014876778381-Decide-if-AI-should-guess-the-value-of-a-specific-field-in-AI-actions

Connect to DocsBot AI on Zapier DocsBot AI uses API keys to authenticate your account on Zapier. Required authentication fields DocsBot API Key Team ID Bot ID Additional authentication instructions Getting your API key. Learn more about authenticating your DocsBot AI account in Zapier. About DocsBot AI's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid DocsBot AI plan required? Yes View DocsBot AI's plans. Are any special account permissions required? No Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? Not applicable Are custom fields supported? No Do update actions overwrite or append to existing data? Not applicable Is there any additional info? Yes Find additional info about using DocsBot AI in Zapier.

## Connect to DocsBot AI on Zapier DocsBot AI uses API keys to authenticate your account on Zapier. ### Required authentication fields * DocsBot API Key * Team ID * Bot ID ### Additional authentication instructions * [Getting your API key.](https://docsbot.ai/docs/authentication#getting-your-api-key) Learn more about [authenticating your DocsBot AI account](https://platform.zapier.com/docs/auth) in Zapier. ## About DocsBot AI's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid DocsBot AI plan required? | Yes | View DocsBot AI's [plans](https://docsbot.ai/#pricing). | | Are any special account permissions required? | No | | | Are there usage limits? | No | | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Not applicable | | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Not applicable | | | Is there any additional info? | Yes | Find additional info about [using DocsBot AI](https://docsbot.ai/docs/integrations/zapier) in Zapier. |

https://help.zapier.com/hc/en-us/articles/17181187825677-How-to-get-started-with-DocsBot-AI-on-Zapier

Connect to Apex27 on Zapier Apex27 uses API keys to authenticate your account on Zapier. Required authentication fields API key. Optional authentication fields None. Additional authentication instructions Log into Apex27 as an Admin user. From the User menu, select Admin Panel. From the Integrations section, select API Keys. Click Add API Key. Enable the API Key's access requirements depending on your requirements for the Zapier connection. Click OK. Copy and paste the API key into Zapier. Learn more about authenticating your Apex27 account in Zapier. About Apex27's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Apex27 plan required? No View Apex27's plans. Are any special account permissions required? Yes A user needs to be configured with a role that supports "Customer Admin" privileges. Are there usage limits? Yes Each API key is rate limited to 100 calls per minute Are there pagination limits? No Do trigger samples use real data from your account or generic data? Real trigger samples Are custom fields supported? No Do update actions overwrite or append to existing data? Overwrite existing data Is there any additional info? No

## Connect to Apex27 on Zapier Apex27 uses API keys to authenticate your account on Zapier. ### Required authentication fields * API key. ### Optional authentication fields * None. ### Additional authentication instructions 1. Log into Apex27 as an Admin user. 2. From the _User_ menu, select **Admin Panel.** 3. From the _Integrations_ section, select **API Keys**. 4. Click **Add API Key**. 5. Enable the API Key's access requirements depending on your requirements for the Zapier connection. 6. Click **OK.** 7. Copy and paste the API key into Zapier. Learn more about [authenticating your Apex27 account](https://platform.zapier.com/docs/auth) in Zapier. ## About Apex27's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Apex27 plan required? | No | View Apex27's [plans](https://apex27.co.uk/estate-agent-software-pricing). | | Are any special account permissions required? | Yes | A user needs to be configured with a role that supports "Customer Admin" privileges. | | Are there usage limits? | Yes | Each API key is rate limited to 100 calls per minute | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Real trigger samples | | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Overwrite existing data | | | Is there any additional info? | No | |

https://help.zapier.com/hc/en-us/articles/17333710628493-How-to-get-started-with-Apex27-on-Zapier

When a Zapier user in your company leaves, business-critical workflows that they built could be disrupted. While Zapier cannot grant another person access to a user’s Zapier account, transfer ownership of that account, or update its connected app accounts, it may be possible for you to do so depending on the user’s Zapier plan and your user role in the Zapier account.

When a Zapier user in your company leaves, business-critical workflows that they built could be disrupted. While Zapier cannot grant another person access to a user’s Zapier account, transfer ownership of that account, or update its connected app accounts, it may be possible for you to do so depending on the user’s [Zapier plan](https://zapier.com/app/billing/plans) and your user role in the Zapier account.

https://help.zapier.com/hc/en-us/articles/17416146912781-How-do-I-access-an-account-after-a-user-leaves

If the New Email trigger for Microsoft Outlook is not working, check these possible causes: The sender of the email is the same as the receiver. The sender and receiver’s domain is the same, and the receiver is a shared inbox. The sender of the email is the same as the receiver The Zap will not trigger when the email is being sent from the same address that's receiving it. To fix this, change the email address that is sending the email. The sender and receiver's domain is the same, and the receiver is a shared inbox The Zap will not trigger for emails sent to a shared inbox that has the same domain as the sender's address. To fix this, send the email from an address with a different domain.

If the New Email trigger for Microsoft Outlook is not working, check these possible causes: * The sender of the email is the same as the receiver. * The sender and receiver’s domain is the same, and the receiver is a shared inbox. ## The sender of the email is the same as the receiver The Zap will not trigger when the email is being sent from the same address that's receiving it. To fix this, change the email address that is sending the email. ## The sender and receiver's domain is the same, and the receiver is a shared inbox The Zap will not trigger for emails sent to a shared inbox that has the same domain as the sender's address. To fix this, send the email from an address with a different domain.

https://help.zapier.com/hc/en-us/articles/17502994583949-New-emails-in-Microsoft-Outlook-won-t-trigger-Zap

Connect to Chat-Tonic on Zapier Chat-Tonic uses API keys to authenticate your account on Zapier. Required authentication fields App codename. App token. App location: select from the dropdown menu. Optional authentication fields None Additional authentication instructions Send an email to info@chat-tonic.com with your interest in setting up the environment for accesing our API Keys, and we will provide you both required fields, as well as instructions in how to setup the rest of the integration with WhatsApp or any other provider that might be needed to use our systems. Learn more about authenticating your Chat-Tonic account in Zapier. About Chat-Tonic's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Chat-Tonic plan required? Yes View Chat-Tonic's plans. Are any special account permissions required? Yes Access is granted at a "client level". After the client asks for their credentials, and we have setup the system, they can integrate Zapier and other third party solutions. Credentials are only granted by us at a systems level. Are there usage limits? Yes Usage limits are directly affected by WhatsApp. They only allow 1,000 unique clients to be contacted daily. After good usage behavior is established WhatsApp automatically raises the limit to 10,000 and then to 100,000. We as a platform have no rate limiting for this at the moment. 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 We provide the "flag" field to be a string that can be encoded to send JSON or any other string based system. That flag can be used by our chatbots to perform tasks after the messages have been sent. Learn more about Chat-Tonic's custom fields. Do update actions overwrite or append to existing data? Not applicable Is there any additional info? No

## Connect to Chat-Tonic on Zapier Chat-Tonic uses API keys to authenticate your account on Zapier. ### Required authentication fields * App codename. * App token. * App location: select from the dropdown menu. ### Optional authentication fields * None ### Additional authentication instructions Send an email to info@chat-tonic.com with your interest in setting up the environment for accesing our API Keys, and we will provide you both required fields, as well as instructions in how to setup the rest of the integration with WhatsApp or any other provider that might be needed to use our systems. Learn more about [authenticating your Chat-Tonic account](https://platform.zapier.com/docs/auth) in Zapier. ## About Chat-Tonic's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Chat-Tonic plan required? | Yes | View Chat-Tonic's [plans](https://chat-tonic.com/). | | Are any special account permissions required? | Yes | Access is granted at a "client level". After the client asks for their credentials, and we have setup the system, they can integrate Zapier and other third party solutions. Credentials are only granted by us at a systems level. | | Are there usage limits? | Yes | Usage limits are directly affected by WhatsApp. They only allow 1,000 unique clients to be contacted daily. After good usage behavior is established WhatsApp automatically raises the limit to 10,000 and then to 100,000. We as a platform have no rate limiting for this at the moment. | | 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 | We provide the "flag" field to be a string that can be encoded to send JSON or any other string based system. That flag can be used by our chatbots to perform tasks after the messages have been sent. <br>Learn more about Chat-Tonic's [custom fields](https://mobile-tonic.atlassian.net/wiki/spaces/CTP/pages/507707434/HSMs+espa+ol). | | 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/17752145783821-How-to-get-started-with-Chat-Tonic-on-Zapier

Connect to Morph on Zapier Morph uses OAuth to authenticate your account on Zapier. Log into Morph to authenticate. Grant Zapier permission to access your account if prompted to. Learn more about authenticating your Morph account in Zapier. About Morph's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Morph plan required? No Are any special account permissions required? No Are there usage limits? Yes Morph has rate 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? No Do update actions overwrite or append to existing data? Overwrite existing data Is there any additional info? No

## Connect to Morph on Zapier Morph uses OAuth to authenticate your account on Zapier. * Log into Morph to authenticate. * Grant Zapier permission to access your account if prompted to. Learn more about [authenticating your Morph account](https://platform.zapier.com/docs/auth) in Zapier. ## About Morph's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Morph plan required? | No | | | Are any special account permissions required? | No | | | Are there usage limits? | Yes | Morph has rate 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? | No | | | Do update actions overwrite or append to existing data? | Overwrite existing data | | | Is there any additional info? | No | |

https://help.zapier.com/hc/en-us/articles/17570672614285-How-to-get-started-with-Morph-on-Zapier

Connect to Function on Zapier Function uses a custom authentication to authenticate your account on Zapier. Required authentication fields Access Key Additional authentication instructions You can find your access key on your account page on Function. About Function's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Function plan required? Yes View Function's plans. Are any special account permissions required? No Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? Not applicable Are custom fields supported? No Do update actions overwrite or append to existing data? Not applicable Is there any additional info? No Related to: AI-powered

## Connect to Function on Zapier Function uses a custom authentication to authenticate your account on Zapier. ### Required authentication fields * Access Key ### Additional authentication instructions * You can find your access key on your [account page](https://fxn.ai/account/developers) on Function. ## About Function's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Function plan required? | Yes | View Function's [plans](https://www.fxn.ai/pricing). | | Are any special account permissions required? | No | | | Are there usage limits? | No | | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Not applicable | | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Not applicable | | | Is there any additional info? | No | | #### Related to: * [AI-powered](https://help.zapier.com/hc/en-us/search?content_tags=01H05P2KJ9HF0KA1HX7Z2C96KD&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/17910860471309-How-to-get-started-with-Function-on-Zapier

Connect to Greip on Zapier Greip uses API keys to authenticate your account on Zapier. Required authentication fields API Key Additional authentication instructions Log into your Greip.io account Go to the APIs section Click API Key to copy to your clipboard Learn more about authenticating your Greip account in Zapier. About Greip's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Greip plan required? No View Greip's plans. Are any special account permissions required? No Are there usage limits? Yes A maximum of 1k request per second (per API Key). Learn more about Greip's 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? No Do update actions overwrite or append to existing data? Overwrite existing data Is there any additional info? No Related to: AI-powered

## Connect to Greip on Zapier Greip uses API keys to authenticate your account on Zapier. ### Required authentication fields * API Key ### Additional authentication instructions 1. Log into your **Greip.io account** 2. Go to the **APIs** section 3. Click **API Key** to copy to your clipboard Learn more about [authenticating your Greip account](https://platform.zapier.com/docs/auth) in Zapier. ## About Greip's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Greip plan required? | No | View Greip's [plans](https://greip.io/pricing). | | Are any special account permissions required? | No | | | Are there usage limits? | Yes | A maximum of 1k request per second (per API Key). <br>Learn more about Greip's [usage limits](https://docs.greip.io/get-started/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? | No | | | Do update actions overwrite or append to existing data? | Overwrite existing data | | | Is there any additional info? | No | | #### Related to: * [AI-powered](https://help.zapier.com/hc/en-us/search?content_tags=01H05P2KJ9HF0KA1HX7Z2C96KD&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/17837240523149-How-to-get-started-with-Greip-on-Zapier

Connect to MyCase on Zapier MyCase uses OAuth to authenticate your account on Zapier. Log into MyCase to authenticate. Grant Zapier permission to access your account if prompted to. Learn more about authenticating your MyCase account in Zapier. About MyCase's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Learn more about MyCase's supported accounts. Is a paid MyCase plan required? Yes You must have a MyCase pro or advanced plan. View MyCase's plans. Are any special account permissions required? Yes You must be a MyCase master user with permission to manage your firm's preferences, billing, and payment options. Are there usage limits? No Are there pagination limits? Yes MyCase has a pagination limit of 25 items per page. 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? No

## Connect to MyCase on Zapier MyCase uses OAuth to authenticate your account on Zapier. * Log into MyCase to authenticate. * Grant Zapier permission to access your account if prompted to. Learn more about [authenticating your MyCase account](https://platform.zapier.com/docs/auth) in Zapier. ## About MyCase's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | Learn more about MyCase's [supported accounts](https://support.mycase.com/en/articles/8113371-zapier-integration). | | Is a paid MyCase plan required? | Yes | You must have a MyCase pro or advanced plan.<br><br>View MyCase's [plans](https://www.mycase.com/pricing/). | | Are any special account permissions required? | Yes | You must be a MyCase master user with permission to manage your firm's preferences, billing, and payment options. | | Are there usage limits? | No | | | Are there pagination limits? | Yes | MyCase has a pagination limit of 25 items per page. | | 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? | No | |

https://help.zapier.com/hc/en-us/articles/17923419706765-How-to-get-started-with-MyCase-on-Zapier

Connect to ExhibitDay on Zapier ExhibitDay uses API keys to authenticate your account on Zapier. Required authentication fields API key. Optional authentication fields None Additional authentication instructions Log in to your ExhibitDay account. In Workspace Settings, click the API & Integrations tab. Then, click API Access. Learn more about authenticating your ExhibitDay account in Zapier. About ExhibitDay's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid ExhibitDay plan required? Yes Only workspaces on the "Enterprise" plan have access to the ExhibitDay API. If a user of a workspace that is not on the Enterprise plan tries to view the API access page, they will see the following message: API Access: Not enabled for your workspace Access to the ExhibitDay API is offered to workspaces that are on Enterprise plan. Please contact us if you would like to enable access to the ExhibitDay API. View ExhibitDay's plans. Are any special account permissions required? Yes Only users with access to the Workspace Settings can get the API Key. This includes users that are either configured as "Admin" in the workspace or as a "Team Member" (with permission to access Workspace Settings area). Are there usage limits? Yes The API rate limit is 50 calls per second. If more than 50 calls are made in a second from a given API key, a 429 error is returned. Learn more about ExhibitDay's 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 Users can add custom fields to events in ExhibitDay (textbox, dropdown, etc.). The values of these custom fields can be retrieved through Zapier. Learn more about ExhibitDay's custom fields. Do update actions overwrite or append to existing data? Overwrite existing data For the two update actions (event and task), any entered field gets updated in ExhibitDay. If a field is left blank it will not change. Is there any additional info? No

## Connect to ExhibitDay on Zapier ExhibitDay uses API keys to authenticate your account on Zapier. ### Required authentication fields * API key. ### Optional authentication fields * None ### Additional authentication instructions 1. Log in to your ExhibitDay account. 2. In **Workspace Settings**, click the **API & Integrations** tab. 3. Then, click **API Access**. Learn more about [authenticating your ExhibitDay account](https://platform.zapier.com/docs/auth) in Zapier. ## About ExhibitDay's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid ExhibitDay plan required? | Yes | Only workspaces on the "Enterprise" plan have access to the ExhibitDay API. If a user of a workspace that is not on the Enterprise plan tries to view the API access page, they will see the following message: _API Access: Not enabled for your workspace Access to the ExhibitDay API is offered to workspaces that are on Enterprise plan. Please contact us if you would like to enable access to the ExhibitDay API._ <br>View ExhibitDay's [plans](https://www.exhibitday.com/Plans). | | Are any special account permissions required? | Yes | Only users with access to the Workspace Settings can get the API Key. This includes users that are either configured as "Admin" in the workspace or as a "Team Member" (with permission to access Workspace Settings area). | | Are there usage limits? | Yes | The API rate limit is 50 calls per second. If more than 50 calls are made in a second from a given API key, a 429 error is returned. <br>Learn more about ExhibitDay's [usage limits](https://api.exhibitday.com/). | | 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 | Users can add custom fields to events in ExhibitDay (textbox, dropdown, etc.). The values of these custom fields can be retrieved through Zapier.  <br>Learn more about ExhibitDay's [custom fields](https://blog.exhibitday.com/special-custom-tab/). | | Do update actions overwrite or append to existing data? | Overwrite existing data | For the two update actions (event and task), any entered field gets updated in ExhibitDay. If a field is left blank it will not change. | | Is there any additional info? | No | |

https://help.zapier.com/hc/en-us/articles/18252618559757-How-to-get-started-with-ExhibitDay-on-Zapier

Connect to Zenedu on Zapier Zenedu uses API keys to authenticate your account on Zapier. Required authentication fields API token. Optional authentication fields None. Additional authentication instructions Log in to your Zenedu account. Hover over the Profile icon on the right side of the top menu. Click Account settings in the menu. Select the API section. Copy the API Token to your clipboard. Learn more about authenticating your Zenedu account in Zapier. About Zenedu's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Zenedu plan required? Yes View Zenedu's plans. Are any special account permissions required? Yes Any users can use Zapier, but the API Key can be obtained only by account owners and admins. Are there usage limits? Yes Rate limit is 60 requests max per minute. Are there pagination limits? No Do trigger samples use real data from your account or generic data? Generic 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? No

## Connect to Zenedu on Zapier Zenedu uses API keys to authenticate your account on Zapier. ### Required authentication fields * API token. ### Optional authentication fields * None. ### Additional authentication instructions 1. Log in to your Zenedu account. 2. Hover over the _Profile_ icon on the right side of the top menu. 3. Click **Account settings** in the menu. 4. Select the **API** section. 5. Copy the API Token to your clipboard. Learn more about [authenticating your Zenedu account](https://platform.zapier.com/docs/auth) in Zapier. ## About Zenedu's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Zenedu plan required? | Yes | View Zenedu's [plans](https://www.zenedu.io/#plans). | | Are any special account permissions required? | Yes | Any users can use Zapier, but the API Key can be obtained only by account owners and admins. | | Are there usage limits? | Yes | Rate limit is 60 requests max per minute. | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Generic 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? | No | |

https://help.zapier.com/hc/en-us/articles/18287411527181-How-to-get-started-with-Zenedu-on-Zapier

Note This information was accurate at the time of publication. Please check out the latest product release notes for any updates or changes. Twitter integration removal notice On August 31, 2023, Zapier’s current Twitter integration, now called X, will stop working due to Twitter's decision to change its API policy and pricing. To prepare, here are a few critical dates to note: Beginning today, you won’t be able to create any new Zaps using the Twitter integration. Your Zaps using Twitter will stop working on August 31, 2023. You can access Zaps using Twitter with view-only access until September 30, 2023. When using the Twitter app with Transfer, Zapier currently only supports the source data, Follower, Mention, and Tweet. It will stop working on August 31, 2023. Alternative social media apps on Zapier Zapier supports many social media apps and social marketing apps, including solutions for creating new posts: Social media management apps like Buffer and Hootsuite allow you to post to Twitter automatically. Learn more about the social media management and marketing apps Zapier supports. Social media channels like Facebook Pages, Instagram for Business, and LinkedIn allow you to create new posts with Zapier. Learn more about all of the social media apps Zapier supports. If you cross-post content between channels, Zapier recommends reviewing our 5 best social management tools in 2023 or our list of supported social media management tools. If you need more assistance to create continuity for your social media needs: You can work with a Zapier Expert to explore alternative options. You can post in the Zapier Community to chat with fellow automators.

 Note This information was accurate at the time of publication. Please check out the latest [product release notes](https://help.zapier.com/hc/en-us/categories/13951101412877-Product-updates) for any updates or changes. ## Twitter integration removal notice On August 31, 2023, Zapier’s current [Twitter integration](https://zapier.com/apps/twitter/integrations), now called X, will stop working due to Twitter's decision to change its API policy and pricing. To prepare, here are a few critical dates to note: * Beginning today, you won’t be able to create any new Zaps using the Twitter integration. * Your Zaps using Twitter will stop working on August 31, 2023. * You can access Zaps using Twitter with **view-only access** until September 30, 2023. * When using the Twitter app with [Transfer](https://help.zapier.com/hc/en-us/articles/8496274335885-Bulk-import-data-into-apps-with-Transfer), Zapier currently only supports the source data, Follower, Mention, and Tweet. It will stop working on August 31, 2023. ## Alternative social media apps on Zapier Zapier supports many social media apps and social marketing apps, including solutions for creating new posts: * Social media management apps like [Buffer](https://zapier.com/apps/buffer/integrations) and [Hootsuite](https://zapier.com/apps/hootsuite/integrations) allow you to post to Twitter automatically. Learn more about the [social media management and marketing apps](https://zapier.com/apps/categories/social-marketing) Zapier supports. * Social media channels like [Facebook Pages](https://zapier.com/apps/facebook-pages/integrations), [Instagram for Business](https://zapier.com/apps/instagram-for-business/integrations), and [LinkedIn](https://zapier.com/apps/linkedin/integrations) allow you to create new posts with Zapier. Learn more about all of the [social media apps](https://zapier.com/apps/categories/social) Zapier supports. * If you cross-post content between channels, Zapier recommends reviewing our [5 best social management tools in 2023](https://zapier.com/blog/best-social-media-management-tools/) or our list of supported [social media management tools](https://zapier.com/apps/categories/social-marketing). If you need more assistance to create continuity for your social media needs: * You can work with a [Zapier Expert](https://zapier.com/experts) to explore alternative options. * You can post in the [Zapier Community](https://community.zapier.com/) to chat with fellow automators.

https://help.zapier.com/hc/en-us/articles/18657531069965-App-update-Twitter-integration-removal

Connect to Microsoft Outlook on Zapier Microsoft Outlook uses OAuth to authenticate your account on Zapier. Log into Microsoft Outlook to authenticate. Grant Zapier permission to access your account if prompted to. About Microsoft Outlook's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Microsoft Outlook plan required? No Are any special account permissions required? No Are there usage limits? Yes Messaging rate limit throttling Learn more about Microsoft Outlook's 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? No Do update actions overwrite or append to existing data? Overwrite existing data Is there any additional info? No

## Connect to Microsoft Outlook on Zapier Microsoft Outlook uses OAuth to authenticate your account on Zapier. * Log into Microsoft Outlook to authenticate. * Grant Zapier permission to access your account if prompted to. ## About Microsoft Outlook's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Microsoft Outlook plan required? | No | | | Are any special account permissions required? | No | | | Are there usage limits? | Yes | Messaging rate limit throttling <br>Learn more about Microsoft Outlook's [usage limits](https://learn.microsoft.com/en-us/exchange/mail-flow/message-rate-limits?view=exchserver-2019). | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Real trigger samples | | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Overwrite existing data | | | Is there any additional info? | No | |

https://help.zapier.com/hc/en-us/articles/18836255979277-How-to-get-started-with-Microsoft-Outlook-on-Zapier

Connect to Reform Extract on Zapier Reform Extract uses session authentication to authenticate your account on Zapier. Required authentication fields Email Password About Reform Extract's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Reform Extract plan required? No View Reform Extract's plans. Are any special account permissions required? No Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? Not applicable Are custom fields supported? No Do update actions overwrite or append to existing data? Not applicable Is there any additional info? No Related to: AI-powered

## Connect to Reform Extract on Zapier Reform Extract uses session authentication to authenticate your account on Zapier. ### Required authentication fields * Email * Password ## About Reform Extract's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Reform Extract plan required? | No | View Reform Extract's [plans](https://www.knowstory.io/#pricing). | | Are any special account permissions required? | No | | | Are there usage limits? | No | | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Not applicable | | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Not applicable | | | Is there any additional info? | No | | #### Related to: * [AI-powered](https://help.zapier.com/hc/en-us/search?content_tags=01H05P2KJ9HF0KA1HX7Z2C96KD&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/19279336745741-How-to-get-started-with-Reform-Extract-on-Zapier

Note This information was accurate at the time of publication. Please check out the latest product release notes for any updates or changes. YouTube update Enhance your YouTube videos with our latest improvements: We’ve updated the Upload Video action to include new fields: Added Made for Kids: You can now indicate if your video is suitable for kids, Category: Categorize your videos for easier navigation of your content. We’ve also added a new action Add Update Video Thumbnail. Learn more about getting started with Youtube. BaseCamp3 update We’ve added new actions to help you manage your ToDo items in BaseCamp3: Find ToDo Item Create Comment on ToDo Item Update ToDo Item These actions make it easier to find, track, and update your ToDo items, so you can stay organized and on top of your top. Learn more about getting started with BaseCamp3. Odoo ERP Self-Hosted update We’ve updated how you can connect to Odoo ERP Self-Hosted accounts. You can now use accounts with the ‘Odoo’ domain to authenticate. Learn more about getting started with Odoo ERP Self-Hosted. Facebook Lead Ads (for Business admins) update We’ve enhanced the Create Ad Statistics Report action to allow you to customize your ad reports. You can now choose the level of reporting (e.g. ad, campaign, account) and specify what metrics you want to include in your ad statistic report (e.g. impressions, clicks, spend). Learn more about getting started with Facebook Lead Ads (for Business admins). LinkedIn Ads update We’ve enhanced the Create Report action to allow you to customize your reports. Report. You can now add up to 3 pivot groups and select a variety of metrics to gather insights on your data. Learn more about getting started with LinkedIn Ads. Microsoft Outlook update A few customers spotted that the New Event and Updated Event triggers pulled different Event IDs for the same event. As a result, we’ve updated the Updated Calendar Event trigger to return the correct Event ID value – so that it matches the New Event trigger. Learn more about getting started with Microsoft Outlook. Google Workspace Admin update We’ve added the Create User action so now Google Workspace Admin can further streamline their user management tasks.Learn more about getting started with Google Workspace Admin.

 Note This information was accurate at the time of publication. Please check out the latest [product release notes](https://help.zapier.com/hc/en-us/categories/13951101412877-Product-updates) for any updates or changes. ## YouTube update  Enhance your YouTube videos with our latest improvements: * We’ve updated the _Upload Video_ action to include new fields: * **Added Made for Kids:** You can now indicate if your video is suitable for kids,  * **Category:** Categorize your videos for easier navigation of your content. * We’ve also added a new action **Add Update Video Thumbnail**.  Learn more about [getting started with Youtube](https://help.zapier.com/hc/en-us/articles/8495973053453-How-to-get-started-with-YouTube-on-Zapier). ## BaseCamp3 update We’ve added new actions to help you manage your ToDo items in BaseCamp3: * **Find ToDo Item** * **Create Comment on ToDo Item** * **Update ToDo Item** These actions make it easier to find, track, and update your ToDo items, so you can stay organized and on top of your top. Learn more about [getting started with BaseCamp3.](https://help.zapier.com/hc/en-us/articles/8496012818573-How-to-Get-Started-with-Basecamp-3-on-Zapier) ## Odoo ERP Self-Hosted update We’ve updated how you can connect to Odoo ERP Self-Hosted accounts. You can now use accounts with the ‘Odoo’ domain to authenticate. Learn more about [getting started with Odoo ERP Self-Hosted](https://help.zapier.com/hc/en-us/articles/18834378921997). ## Facebook Lead Ads (for Business admins) update We’ve enhanced the **Create Ad Statistics Report action** to allow you to customize your ad reports. You can now choose the level of reporting (e.g. ad, campaign, account) and specify what metrics you want to include in your ad statistic report (e.g. impressions, clicks, spend). Learn more about [getting started with Facebook Lead Ads (for Business admins)](https://help.zapier.com/hc/en-us/articles/8496123584781-How-to-get-started-with-Facebook-Lead-Ads-for-Business-Admins-on-Zapier). ## LinkedIn Ads update We’ve enhanced the **Create Report action** to allow you to customize your reports. Report. You can now add up to 3 pivot groups and select a variety of metrics to gather insights on your data. Learn more about [getting started with LinkedIn Ads](https://help.zapier.com/hc/en-us/articles/8496049749133-How-to-Get-Started-with-LinkedIn-Ads-on-Zapier). ## Microsoft Outlook update A few customers spotted that the _New Event_ and _Updated Event_ triggers pulled different Event IDs for the same event. As a result, we’ve updated the **Updated Calendar Event trigger** to return the correct **Event ID** value – so that it matches the New Event trigger.  Learn more about [getting started with Microsoft Outlook](https://help.zapier.com/hc/en-us/articles/18836255979277). ## Google Workspace Admin update We’ve added the **Create User action** so now Google Workspace Admin can further streamline their user management tasks.Learn more about [getting started with Google Workspace Admin](https://help.zapier.com/hc/en-us/articles/17921241819021-How-to-get-started-with-Google-Workspace-Admin-on-Zapier#about-app-s-app).

https://help.zapier.com/hc/en-us/articles/18973518516109-App-updates-YouTube-BaseCamp3-Odoo-ERP-Self-Hosted-Facebook-Lead-Ads-LinkedIn-Ads-Microsoft-Outlook-and-Google-Workspace-Admin

You can use WhatsApp Notifications in your Zaps to send yourself WhatsApp messages to your WhatsApp account. Messages are limited to prefilled templates for: New Lead New Message Payment Confirmation New Order Shipping Confirmation Calendar Reminder To send yourself a text message: 1. Select your app and action event In the Zap editor, click the Action step, or click the plus + icon to add an action to your Zap. Search for and select WhatsApp Notifications by Zapier. Click the Event dropdown menu and select Send Message. Click Continue. 2. Confirm your phone number Click Sign In. The authentication dialog box will appear. Click the hyperlink this link. This will open a new tab in your browser to connect to your WhatsApp account. In the new tab, click Continue to Chat. You’ll then be prompted to open WhatsApp. If you have the WhatsApp application installed on your computer, you’ll receive a prompt to open up your WhatsApp application. If you don’t have the WhatsApp application, you can download it or use WhatsApp Web instead. Once you’ve opened WhatsApp in either the web browser or application, you’ll have a pre-filled message to send to Zapier. Click send. Switch tabs to your authentication dialog box tab. Tip To switch between tabs, use the keyboard shortcut Cmd + Shift + A (Mac) or Alt + Shift + A (Windows) In the Phone Number (WhatsApp) field, add your phone number linked to your WhatsApp account. It must include the country code, without any spaces or dashes. Click Send PIN. Zapier will send the OTP Code to your WhatsApp number. In the OTP Code field, add the OTP Code. Click Yes, Continue to WhatsApp Notifications by Zapier. Click Continue. 3. Customize your message From the Template dropdown, select what type of message you want to send: New Lead: 🚀 New lead alert: [First Name] [Last Name] is interested in your services! Email: [email address] Phone: [phone number] Lead Source [lead source] See Details: [link to lead] New Message: 📬 New message from [First Name] [Last Name]. Reply now at: [link to reply]. Payment Confirmation: 💰"Cha-ching! You received a [payment amount] from[First name] [last name]! New Order: Hey there! 🛍️ Your order [order number] has been confirmed. Shipping Confirmation: 📦 Good news! Your package is on its way! Track your order with this link: [Tracking Link] Calendar Reminder: "📅 Friendly reminder:[calendar event name] at [date] at [time]. Once a template is selected, the relevant fields related to the template will appear. Complete all relevant and required fields. Click Continue. Note Let our Support team know if you’d like to see new templates added. 4. Test your step Click Test step. If the step is successful, you’ll receive a message. Once you’ve set up your WhatsApp Notification action, you can add another action or finish setting up your Zap.

You can use WhatsApp Notifications in your Zaps to send yourself WhatsApp messages to your WhatsApp account.  Messages are limited to prefilled templates for: * New Lead * New Message  * Payment Confirmation * New Order * Shipping Confirmation * Calendar Reminder To send yourself a text message: ## 1\. Select your app and action event * In the Zap editor, click the **Action** step, or click the **plus + icon** to add an action to your Zap. * Search for and select **WhatsApp Notifications by Zapier**. * Click the **Event** dropdown menu and select **Send Message**. * Click **Continue**. ## 2\. Confirm your phone number  * Click **Sign In**. * The authentication dialog box will appear.  * Click the hyperlink **this link**. This will open a new tab in your browser to connect to your WhatsApp account. * In the new tab, click **Continue to Chat**.  * You’ll then be prompted to open WhatsApp. * If you have the WhatsApp application installed on your computer, you’ll receive a prompt to open up your WhatsApp application. * If you don’t have the WhatsApp application, you can download it or use WhatsApp Web instead. * Once you’ve opened WhatsApp in either the web browser or application, you’ll have a pre-filled message to send to Zapier. Click send.  * Switch tabs to your authentication dialog box tab.  Tip To switch between tabs, use the keyboard shortcut **Cmd** + **Shift** + **A** (Mac) or **Alt** + **Shift** + **A** (Windows)  * In the _Phone Number (WhatsApp_) field, add your **phone number** linked to your WhatsApp account. It must include the country code, without any spaces or dashes. * Click **Send PIN.** Zapier will send the OTP Code to your WhatsApp number. * In the _OTP Code_ field, add the **OTP Code**.  * Click **Yes, Continue to WhatsApp Notifications by Zapier**. * Click **Continue**. ## 3\. Customize your message * From the **Template** dropdown, select what type of message you want to send: * **New Lead**: * 🚀 New lead alert: \[First Name\] \[Last Name\] is interested in your services! * Email: \[email address\] * Phone: \[phone number\] * Lead Source \[lead source\] * See Details: \[link to lead\] * **New Message**:  * 📬 New message from \[First Name\] \[Last Name\]. Reply now at: \[link to reply\]. * **Payment Confirmation:** * 💰"Cha-ching! You received a \[payment amount\] from\[First name\] \[last name\]! * **New Order**: * Hey there! 🛍️ Your order \[order number\] has been confirmed. * **Shipping Confirmation**: * 📦 Good news! Your package is on its way! Track your order with this link: \[Tracking Link\] * **Calendar Reminder**: * "📅 Friendly reminder:\[calendar event name\] at \[date\] at \[time\]. * Once a template is selected, the relevant fields related to the template will appear. Complete all relevant and required fields. * Click **Continue**.  Note Let our [Support team](https://zapier.com/app/get-help) know if you’d like to see new templates added.  ## 4\. Test your step * Click **Test step.** If the step is successful, you’ll receive a message. Once you’ve set up your WhatsApp Notification action, you can add another action or finish setting up your Zap.

https://help.zapier.com/hc/en-us/articles/19805639844621-Send-messages-in-Zaps-using-WhatsApp

Connect to Give Lively on Zapier Give Lively uses API keys to authenticate your account on Zapier. Required authentication fields Give Lively Domain (Production or Sandbox) Organization ID (see steps below) API Key (see steps below) Optional authentication fields None Additional authentication instructions Log in to the Give Lively Nonprofit Admin Portal. On the left navigation menu, go to Settings Then, go to Organization Settings. Select Integrations. Scroll down to the Zapier section and click Settings. Click to generate your API key. Learn more about authenticating your Give Lively account in Zapier. About Give Lively's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Give Lively plan required? No Are any special account permissions required? No Are there usage limits? No Are there pagination limits? Yes A single page will never show more than 1,000 results, but there is no limit to the number of pages that can be requested. 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 Find additional info about using Give Lively in Zapier.

## Connect to Give Lively on Zapier Give Lively uses API keys to authenticate your account on Zapier. ### Required authentication fields * Give Lively Domain (Production or Sandbox) * Organization ID (see steps below) * API Key (see steps below) ### Optional authentication fields * None ### Additional authentication instructions 1. Log in to the [Give Lively Nonprofit Admin Portal](https://secure.givelively.org/users/sign_in). 2. On the left navigation menu, go to **Settings** 3. Then, go to **Organization Settings**. 4. Select **Integrations**. 5. Scroll down to the Zapier section and click **Settings**. 6. Click to generate your API key. Learn more about [authenticating your Give Lively account](https://platform.zapier.com/docs/auth) in Zapier. ## About Give Lively's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Give Lively plan required? | No | | | Are any special account permissions required? | No | | | Are there usage limits? | No | | | Are there pagination limits? | Yes | A single page will never show more than 1,000 results, but there is no limit to the number of pages that can be requested. | | 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 | Find additional info about [using Give Lively](https://www.givelively.org/resources/get-started-with-give-livelys-zapier-integration) in Zapier. |

https://help.zapier.com/hc/en-us/articles/19428113584653-How-to-get-started-with-Give-Lively-on-Zapier

Connect to Omnisend on Zapier Omnisend uses API keys to authenticate your account on Zapier. Required authentication fields API Key Additional authentication instructions You can learn more about generating an Omnisend API Key. About Omnisend's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Omnisend plan required? No View Omnisend's plans. Are any special account permissions required? No Learn more about Omnisend's account permissions. Are there usage limits? Yes API requests limit rate: 400 requests per 1 minute. Rate limits will be returned with every request in the following headers: X-Rate-Limit-Limit - The number of allowed requests in the current period. X-Rate-Limit-Remaining - The number of remaining requests in the current period. X-Rate-Limit-Reset - The number of seconds left in the current period. If you'll reach a rate limit, you'll get a 429 response. Learn more about Omnisend's usage limits. Are there pagination limits? Yes Learn more about Omnisend's pagination limits. Do trigger samples use real data from your account or generic data? Not applicable Are custom fields supported? Yes Learn more about Omnisend's custom fields. Do update actions overwrite or append to existing data? Overwrite existing data Email address and phone numbers are used as contact identifiers in Omnisend. If you pass any additional properties' values along with these two, no matter whether those properties were empty before or had different values, newly passed values will be applied. If you pass email address/phone number that doesn't exist in the Omnisend system, a new contact will be created. Learn more about Omnisend's update actions. Is there any additional info? Yes Find additional info about using Omnisend in Zapier.

## Connect to Omnisend on Zapier Omnisend uses API keys to authenticate your account on Zapier. ### Required authentication fields * API Key ### Additional authentication instructions You can learn more about [generating an Omnisend API Key](https://support.omnisend.com/en/articles/1061890-generating-api-key).  ## About Omnisend's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Omnisend plan required? | No | View Omnisend's [plans](https://www.omnisend.com/pricing/). | | Are any special account permissions required? | No | Learn more about Omnisend's [account permissions](https://support.omnisend.com/en/articles/3387080-user-roles-management). | | Are there usage limits? | Yes | * API requests limit rate: 400 requests per 1 minute.<br>* Rate limits will be returned with every request in the following headers:<br> * X-Rate-Limit-Limit - The number of allowed requests in the current period.<br> * X-Rate-Limit-Remaining - The number of remaining requests in the current period.<br> * X-Rate-Limit-Reset - The number of seconds left in the current period.<br><br>If you'll reach a rate limit, you'll get a 429 response. Learn more about Omnisend's [usage limits](https://api-docs.omnisend.com/reference/rate-limit-timeouts-errors). | | Are there pagination limits? | Yes | Learn more about Omnisend's [pagination limits](https://api-docs.omnisend.com/reference/pagination). | | Do trigger samples use real data from your account or generic data? | Not applicable | | | Are custom fields supported? | Yes | Learn more about Omnisend's [custom fields](https://support.omnisend.com/en/articles/4249357-custom-properties-vs-custom-fields#contacts-properties). | | Do update actions overwrite or append to existing data? | Overwrite existing data | Email address and phone numbers are used as contact identifiers in Omnisend. If you pass any additional properties' values along with these two, no matter whether those properties were empty before or had different values, newly passed values will be applied. If you pass email address/phone number that doesn't exist in the Omnisend system, a new contact will be created. <br>Learn more about Omnisend's [update actions](https://support.omnisend.com/en/articles/4237790-updating-your-contacts-profiles). | | Is there any additional info? | Yes | Find additional info about [using Omnisend](https://support.omnisend.com/en/articles/2440741-integration-with-zapier) in Zapier. |

https://help.zapier.com/hc/en-us/articles/19883756854925-How-to-get-started-with-Omnisend-on-Zapier

Connect to AdRoll on Zapier AdRoll uses OAuth to authenticate your account on Zapier. Log into AdRoll to authenticate. Grant Zapier permission to access your account if prompted to. Learn more about authenticating your AdRoll account in Zapier. About AdRoll's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid AdRoll plan required? No 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? Not applicable Is there any additional info? Yes You can use API Request action and App Extensions with AdRoll. Find additional info about using AdRoll in Zapier.

## Connect to AdRoll on Zapier AdRoll uses OAuth to authenticate your account on Zapier. * Log into AdRoll to authenticate. * Grant Zapier permission to access your account if prompted to. Learn more about [authenticating your AdRoll account](https://platform.zapier.com/docs/auth) in Zapier. ## About AdRoll's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid AdRoll plan required? | No | | | 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? | Not applicable | | | Is there any additional info? | Yes | * You can use [API Request action and App Extensions](https://help.zapier.com/hc/en-us/sections/16276507494541-API-Requests-App-Extensions) with AdRoll.<br>* Find additional info about [using AdRoll](https://help.adroll.com/hc/en-us/articles/218006277-Zapier) in Zapier. |

https://help.zapier.com/hc/en-us/articles/20251786873997-How-to-get-started-with-AdRoll-on-Zapier

Symptoms You've encountered an error message that mentions 'range', specifically phrases like: "cannot parse range" "400 Error: Requested writing within range..." Causes There are four potential reasons behind this error: Colon in spreadsheet or worksheet title: If your spreadsheet or worksheet title contains a colon (:), it can interfere with Zapier's functionality. Empty Zap fields: Occasionally, when the Zap tries adding a blank row, it might lead to this error. Changed spreadsheet or worksheet name: If the name of the spreadsheet or worksheet has been altered since you initially set up the Zap, it can cause this error. Sheet formatting issues: You have frozen, hidden rows or columns. You have protected rows or columns. How to fix it To fix this error, follow these steps: Check for colons in a spreadsheet or worksheet title: If found, remove the colons and save the changes. Verify Zap field mappings: Review the Zap's fields and ensure that all required fields are mapped and contain appropriate values. If any fields are missing or empty, map them and provide the necessary data. Check for name changes: Confirm that the spreadsheet and worksheet names haven't been changed since setting up the Zap. If the names have been altered, temporarily disable the Zap, make the necessary name changes, and then re-enable the Zap. Check if any rows or columns are frozen, hidden, or protected in the target range and adjust accordingly.

## Symptoms You've encountered an error message that mentions 'range', specifically phrases like: * "cannot parse range" * "400 Error: Requested writing within range..." ## Causes There are four potential reasons behind this error: 1. **Colon in spreadsheet or worksheet title:** If your spreadsheet or worksheet title contains a colon (:), it can interfere with Zapier's functionality.  2. **Empty Zap fields:** Occasionally, when the Zap tries adding a blank row, it might lead to this error.  3. **Changed spreadsheet or worksheet name:** If the name of the spreadsheet or worksheet has been altered since you initially set up the Zap, it can cause this error.  4. **Sheet formatting issues**: * You have frozen, hidden rows or columns. * You have protected rows or columns. ## How to fix it To fix this error, follow these steps: 1. **Check for colons in a spreadsheet or worksheet title:** If found, remove the colons and save the changes. 2. **Verify Zap field mappings:** Review the Zap's fields and ensure that all required fields are [mapped](https://help.zapier.com/hc/en-us/articles/8496343026701) and contain appropriate values. If any fields are missing or empty, map them and provide the necessary data. 3. **Check for name changes:** Confirm that the spreadsheet and worksheet names haven't been changed since setting up the Zap. If the names have been altered, temporarily disable the Zap, make the necessary name changes, and then re-enable the Zap. 4. **Check if any rows or columns are frozen, hidden, or protected** in the target range and adjust accordingly.

https://help.zapier.com/hc/en-us/articles/21745800024077-Google-Sheets-error-cannot-pass-range-or-requested-writing-within-range

Note This information was accurate at the time of publication. Please check out the latest product release notes for any updates or changes. Envoy for Visitors: App Update Enhance visitor sign-in procedures with Envoy for Visitors' latest feature. You can now add NDA links to the sign-in process, making it more streamlined for visitors to review and sign the necessary documents seamlessly. OneDrive: App update OneDrive's latest update enhances collaboration by introducing support for shared files and folders in triggers. This feature allows you to automate workflows involving documents and directories shared with you or by you, making team collaboration more seamless than ever. Learn more about getting started with OneDrive. Sera Systems: App update Great news for Sera Systems users! We have just added a new feature to the Appointment Trip Started trigger. Now, you can take advantage of the new Notify Customer field. This means that whenever an appointment trip is started, you can automatically notify the customer. TalentLMS: New feature We're excited to announce a new feature in the TalentLMS integration! You can now use the Remove User from Group action to remove a user from a group easily. This action allows you to manage your user groups efficiently and ensure they are up-to-date. With this new capability, you can streamline your user management process and keep your groups organized. Enjoy the added flexibility and control in your TalentLMS integration! PassKit Membership: App update Our latest update to PassKit Membership brings new triggers to streamline your customer relationship management. Pass Updated: Keep track of any changes to your membership passes in real-time. Pass Installed: Get notified whenever a new membership pass is installed by a customer. Pass Uninstalled: Track when a membership pass is uninstalled so you can engage with customers accordingly. Cobot: App Update Cobot has released an update enhancing its users' automation capabilities. The latest changes include: A new trigger has been added to facilitate workflows involving external bookings, streamlining the way you manage reservations. The app code is now open source, and contributions are invited on their GitHub repository to fortify and expand the integration's features and reliability.

 Note This information was accurate at the time of publication. Please check out the latest [product release notes](https://help.zapier.com/hc/en-us/categories/13951101412877-Product-updates) for any updates or changes. ## Envoy for Visitors: App Update Enhance visitor sign-in procedures with Envoy for Visitors' latest feature. You can now add NDA links to the sign-in process, making it more streamlined for visitors to review and sign the necessary documents seamlessly. ## OneDrive: App update OneDrive's latest update enhances collaboration by introducing support for shared files and folders in triggers. This feature allows you to automate workflows involving documents and directories shared with you or by you, making team collaboration more seamless than ever. Learn more about [getting started with OneDrive](https://help.zapier.com/hc/en-us/articles/8495920347533). ## Sera Systems: App update Great news for Sera Systems users! We have just added a new feature to the **Appointment Trip Started** trigger. Now, you can take advantage of the new _Notify Customer_ field. This means that whenever an appointment trip is started, you can automatically notify the customer. ## TalentLMS: New feature We're excited to announce a new feature in the TalentLMS integration! You can now use the **Remove User from Group** action to remove a user from a group easily. This action allows you to manage your user groups efficiently and ensure they are up-to-date. With this new capability, you can streamline your user management process and keep your groups organized. Enjoy the added flexibility and control in your TalentLMS integration! ## PassKit Membership: App update Our latest update to PassKit Membership brings new triggers to streamline your customer relationship management. * **Pass Updated:** Keep track of any changes to your membership passes in real-time. * **Pass Installed:** Get notified whenever a new membership pass is installed by a customer. * **Pass Uninstalled:** Track when a membership pass is uninstalled so you can engage with customers accordingly. ## Cobot: App Update Cobot has released an update enhancing its users' automation capabilities. The latest changes include: * A new trigger has been added to facilitate workflows involving external bookings, streamlining the way you manage reservations. * The app code is now open source, and contributions are invited on their GitHub repository to fortify and expand the integration's features and reliability.

https://help.zapier.com/hc/en-us/articles/21852796859789-App-update-Envoy-for-Visitors-OneDrive-Sera-Systems-TalentLMS-PassKit-Membership-and-Cobot

Note This information was accurate at the time of publication. Please check out the latest product release notes for any updates or changes. New app: Microsoft Dynamics365 Business Central Overseeing all aspects of your business can be challenging. Our newest app, Microsoft Dynamics Business Central, is here to make operations smoother. You can now track deliveries and manage your supply chain using the Find Shipment action. You can now create bespoke actions using API Request actions and App Extensions. Learn more about getting started with Microsoft Dynamics365 Business Central. New app: WhatsApp Notifications Keeping track of every update can be overwhelming. Our new WhatsApp Notifications app eases this pain point by sending you vital updates straight to your WhatsApp, saving you time and effort. We have prefilled templates for various notifications: New Leads New Messages Payment Confirmations New Orders Shipping Confirmations Calendar Reminders Learn more about sending messages using WhatsApp. Microsoft Dynamics 365 CRM update We’ve added the Update Campaign Response action, so you can keep your CRM data current. Learn more about getting started with Microsoft Dynamics 365 CRM. AdRoll update You can now create bespoke actions for AdRoll using API Request actions and App Extensions. Learn more about getting started with AdRoll. Microsoft Outlook update We’ve updated the Find Event action to allow you to search by a unique ID too. Learn more about getting started with Microsoft Outlook. Google BigQuery update We’ve made several improvements to Google BigQuery: In triggers and actions, where applicable, we’ve added dropdown menus so you can select: Project ID Datasets Tables For the Run a Query search action, we return an empty array when no rows are found. Learn more about getting started with Google BigQuery. Microsoft SharePoint update We’ve added two new triggers to help you manage files in Microsoft SharePoint: New File Created Update File We’ve also fixed a bug where users got a non-descriptive error message for Update a File action. Going forward, error messages will include more details as to why the action didn’t work as expected, to help you fix your Zaps. Learn more about getting started with Microsoft SharePoint. Airtable update We’ve added the Create or Update Record action to enable you to create or update existing records. Learn more about getting started with Airtable.

 Note This information was accurate at the time of publication. Please check out the latest [product release notes](https://help.zapier.com/hc/en-us/categories/13951101412877-Product-updates) for any updates or changes. ## New app: Microsoft Dynamics365 Business Central Overseeing all aspects of your business can be challenging. Our newest app, Microsoft Dynamics Business Central, is here to make operations smoother. You can now track deliveries and manage your supply chain using the **Find Shipment action**. You can now create bespoke actions using [API Request actions and App Extensions](https://help.zapier.com/hc/en-us/sections/16276507494541-API-Requests-App-Extensions).  Learn more about [getting started with Microsoft Dynamics365 Business Central](https://help.zapier.com/hc/en-us/articles/20255464575757). ## New app: WhatsApp Notifications Keeping track of every update can be overwhelming. Our new WhatsApp Notifications app eases this pain point by sending you vital updates straight to your WhatsApp, saving you time and effort. We have prefilled templates for various notifications: * New Leads * New Messages * Payment Confirmations * New Orders * Shipping Confirmations * Calendar Reminders Learn more about [sending messages using WhatsApp.](https://help.zapier.com/hc/en-us/articles/19805639844621-Send-messages-in-Zaps-using-WhatsApp) ## Microsoft Dynamics 365 CRM update We’ve added the Update Campaign Response action, so you can keep your CRM data current. Learn more about [getting started with Microsoft Dynamics 365 CRM](https://help.zapier.com/hc/en-us/articles/8496068258189-How-to-get-started-with-Microsoft-Dynamics-365-CRM-on-Zapier).  ## AdRoll update You can now create bespoke actions for AdRoll using [API Request actions and App Extensions](https://help.zapier.com/hc/en-us/sections/16276507494541-API-Requests-App-Extensions).  Learn more about [getting started with AdRoll](https://help.zapier.com/hc/en-us/articles/20251786873997). ## Microsoft Outlook update We’ve updated the **Find Event action** to allow you to search by a unique ID too. Learn more about [getting started with Microsoft Outlook](https://help.zapier.com/hc/en-us/articles/18836255979277-How-to-get-started-with-Microsoft-Outlook-on-Zapier). ## Google BigQuery update We’ve made several improvements to Google BigQuery: * In triggers and actions, where applicable, we’ve added dropdown menus so you can select: * Project ID * Datasets * Tables * For the **Run a Query search action**, we return an empty array when no rows are found. Learn more about [getting started with Google BigQuery](https://help.zapier.com/hc/en-us/articles/13623299982221-How-to-get-started-with-Google-BigQuery-on-Zapier). ## Microsoft SharePoint update We’ve added two new triggers to help you manage files in Microsoft SharePoint: * **New File Created** * **Update File** We’ve also fixed a bug where users got a non-descriptive error message for **Update a File** action. Going forward, error messages will include more details as to why the action didn’t work as expected, to help you fix your Zaps. Learn more about [getting started with Microsoft SharePoint](https://help.zapier.com/hc/en-us/articles/16774279432205-How-to-get-started-with-Microsoft-SharePoint-on-Zapier). ## Airtable update We’ve added the **Create or Update Record action** to enable you to create or update existing records. Learn more about [getting started with Airtable](https://help.zapier.com/hc/en-us/articles/8495995404173-How-to-Get-Started-with-Airtable-on-Zapier).

https://help.zapier.com/hc/en-us/articles/20258099402381-App-updates-Microsoft-Dynamics365-Business-Central-WhatsApp-Notifications-AdRoll-Google-BigQuery-and-more

Connect to Fideltour on Zapier Fideltour uses session authentication to authenticate your account on Zapier. Required authentication fields Username Password About Fideltour's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only If the username or password is not valid, you will receive an authentication error and a 401 status code. Learn more about Fideltour's supported accounts. Is a paid Fideltour plan required? No Are any special account permissions required? Yes You must have permission granted from hoteldatahub@fideltour.com to use the Fideltour app. Learn more about Fideltour's account permissions. Are there usage limits? Yes Request timeout: A request that queries a large amount of data may cause a delay in the server's response. This is common in APIs. User lockout: If irresponsible use of the application is detected, the user will be blocked and have to contact hoteldatahub@fideltour.com to resume their activity. Are there pagination limits? Yes It's recommended not to request more than 200 records at a time to avoid a timeout error. Do trigger samples use real data from your account or generic data? Real trigger samples Are custom fields supported? No Do update actions overwrite or append to existing data? Overwrite existing data The data sent in the update method replaces the existing data. Special care must be taken with multi-value fields (arrays). If you want to add a value and not overwrite the existing one, you must send the new value plus the existing ones. This way information will not be lost. Is there any additional info? Yes Find additional info about using Fideltour in Zapier.

## Connect to Fideltour on Zapier Fideltour uses session authentication to authenticate your account on Zapier. ### Required authentication fields * Username * Password ## About Fideltour's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | If the username or password is not valid, you will receive an authentication error and a 401 status code. Learn more about Fideltour's [supported accounts](https://learn.fideltour.com/external/manual/zapier/article/fideltour-zapier?p=a0f1f9539beee4f1ce92b65b4bf3ab0c1e76c779a46f22f67b9dab9f933f7d28). | | Is a paid Fideltour plan required? | No | | | Are any special account permissions required? | Yes | You must have permission granted from [hoteldatahub@fideltour.com](mailto:hoteldatahub@fideltour.com) to use the Fideltour app. Learn more about Fideltour's [account permissions](https://learn.fideltour.com/external/manual/zapier/article/fideltour-zapier?p=a0f1f9539beee4f1ce92b65b4bf3ab0c1e76c779a46f22f67b9dab9f933f7d28). | | Are there usage limits? | Yes | * Request timeout: A request that queries a large amount of data may cause a delay in the server's response. This is common in APIs.<br>* User lockout: If irresponsible use of the application is detected, the user will be blocked and have to contact hoteldatahub@fideltour.com to resume their activity. | | Are there pagination limits? | Yes | It's recommended not to request more than 200 records at a time to avoid a timeout error. | | Do trigger samples use real data from your account or generic data? | Real trigger samples | | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Overwrite existing data | The data sent in the update method replaces the existing data. Special care must be taken with multi-value fields (arrays). If you want to add a value and not overwrite the existing one, you must send the new value plus the existing ones. This way information will not be lost. | | Is there any additional info? | Yes | Find additional info about [using Fideltour](https://learn.fideltour.com/external/manual/zapier/article/fideltour-zapier?p=a0f1f9539beee4f1ce92b65b4bf3ab0c1e76c779a46f22f67b9dab9f933f7d28) in Zapier. |

https://help.zapier.com/hc/en-us/articles/21389732808077-How-to-get-started-with-Fideltour-on-Zapier

Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. Zapier Chatbots use OpenAI's GPT-3.5-turbo model by default. To use GPT-4 and other models, you can add your own API key from your OpenAI account. Note This feature is exclusive to paid Zapier Chatbots plans. Learn more on the pricing page. Connect your OpenAI account You do not need a ChatGPT paid account to use your API key, but you must have a payment method on your OpenAI account, as any usage will be charged to your account. You can find your API key following OpenAI's instructions. To create a connection using your own OpenAI API key: From your Chatbots dashboard, click the name of the chatbot. In the Setup tab, scroll down to the Model field. Click the Manage authentication link. A new window/tab will open. Click Add connection. Paste your OpenAI API key in the field provided. Click Yes, Continue. Once you select a connection, the Model dropdown menu will display the models available for your account. The model selection may not reflect what you see on your OpenAI account, as not all models are available for use through an API. Note Currently, chatbots can only use OpenAI API keys. To help Zapier understand what other models would be most helpful for you in the future, you can submit a feature request. If you connect your API key and use the models available, you will be charged for end-user chatbot usage through your OpenAI account accordingly. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Chatbots team. Related to: Beta Feature AI-powered

Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. Zapier Chatbots use OpenAI's GPT-3.5-turbo model by default. To use GPT-4 and other models, you can add your own API key from your OpenAI account.  Note This feature is exclusive to paid Zapier Chatbots plans. Learn more on the [pricing page](https://zapier.com/app/chatbots/pricing). ## Connect your OpenAI account You do not need a ChatGPT paid account to use your API key, but you must have a payment method on your OpenAI account, as any usage will be charged to your account. You can find your API key following [OpenAI's instructions](https://help.openai.com/en/articles/4936850-where-do-i-find-my-api-key). To create a connection using your own OpenAI API key: 1. From your Chatbots dashboard, click the **name of the chatbot**. 2. In the **Setup** tab, scroll down to the _Model_ field.  3. Click the **Manage authentication** link. 1. A new window/tab will open. Click **Add connection**.  2. Paste your **OpenAI API key** in the field provided. 3. Click **Yes, Continue**. Once you select a connection, the _Model_ dropdown menu will display the models available for your account. The model selection may not reflect what you see on your OpenAI account, as not all models are available for use through an API.  Note * Currently, chatbots can only use OpenAI API keys. To help Zapier understand what other models would be most helpful for you in the future, you can submit a [feature request](https://ai-chatbot-help.zapier.app/contact-us).  * If you connect your API key and use the models available, you will be charged for end-user chatbot usage through your OpenAI account accordingly. ## Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help [from the Zapier Chatbots team](https://ai-chatbot-help.zapier.app/home). #### Related to: * [Beta Feature](https://help.zapier.com/hc/en-us/search?content_tags=01GW2GMBHGXSBV0YXVXNB5E3E0&utf8=%E2%9C%93 "Search results") * [AI-powered](https://help.zapier.com/hc/en-us/search?content_tags=01H05P2KJ9HF0KA1HX7Z2C96KD&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/21959873616013-Use-your-own-API-key-with-a-Zapier-Chatbot

Zap run details provide information about the Zap such as the Zap run status and data that were received and sent by each step. You can review individual Zap runs by selecting them from the list in Zap history or in the Zap runs section in the left sidebar of the Zap editor. Reviewing the Zap run status When you select a Zap run, you can review the status of each step. If it was not successful, a notification with additional details, such as an error message. If the Zap run has a Stopped / errored status, a notification about the error appears at the top of the page. A Replay Zap Run button also appears so you can replay the errored step. Zap run settings Above the individual Zap run steps, there is information about which version of the Zap that was used for that run, the date the Zap triggered, the timezone the Zap uses, and the number of tasks that the Zap run used when it ran. Zap steps You can see more details for each step in a Zap run. Each step shows what app was used, the status of the step, the timestamp when it ran, data that were received and sent, and troubleshooting help if the step errored. Data In: the data that was sent to the connected app for the given step. Data Out: the data that was received from the connected app for the given step. Troubleshoot: an AI-powered troubleshooting guide for errored Zap runs. Logs: a detailed HTTP log for the step that can be used for troubleshooting. Logs may take up to 3 minutes to load. Logs are only available for up to 7 days after a step runs, including replay attempts.

Zap run details provide information about the Zap such as the [Zap run status](https://help.zapier.com/hc/en-us/articles/20505304170637) and data that were received and sent by each step. You can review individual Zap runs by selecting them from the list in [Zap history](https://help.zapier.com/hc/en-us/articles/8496291148685) or in the _Zap runs_ section in the left sidebar of the [Zap editor](https://help.zapier.com/hc/en-us/articles/16722578092429).  ## Reviewing the Zap run status When you select a Zap run, you can review the status of each step. If it was not successful, a notification with additional details, such as an error message. If the Zap run has a _Stopped / errored_ status, a notification about the error appears at the top of the page. A _Replay Zap Run_ button also appears so you can [replay](https://help.zapier.com/hc/en-us/articles/19220226086797) the errored step. ## Zap run settings Above the individual Zap run steps, there is information about which [version](https://help.zapier.com/hc/en-us/articles/9693520498445) of the Zap that was used for that run, the date the Zap triggered, the [timezone the Zap uses](https://help.zapier.com/hc/en-us/articles/8496309697421), and the number of [tasks that the Zap run used](https://help.zapier.com/hc/en-us/articles/8496196837261) when it ran. ## Zap steps You can see more details for each step in a Zap run. Each step shows what app was used, the status of the step, the timestamp when it ran, data that were received and sent, and troubleshooting help if the step errored. * **Data In**: the data that was sent to the connected app for the given step. * **Data Out**: the data that was received from the connected app for the given step. * **Troubleshoot**: an [AI-powered troubleshooting guide](https://help.zapier.com/hc/en-us/articles/16977917727757) for errored Zap runs. * **Logs**: a detailed HTTP log for the step that can be used for troubleshooting. * Logs may take up to 3 minutes to load. * Logs are only available for up to 7 days after a step runs, including replay attempts.

https://help.zapier.com/hc/en-us/articles/20512774106125-View-specific-Zap-run-details

Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. You can personalize Zapier Chatbots by writing a custom directive and greeting. To edit the Directive field: In your Zapier Chatbots dashboard, click the name of the chatbot. Click the Instructions tab. Enter your directive in the Directive field. Click Save changes. Directive structure The Directive field defines how the chatbot will respond to questions within a conversation. To get the best results, make small edits to your directive and test the chatbot until you get the desired result. Zapier Chatbots work well with clearly defined, detailed instructions. Below, you'll find a breakdown of the information your goal should include: Role: tell the chatbot who it is supposed to represent, a customer service rep, for example. Objective: what is the main goal of the chatbot? It may be something like helping users find information about products or directing a team member to resources. Audience: let the chatbot know who it's talking to, so it can be more precise. Context: you can give the chatbot knowledge about your products or services. Style: consider if it should reply with a specific structure, such as bullet points or headers. Custom knowledge: give details about the custom knowledge file (if using one). Other rules: add anything else you want the chatbot to consider when replying. Example Here’s a directive template that you can fill in: You are an expert in [add a topic, job, or special skill information]. You will engage with individuals who are [describe the primary audience] interested in [include what they want to learn]. Your objective is to do the following: [add a goal the chatbot should accomplish by the end of the conversation, such as answering questions, sharing resources, or generating content]. You should refer to the custom knowledge file when answering questions, and it has the following format: [describe how to identify a question and its corresponding answer, such as "each question starts with "Q:" and the answer comes after it, starting with "A:"]. Your style is [personality traits like "professional" or "engaging"], and you structure your responses in the following way: [formatting requirements such as bullet points, headers, include emoji]. You will need the following background information to complete your goal: [add a few bullet points with helpful context]. You should never make up information in your responses or [add any other rules it must follow, such as not talking about other topics or directing the user to a support form if it cannot answer the question]. Note The chatbot will flag directives that don't fit moderation standards and prevent them from being saved or shared. This includes directives that are built with purposes of harassment, sexual content, or violence. Using directives with custom knowledge In paid Zapier plans, you can upload your own custom knowledge files, and these can be used by your chatbot to ensure that it focuses on the appropriate information when answering questions. Learn more about how to use custom knowledge. Note Zapier has begun incorporating certain OpenAI features/functionalities into its product. How OpenAI handles data sent via these features/functionalities is governed by Zapier’s separate contract with OpenAI. To protect our customers, we have obtained OpenAI's agreement not to fine-tune/model train with customer content. Chatbot greeting Chatbot greetings can also be tailored to each user. The greeting can help users understand how the chatbot can support them. To set the greeting type: In the Setup tab of your chatbot, select a Greeting type: Static: the same greeting will be used every time. Generated: the chatbot will use AI to generate a new greeting based on your instructions. If you select "Static," use the Greeting text field to write your greeting. If you select "Generated," use the Greeting prompt field to tell the chatbot how to greet users. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Chatbots team. Related to: Beta Feature AI-powered

Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. You can personalize Zapier Chatbots by writing a custom directive and greeting. To edit the _Directive_ field: 1. In your Zapier Chatbots dashboard, click the **name of the chatbot**. 2. Click the **Instructions** tab. 3. Enter your directive in the _Directive_ field. 4. Click **Save changes**. ## Directive structure The _Directive_ field defines how the chatbot will respond to questions within a conversation. To get the best results, make small edits to your directive and test the chatbot until you get the desired result.  Zapier Chatbots work well with clearly defined, detailed instructions. Below, you'll find a breakdown of the information your goal should include: * **Role:** tell the chatbot who it is supposed to represent, a customer service rep, for example. * **Objective:** what is the main goal of the chatbot? It may be something like helping users find information about products or directing a team member to resources. * **Audience:** let the chatbot know who it's talking to, so it can be more precise. * **Context:** you can give the chatbot knowledge about your products or services. * **Style:** consider if it should reply with a specific structure, such as bullet points or headers.  * **Custom knowledge:** give details about the [custom knowledge file](https://help.zapier.com/hc/en-us/articles/21960412486541) (if using one).  * **Other rules:** add anything else you want the chatbot to consider when replying. Example Here’s a directive template that you can fill in: You are an expert in \[add a topic, job, or special skill information\]. You will engage with individuals who are \[describe the primary audience\] interested in \[include what they want to learn\]. Your objective is to do the following: \[add a goal the chatbot should accomplish by the end of the conversation, such as answering questions, sharing resources, or generating content\]. You should refer to the custom knowledge file when answering questions, and it has the following format: \[describe how to identify a question and its corresponding answer, such as "each question starts with "Q:" and the answer comes after it, starting with "A:"\]. Your style is \[personality traits like "professional" or "engaging"\], and you structure your responses in the following way: \[formatting requirements such as bullet points, headers, include emoji\]. You will need the following background information to complete your goal: \[add a few bullet points with helpful context\]. You should never make up information in your responses or \[add any other rules it must follow, such as not talking about other topics or directing the user to a support form if it cannot answer the question\]. Note The chatbot will flag directives that don't fit moderation standards and prevent them from being saved or shared. This includes directives that are built with purposes of harassment, sexual content, or violence.  ## Using directives with custom knowledge In paid Zapier plans, you can upload your own custom knowledge files, and these can be used by your chatbot to ensure that it focuses on the appropriate information when answering questions. Learn more about [how to use custom knowledge](https://help.zapier.com/hc/en-us/articles/21960412486541). Note Zapier has begun incorporating certain OpenAI features/functionalities into its product. How OpenAI handles data sent via these features/functionalities is governed by Zapier’s separate contract with OpenAI. To protect our customers, we have obtained OpenAI's agreement not to fine-tune/model train with customer content. ## Chatbot greeting Chatbot greetings can also be tailored to each user. The greeting can help users understand how the chatbot can support them. To set the greeting type: * In the **Setup** tab of your chatbot, select a _Greeting type_: * **Static:** the same greeting will be used every time. * **Generated:** the chatbot will use AI to generate a new greeting based on your instructions. If you select "Static," use the _Greeting text_ field to write your greeting. If you select "Generated," use the _Greeting prompt_ field to tell the chatbot how to greet users. ## Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help [from the Zapier Chatbots team](https://ai-chatbot-help.zapier.app/home). #### Related to: * [Beta Feature](https://help.zapier.com/hc/en-us/search?content_tags=01GW2GMBHGXSBV0YXVXNB5E3E0&utf8=%E2%9C%93 "Search results") * [AI-powered](https://help.zapier.com/hc/en-us/search?content_tags=01H05P2KJ9HF0KA1HX7Z2C96KD&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/21960096032141-Create-a-directive-and-greeting-for-your-chatbot

Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. You can connect Zapier Chatbots to your knowledge sources to ensure responses are focused on your business or project. The chatbot can use files or tables as its exclusive source of information for answers, and you can also set a custom response for when information cannot be found in the file. Note This feature is exclusive to paid Zapier Chatbots plans. Learn more on the pricing page. Limitations Maximum file size: 1MB. Accepted file formats: .txt, .csv, .json, .pdf, .doc, .docx Maximum number of files: one for the Premium plan, and three for Advanced. Learn more about Chatbots plans. Maximum rows for Zapier Tables: first 1,000 rows. Add knowledge sources Knowledge sources can be either files or a table using Zapier Tables. Add files In your Chatbots dashboard, click the name of the chatbot. Click the Instructions tab. Click + Add source. The Type section will have File selected by default. Click Browse files. Find and select the source file you want to use. In the Description field, give some context of what the file contains. Click Add source. It may take a moment to process, depending on the file size. Re-sync your Zapier table If you use Zapier Tables as a knowledge source, it will be synced to the chatbot once you add it. You can re-sync manually if you make changes to the table. In your Chatbots dashboard, click the name of the chatbot. Click the Instructions tab. Click Sync, beside the name of the table. You can also see the contents of the table by clicking its name. Delete custom knowledge To delete a knowledge source: In the Instructions tab of your chatbot, click the Delete knowledge source icon , which will appear in the same field as the file name. Click Delete to confirm you want to remove the data source. It might take a moment to remove it. Structure your knowledge source When you use a knowledge source, Zapier Chatbots will break that information into smaller chunks, so the chatbot can efficiently use the most relevant pieces of information during a conversation. Because of this, the most effective way to structure your knowledge source is to group related information together. See below how the chatbot will use information in different knowledge source types: Structured data (such as CSV, JSON and Zapier Tables): the chatbot assumes information in the same row is related (this includes multiple columns). So information in cells A1, B1, and C1 would be grouped as a related chunk of knowledge for the chatbot. Unstructured file (such as PDF, DOC and TXT): the chatbot looks for a double return space to indicate separate pieces of information. Placing related information within a paragraph together with the header can help improve answer accuracy. Adjust chatbot behavior for missing answers If the chatbot uses custom knowledge, you can define how it will respond when the file has no results that match a specific question. To change the missing answer behavior: In the Instructions tab of your chatbot, click the When results are not found from the knowledge sources dropdown menu. Select an option from the dropdown menu: Generate an AI response without knowledge source (default): the chatbot will generate a response using the connected OpenAI model. It will not use any additional context provided by any connected knowledge sources. Show a custom message: write a message that will be displayed if the chatbot cannot find an answer within any connected knowledge sources. Tip You can use a custom message to send users to other sources of help, such as your contact form. Data retention Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Chatbots team. Related to: Beta Feature AI-powered

Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. You can connect Zapier Chatbots to your knowledge sources to ensure responses are focused on your business or project. The chatbot can use files or tables as its exclusive source of information for answers, and you can also set a custom response for when information cannot be found in the file. Note This feature is exclusive to paid Zapier Chatbots plans. Learn more on the [pricing page](https://zapier.com/app/chatbots/pricing). ## Limitations * **Maximum file size:** 1MB. * **Accepted file formats:** .txt, .csv, .json, .pdf, .doc, .docx * **Maximum number of files:** one for the Premium plan, and three for Advanced. Learn more about [Chatbots plans](https://zapier.com/app/chatbots/pricing). * **Maximum rows for Zapier Tables:** first 1,000 rows. ## Add knowledge sources Knowledge sources can be either files or a table using [Zapier Tables](https://help.zapier.com/hc/en-us/categories/13398036609933-Tables).  ### Add files 1. In your [Chatbots dashboard](https://zapier.com/app/chatbots), click the **name of the chatbot**. 2. Click the **Instructions** tab. 3. Click **\+ Add source**. 4. The _Type_ section will have **File** selected by default. Click **Browse files**. 5. Find and select the **source file** you want to use.  6. In the **Description** field, give some context of what the file contains. 7. Click **Add source**. It may take a moment to process, depending on the file size. ### Re-sync your Zapier table If you use [Zapier Tables](https://help.zapier.com/hc/en-us/categories/13398036609933-Tables) as a knowledge source, it will be synced to the chatbot once you add it. You can re-sync manually if you make changes to the table. 1. In your [Chatbots dashboard](https://zapier.com/app/chatbots), click the **name of the chatbot**. 2. Click the **Instructions** tab. 3. Click **Sync**, beside the name of the table. You can also see the contents of the table by clicking its name.  ### Delete custom knowledge To delete a knowledge source: 1. In the _Instructions_ tab of your chatbot, click the **Delete knowledge source icon** , which will appear in the same field as the file name. 2. Click **Delete** to confirm you want to remove the data source. It might take a moment to remove it. ## Structure your knowledge source When you use a knowledge source, Zapier Chatbots will break that information into smaller chunks, so the chatbot can efficiently use the most relevant pieces of information during a conversation. Because of this, the most effective way to structure your knowledge source is to group related information together. See below how the chatbot will use information in different knowledge source types: * **Structured data (such as CSV, JSON and Zapier Tables):** the chatbot assumes information in the same row is related (this includes multiple columns). So information in cells A1, B1, and C1 would be grouped as a related chunk of knowledge for the chatbot. * **Unstructured file (such as PDF, DOC and TXT):** the chatbot looks for a double return space to indicate separate pieces of information. Placing related information within a paragraph together with the header can help improve answer accuracy. ## Adjust chatbot behavior for missing answers If the chatbot uses custom knowledge, you can define how it will respond when the file has no results that match a specific question.  To change the missing answer behavior: 1. In the _Instructions_ tab of your chatbot, click the **When results are not found from the knowledge sources** dropdown menu. 2. Select an **option** from the dropdown menu: * **Generate an AI response without knowledge source (default):** the chatbot will generate a response using the connected OpenAI model. It will not use any additional context provided by any connected knowledge sources.  * **Show a custom message:** write a message that will be displayed if the chatbot cannot find an answer within any connected knowledge sources.  Tip You can use a custom message to send users to other sources of help, such as your contact form.  ## Data retention Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the [specific guidelines for the product you're using](https://zapier.com/legal/data-retention-deletion). ## Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help [from the Zapier Chatbots team](https://ai-chatbot-help.zapier.app/home). #### Related to: * [Beta Feature](https://help.zapier.com/hc/en-us/search?content_tags=01GW2GMBHGXSBV0YXVXNB5E3E0&utf8=%E2%9C%93 "Search results") * [AI-powered](https://help.zapier.com/hc/en-us/search?content_tags=01H05P2KJ9HF0KA1HX7Z2C96KD&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/21960412486541-Use-knowledge-sources-with-a-chatbot

Note This information was accurate at the time of publication. Please check out the latest product release notes for any updates or changes. We’ve released an update to our domain capture feature. Now, domain capture is compatible with Google Single Sign-On. Now, when users sign up for Zapier by clicking the “Sign up with Google” button, their sign-up will be captured, ensuring that your employees are all under your Zapier for Companies account. Related to: Company Plans Beta Feature

 Note This information was accurate at the time of publication. Please check out the latest [product release notes](https://help.zapier.com/hc/en-us/categories/13951101412877-Product-updates) for any updates or changes. We’ve released an update to our [domain capture](https://help.zapier.com/hc/en-us/articles/19703377133325/) feature. Now, domain capture is compatible with Google Single Sign-On. Now, when users sign up for Zapier by clicking the “Sign up with Google” button, their sign-up will be captured, ensuring that your employees are all under your Zapier for Companies account.  #### Related to: * [Company Plans](https://help.zapier.com/hc/en-us/search?content_tags=01GW2G8XJKXHPX4RQD6J4VABWB&utf8=%E2%9C%93 "Search results") * [Beta Feature](https://help.zapier.com/hc/en-us/search?content_tags=01GW2GMBHGXSBV0YXVXNB5E3E0&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/22296803219725-Domain-capture-now-supports-Google-Single-Sign-On-SSO

Connect to Ikigai on Zapier Ikigai uses API keys to authenticate your account on Zapier. Required authentication fields API Key Email address Additional authentication instructions Log into your Ikigai app account. Click the Profile section at the bottom left corner. Select Keys. Click Generate API key. Copy the API key to your clipboard. Learn more about authenticating your Ikigai account in Zapier. About Ikigai's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Ikigai plan required? No View Ikigai's plans. Are any special account permissions required? Yes Users with view-only permission (with limited access to the platform) can't use the integration to work. If you see the error "You do not have enough privileges to perform this action" error while performing any actions in the platform, then you are restricted from using the triggers and actions. 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 Learn more about Ikigai's trigger samples. Are custom fields supported? Yes Learn more about Ikigai's custom fields. Do update actions overwrite or append to existing data? Overwrite existing data Is there any additional info? No Find additional info about using Ikigai in Zapier.

## Connect to Ikigai on Zapier Ikigai uses API keys to authenticate your account on Zapier. ### Required authentication fields * API Key * Email address ### Additional authentication instructions 1. Log into your **Ikigai app account**. 2. Click the **Profile** section at the bottom left corner. 3. Select **Keys**. 4. Click **Generate API key**. 5. Copy the **API key** to your clipboard. Learn more about [authenticating your Ikigai account](https://platform.zapier.com/docs/auth) in Zapier. ## About Ikigai's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Ikigai plan required? | No | View Ikigai's [plans](https://app.ikigailabs.io/dashboard/profile/account). | | Are any special account permissions required? | Yes | * Users with view-only permission (with limited access to the platform) can't use the integration to work.<br>* If you see the error "You do not have enough privileges to perform this action" error while performing any actions in the platform, then you are restricted from using the triggers and actions. | | 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 | Learn more about Ikigai's [trigger samples](https://docs.ikigailabs.io/guides/ikigai-api). | | Are custom fields supported? | Yes | Learn more about Ikigai's [custom fields](https://docs.ikigailabs.io/guides/ikigai-api). | | Do update actions overwrite or append to existing data? | Overwrite existing data | | | Is there any additional info? | No | Find additional info about using Ikigai in Zapier. |

https://help.zapier.com/hc/en-us/articles/21583323857549-How-to-get-started-with-Ikigai-on-Zapier

Symptoms Your Zaps don't trigger based on changes to spreadsheets stored in a Team Drive when using the following triggers: New or Updated Spreadsheet Row New Spreadsheet Row Updated Spreadsheet Row Causes Zapier relies on Google Drive's notification system to identify when there are changes in a spreadsheet. This works well for spreadsheets in your own Google Drive but is a problem for spreadsheets within a Team Drive. How to fix it To resolve this issue, follow this step: Change your trigger. Use the New or Updated Spreadsheet Row (Team Drive) trigger instead, as this trigger is designed to work with Team Drive. Note The New or Updated Spreadsheet Row (Team Drive) trigger isn’t instant. This is because it’s not supported in Google Sheet’s API. Google is aware of this issue and is actively working on a resolution. To help Google prioritize this issue: Go to Google's issue tracker. Click the star icon at the top of the page. Your action will signal to Google the importance of this issue and encourage them to address it promptly.

## Symptoms Your Zaps don't trigger based on changes to spreadsheets stored in a Team Drive when using the following triggers: * New or Updated Spreadsheet Row * New Spreadsheet Row * Updated Spreadsheet Row ## Causes Zapier relies on Google Drive's notification system to identify when there are changes in a spreadsheet. This works well for spreadsheets in your own Google Drive but is a problem for spreadsheets within a Team Drive.  ## How to fix it To resolve this issue, follow this step: * **Change your trigger.** Use the _New or Updated Spreadsheet Row (Team Drive)_ trigger instead, as this trigger is designed to work with Team Drive.  Note The New or Updated Spreadsheet Row (Team Drive) trigger isn’t instant. This is because it’s not supported in Google Sheet’s API. Google is aware of this issue and is actively working on a resolution. To help Google prioritize this issue: * Go to [Google's issue tracker](https://issuetracker.google.com/issues/130736018). * Click the star icon at the top of the page. Your action will signal to Google the importance of this issue and encourage them to address it promptly.

https://help.zapier.com/hc/en-us/articles/21613796877325-Google-Sheets-Zap-is-triggering-on-rows-in-a-sheet-on-another-Team-Drive

Connect to Ashby on Zapier Ashby uses API keys to authenticate your account on Zapier. Required authentication fields API key. Additional authentication instructions To create an API key through the Zapier integration listing in the Ashby integrations marketplace, you can follow the steps below (recommended). Only one API key can be set up using this method: Log in to your Ashby Account. Click Admin. Click Search. Search for integrations. Click the Integrations tile. On the integrations page, search for 'Zapier' Click the Zapier integration listing that appears in the search results. Click Enable. Copy the API Key to your clipboard. An alternate method for creating an API Key in Ashby: Log in to your Ashby Account. Click Admin. Click Search. Search for API Key. Click the 'API Keys' search result. Click New in the top right-hand corner of the page. Provide a name for the API key Select Zapier as the integration partner associated with the Integration. Click Create Copy the API Key to your clipboard. Learn more about authenticating your Ashby account in Zapier. About Ashby's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Ashby plan required? Yes All Ashby All-in-One plans support the Zapier integration. View Ashby's plans. Are any special account permissions required? Yes You need to be an Organization Admin. Users cannot create an API key or view the integration's configuration page if they are not an Organization Admin. Learn more about Ashby's account permissions. Are there usage limits? Yes Rate limit of 1,000 requests per minute per API key. Learn more about Ashby's usage limits. Are there pagination limits? Yes Ashby's paginated endpoints return 100 results per page. Do trigger samples use real data from your account or generic data? Real trigger samples Are custom fields supported? Yes Custom fields on all objects that support them in Ashby. If a custom field on an object has a value set, it will be included on the object when it's provided to Zapier in a property called `customFields`. Each custom field includes its ID, its title, and its value. If a custom field exists on an object, but it has no value assigned to it, the custom field will not be included on the object. If an object has no custom field values assigned to it, the customFields property will not be included on the object. Learn more about Ashby's custom fields. Do update actions overwrite or append to existing data? Overwrite existing data Actions that support updating existing objects (for instance, our Update Candidate action) will overwrite existing data in the object being updated. If you update a candidate's name using the Update Candidate action, the candidate's original name will be overwritten. All other data about the candidate that has not been updated will remain unchanged. Is there any additional info? Yes Find additional info about using Ashby in Zapier.

## Connect to Ashby on Zapier Ashby uses API keys to authenticate your account on Zapier. ### Required authentication fields * API key. ### Additional authentication instructions To create an API key through the Zapier integration listing in the Ashby integrations marketplace, you can follow the steps below (recommended). Only one API key can be set up using this method: 1. Log in to your **Ashby Account.** 2. Click **Admin.** 3. Click **Search.** 4. Search for **integrations**. 5. Click the **Integrations tile**. 6. On the integrations page, search for '**Zapier**' 7. Click the **Zapier integration listing** that appears in the search results. 8. Click **Enable**. 9. Copy the **API Key** to your clipboard.  An alternate method for creating an API Key in Ashby:  1. Log in to your **Ashby Account.** 2. Click **Admin.** 3. Click **Search.** 4. Search for **API Key**. 5. Click the **'API Keys' search result**. 6. Click **New** in the top right-hand corner of the page. 7. Provide a **name** for the API key 8. Select **Zapier** as the integration partner associated with the Integration. 9. Click **Create** 10. Copy the **API Key** to your clipboard.  Learn more about [authenticating your Ashby account](https://platform.zapier.com/docs/auth) in Zapier. ## About Ashby's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Ashby plan required? | Yes | All Ashby All-in-One plans support the Zapier integration. <br>View Ashby's [plans](https://www.ashbyhq.com/pricing). | | Are any special account permissions required? | Yes | You need to be an Organization Admin. Users cannot create an API key or view the integration's configuration page if they are not an Organization Admin. <br>Learn more about Ashby's [account permissions](https://ashbyhq.notion.site/Ashby-Permissions-a48eda7c07ad46f0bcd2b3f39301a9de). | | Are there usage limits? | Yes | Rate limit of 1,000 requests per minute per API key. <br>Learn more about Ashby's [usage limits](https://www.notion.so/ashbyhq/How-do-I-generate-an-API-key-58d3409382014a3d80c3b08e982644d7?pvs=4#83d5eac919c34fd5b4da2ea1a7b6fe98). | | Are there pagination limits? | Yes | Ashby's paginated endpoints return 100 results per page. | | Do trigger samples use real data from your account or generic data? | Real trigger samples | | | Are custom fields supported? | Yes | Custom fields on all objects that support them in Ashby. If a custom field on an object has a value set, it will be included on the object when it's provided to Zapier in a property called \`customFields\`. Each custom field includes its ID, its title, and its value. If a custom field exists on an object, but it has no value assigned to it, the custom field will not be included on the object. If an object has no custom field values assigned to it, the customFields property will not be included on the object. <br>Learn more about Ashby's [custom fields](https://www.notion.so/ashbyhq/Custom-Fields-dc745794499c4086b49971328707957f). | | Do update actions overwrite or append to existing data? | Overwrite existing data | Actions that support updating existing objects (for instance, our Update Candidate action) will overwrite existing data in the object being updated. If you update a candidate's name using the Update Candidate action, the candidate's original name will be overwritten. All other data about the candidate that has not been updated will remain unchanged. | | Is there any additional info? | Yes | Find additional info about [using Ashby](https://ashbyhq.notion.site/Zapier-a8a4dfe224764a168eed87a7a98db7d2) in Zapier. |

https://help.zapier.com/hc/en-us/articles/20639974146573-How-to-get-started-with-Ashby-on-Zapier

Note This information was accurate at the time of publication. Please check out the latest product release notes for any updates or changes. Built a great Zap? Want other members of your team to be able to use it? Now you can easily collaborate on your workflows with other members of your Team or Company account by sharing Zaps directly within the editor! Share your Zaps with any member of your Team or Company account. Adjust folder sharing settings for better organization. Share any private app connections used in the account. Learn more about sharing your Zaps. Related to: Company Plans Team Plans

 Note This information was accurate at the time of publication. Please check out the latest [product release notes](https://help.zapier.com/hc/en-us/categories/13951101412877-Product-updates) for any updates or changes. Built a great Zap? Want other members of your team to be able to use it? Now you can easily collaborate on your workflows with other members of your Team or Company account by sharing Zaps directly within the editor! * Share your Zaps with any member of your Team or Company account. * Adjust folder sharing settings for better organization. * Share any private app connections used in the account. Learn more about [sharing your Zaps](https://help.zapier.com/hc/en-us/articles/19929238451469/).  #### Related to: * [Company Plans](https://help.zapier.com/hc/en-us/search?content_tags=01GW2G8XJKXHPX4RQD6J4VABWB&utf8=%E2%9C%93 "Search results") * [Team Plans](https://help.zapier.com/hc/en-us/search?content_tags=01GW2G932VR5WXAZKE1876Z3KW&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/20762512901517-Collaborate-with-members-of-your-account-by-sharing-your-Zaps

Note This information was accurate at the time of publication. Please check out the latest product release notes for any updates or changes. Seamlessly integrate Zapier and the new OpenAI GPTs using AI Actions. This feature allows you to utilize Zapier's 30,000+ actions within your OpenAI GPTs. With AI Actions, you can effortlessly link these tools, including web browsing, Dall-E, and data analysis. AI Actions in GPTs are available to anyone with a Zapier account (free or paid) and a ChatGPT Plus or Enterprise subscription. Sign up for a free Zapier account to kickstart your journey. For more information, head over to the Zapier Help Center. Unleash the power of AI Actions now! Related to: AI-powered Alpha

 Note This information was accurate at the time of publication. Please check out the latest [product release notes](https://help.zapier.com/hc/en-us/categories/13951101412877-Product-updates) for any updates or changes. Seamlessly integrate Zapier and the new OpenAI GPTs using [AI Actions](https://help.zapier.com/hc/en-us/articles/17013994198925). This feature allows you to utilize Zapier's 30,000+ actions within your OpenAI GPTs. With AI Actions, you can effortlessly link these tools, including web browsing, Dall-E, and data analysis. AI Actions in GPTs are available to anyone with a Zapier account (free or paid) and a ChatGPT Plus or Enterprise subscription. Sign up for a [free Zapier account](https://zapier.com/sign-up) to kickstart your journey. For more information, head over to the [Zapier Help Center](https://help.zapier.com/hc/en-us/articles/20965564549005). Unleash the power of AI Actions now! #### Related to: * [AI-powered](https://help.zapier.com/hc/en-us/search?content_tags=01H05P2KJ9HF0KA1HX7Z2C96KD&utf8=%E2%9C%93 "Search results") * [Alpha](https://help.zapier.com/hc/en-us/search?content_tags=01HBBCZ9VS1CWPR686N1BDB3CR&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/21076527967117-Boost-your-productivity-with-OpenAI-GPTs-and-Zapier

In Zapier Tables, the field type defines the data format used in a specific field, such as email or number formats. Not all field types can be converted to another field type. Change the field type From your Tables dashboard, click the name of your table. Click the header of the field you want to change. Click Edit field. A sidebar will open. Click the Field Type field to open the dropdown menu. Select a new field type. Possible field type conversions If the field you want to change uses one of the field types in the list below, it can be changed into any of the other types on this list: Text Long Text Checkbox Number Email Phone Number Date & Time Currency Note Some conversions may warn you that changing the field type may invalidate some values. If you change the field type, review your table’s records afterward. Field types that cannot be changed You cannot convert these field types to any other field type: Dropdown Link Button JSON AI Field Note You can set dropdown fields to allow a single or multiple selections. If you mark the Allow multiple selections checkbox, you cannot change it back to a single selection afterward.

In Zapier Tables, the field type defines the data format used in a specific field, such as email or number formats. Not all field types can be converted to another field type.  ## Change the field type 1. From your [Tables dashboard](https://tables.zapier.com/app/tables), click the **name** of your table. 2. Click the **header** of the field you want to change. 3. Click **Edit field**. A sidebar will open. 4. Click the **Field Type** field to open the dropdown menu. 5. Select a new **field type**. ## Possible field type conversions If the field you want to change uses one of the field types in the list below, it can be changed into any of the other types on this list: * Text * Long Text * Checkbox * Number * Email * Phone Number * Date & Time * Currency Note Some conversions may warn you that changing the field type may invalidate some values. If you change the field type, review your table’s records afterward. ## Field types that cannot be changed You cannot convert these field types to any other field type: * Dropdown * Link * Button * JSON * AI Field Note You can set dropdown fields to allow a single or multiple selections. If you mark the _Allow multiple selections_ checkbox, you cannot change it back to a single selection afterward.

https://help.zapier.com/hc/en-us/articles/21136786980621-Change-a-field-s-data-type-on-Zapier-Tables

Connect to PayStack on Zapier PayStack uses API keys to authenticate your account on Zapier. Required authentication fields PayStack Live Secret Key About PayStack's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid PayStack plan required? Yes View PayStack's plans. Are any special account permissions required? Yes You will need to be an admin or the main owner of the business to generate new API keys. Learn more about PayStack'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? Yes For Zapier Team or Enterprise users, you can use a Static IP address to connect to Zapier.

## Connect to PayStack on Zapier PayStack uses API keys to authenticate your account on Zapier. ### Required authentication fields * PayStack Live Secret Key ## About PayStack's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid PayStack plan required? | Yes | View PayStack's [plans](https://paystack.com/pricing). | | Are any special account permissions required? | Yes | You will need to be an admin or the main owner of the business to generate new API keys. Learn more about PayStack's [account permissions](https://support.paystack.com/hc/en-us/articles/360011508199-How-do-I-generate-new-API-keys-). | | 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? | Yes | For Zapier Team or Enterprise users, you can use a [Static IP address to connect to Zapier](https://help.zapier.com/hc/en-us/articles/15825615704717). |

https://help.zapier.com/hc/en-us/articles/23144811562893-How-to-get-started-with-PayStack-on-Zapier

Connect to ChatFly on Zapier ChatFly uses API keys to authenticate your account on Zapier. Required authentication fields API Key Additional authentication instructions Log into your ChatFly account. Select API key section on the left sidebar. Create a new secret key. Copy the API key to your clipboard. About ChatFly's app Are self-hosted or cloud-hosted accounts supported? Both self- and cloud-hosted accounts Is a paid ChatFly plan required? No View ChatFly's plans. Are any special account permissions required? No Are there usage limits? Yes Usage limits will vary depending on the type of ChatFly plan you're on. Learn more about ChatFly's usage limits. Are there pagination limits? Yes You will receive only 1 output message for each 1 chatbot input message at the time. 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? Yes Find additional info about using ChatFly in Zapier.

## Connect to ChatFly on Zapier ChatFly uses API keys to authenticate your account on Zapier. ### Required authentication fields * API Key ### Additional authentication instructions 1. Log into your **ChatFly account**. 2. Select **API key section** on the left sidebar. 3. Create a new **secret key**. 4. Copy the **API key** to your clipboard. ## About ChatFly's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Both self- and cloud-hosted accounts | | | Is a paid ChatFly plan required? | No | View ChatFly's [plans](https://chatfly.co/). | | Are any special account permissions required? | No | | | Are there usage limits? | Yes | Usage limits will vary depending on the type of ChatFly plan you're on. Learn more about ChatFly's [usage limits](https://chatfly.co/). | | Are there pagination limits? | Yes | You will receive only 1 output message for each 1 chatbot input message at the time. | | 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? | Yes | Find additional info about [using ChatFly](https://docs.chatfly.co/documentation/introduction) in Zapier. |

https://help.zapier.com/hc/en-us/articles/23112092744845-How-to-get-started-with-ChatFly-on-Zapier

Connect to US Global Mail on Zapier US Global Mail uses basic authentication to authenticate your account on Zapier. Enter your US Global Mail username and password to authenticate. About US Global Mail's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid US Global Mail plan required? Yes View US Global Mail's plans. Are any special account permissions required? Yes Only regular users and manager team members can use their accounts with Zapier. Regular team members can't use Zapier. 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 US Global Mail on Zapier US Global Mail uses basic authentication to authenticate your account on Zapier. Enter your US Global Mail username and password to authenticate.  ## About US Global Mail's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid US Global Mail plan required? | Yes | View US Global Mail's [plans](https://www.usglobalmail.com/pricing/). | | Are any special account permissions required? | Yes | Only regular users and manager team members can use their accounts with Zapier. Regular team members can't use Zapier. | | 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/23289800660237-How-to-get-started-with-US-Global-Mail-on-Zapier

Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. Symptoms Your chatbot answered questions incorrectly or made up information when interacting with users. Causes Inaccuracies (incorrect information) and hallucinations (made-up information) can happen in AI chatbots for many reasons. It may be due to not having enough data, or because of how the model is trained. How to fix it Ensure you provide your chatbot with clear instructions so that it knows how to deal with most questions. Use this template to get started. Use custom knowledge to give the Chatbot more context around the topics you want it to focus on. Lower the Chatbot creativity level. This can help it stick with known information. Use an advanced model. A more advanced model, like GPT-4, offers better reasoning and context. Learn how to connect a different model using your own OpenAI API key. Related to: Beta Feature

Beta Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change. ## Symptoms Your chatbot answered questions incorrectly or made up information when interacting with users. ## Causes Inaccuracies (incorrect information) and hallucinations (made-up information) can happen in AI chatbots for many reasons. It may be due to not having enough data, or because of how the model is trained.  ## How to fix it 1. Ensure you provide your chatbot with clear instructions so that it knows how to deal with most questions. Use [this template](https://help.zapier.com/hc/en-us/articles/21960096032141-Create-a-directive-and-greeting-for-your-chatbot#h_01HGX24VH9J0JPMJ5WN8JK0VA8) to get started. 2. Use [custom knowledge](https://help.zapier.com/hc/en-us/articles/21960412486541-Use-custom-knowledge-with-a-chatbot) to give the Chatbot more context around the topics you want it to focus on. 3. Lower the Chatbot [creativity level](https://help.zapier.com/hc/en-us/articles/21962250168205-Customize-the-creativity-level-of-your-chatbot). This can help it stick with known information. 4. Use an advanced model. A more advanced model, like GPT-4, offers better reasoning and context. Learn how to connect a different model [using your own OpenAI API key](https://help.zapier.com/hc/en-us/articles/21959873616013). #### Related to: * [Beta Feature](https://help.zapier.com/hc/en-us/search?content_tags=01GW2GMBHGXSBV0YXVXNB5E3E0&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/24060934490253-Zapier-Chatbots-chatbot-is-giving-incorrect-answers

Beta Zapier Canvas is a beta product/feature. It’s available for use, but still in active development and may change. In Zapier Canvas, each step corresponds to a part of your process that requires some action–from a person, team, or a Zap. There are different step types that ensure you capture the various aspects of your processes. Default steps Use a Default step for actions that depend on a person or team to be completed. Title: a required field that shows what the action of the step is. Actor: notes who owns the action, such as a team or a person. App used: if any, select the app where the action happens. Notes: add any extra information related to this step. Any changes you make are automatically saved. Automated step The Automated step allows you to add new or existing Zaps to your canvas. Once you add a Zap, you can see all the apps and steps it contains. Click the Automated box on any step to make it an automated step. Once a Zap is added, you can continue a process from any of the Zap steps. Split path Split paths allow you to add decision points that create lead to different scenarios, depending on the contents or results of the previous step. The Split path is represented by a question mark on a diamond box. You can add several paths to one split path. App steps The Apps section of the toolbar allows you to add a Default step with a Zapier product pre-selected, with options for Zaps, Tables, Chatbots and Interfaces. You can then create or select an existing one from your account. Learn how to set up a canvas and how to add steps to it. Provide feedback and get help You can request a feature, provide feedback on the product, and get help from the Canvas team. Related to: Beta Feature

Beta Zapier Canvas is a beta product/feature. It’s available for use, but still in active development and may change. In [Zapier Canvas](https://zapier.com/app/canvas), each step corresponds to a part of your process that requires some action–from a person, team, or a Zap. There are different step types that ensure you capture the various aspects of your processes. ## Default steps Use a _Default step_ for actions that depend on a person or team to be completed.  * **Title:** a required field that shows what the action of the step is. * **Actor:** notes who owns the action, such as a team or a person. * **App used:** if any, select the app where the action happens. * **Notes:** add any extra information related to this step.  Any changes you make are automatically saved.  ## Automated step The _Automated step_ allows you to add new or existing Zaps to your canvas. Once you add a Zap, you can see all the apps and steps it contains. Click the **Automated** box on any step to make it an automated step. Once a Zap is added, you can continue a process from any of the Zap steps.  ## Split path Split paths allow you to add decision points that create lead to different scenarios, depending on the contents or results of the previous step. The _Split path_ is represented by a question mark on a diamond box. You can add several paths to one split path.  ## App steps The _Apps_ section of the toolbar allows you to add a Default step with a Zapier product pre-selected, with options for [Zaps](https://help.zapier.com/hc/en-us/articles/8496309697421), [Tables](https://help.zapier.com/hc/en-us/articles/9804340895245), [Chatbots](https://help.zapier.com/hc/en-us/articles/21959444384013) and [Interfaces](https://help.zapier.com/hc/en-us/articles/14490267815949). You can then create or select an existing one from your account.  Learn [how to set up a canvas](https://help.zapier.com/hc/en-us/articles/19880280846221) and how to add steps to it. ## Provide feedback and get help You can request a feature, provide feedback on the product, and [get help from the Canvas team](https://canvas.zapier.app/). #### Related to: * [Beta Feature](https://help.zapier.com/hc/en-us/search?content_tags=01GW2GMBHGXSBV0YXVXNB5E3E0&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/23479101666573-Step-types-in-Zapier-Canvas

Airtable: app update We’ve added an “exact match” option to use for the Find Record and Find Many Records searches, providing you with greater control over your search sensitivity. We’ve improved how the New Record trigger works by smartly managing data, and making sure everything runs smoothly and quickly without overloading the system. This means a more reliable experience for you. Discord: app update Here are the new features available: Automate actions when a new post is created in a form with the New Forum Post trigger, keeping you updated instantly. Use the New Forum Message trigger to never miss out on the conversations when messages are posted in forum threads. Start discussions directly from your workflow using Create New Forum Post action, which helps you to continue to encourage engagement within your community. Make it easy to contribute to forum discussions by using the Send Message in Forum Post action, streamlining communication. Klaviyo: app update Here are the new features and improvements to Klaviyo: The new New Subscriber trigger has the added option to filter for only SMS or email subscribers, giving you precise control over your audience engagement. Organize your subscribers with the Subscriber Added to Segment or List trigger. We’ve improved error handling. Now when you get a 500 error, a human-readable error message is shown, making it easier to understand and fix issues. We’ve updated connection labels for app connections to include the Organization Name instead of the Site ID, simplifying identification. We’ve added a new Remove Subscriber from List action to allow you more dynamic management of your subscriber list. Mailchimp Transactional: bug fix We’ve fixed an issue affecting the Send Template action. Some users were seeing the error message “Response payload size exceeded maximum allowed payload size" when loading the "Template" dropdown menu. This behavior has been fixed and it should work as intended. Medium: app removal We’ve removed the Medium app, as Medium’s API has been deprecated. Microsoft Outlook: app updates We’ve made some existing updates to Microsoft Outlook app on Zapier to enhance your workflow automation. Here’s what’s new: New triggers and actions: The New Message in Folder trigger allows for you to create automation based on messages received in specific folders, including the “Send” folder. The New Attachment trigger has the option to choose a specific folder, perfecting handling attachments efficiently. The Delete Event action makes it easier to manage your calendar automatically. Enhanced features: The New Email trigger now included detailed attachment information: filename, file type, file size, and attachment ID. We’ve increased the attachment size and now support multiple attachments for the Create Draft Email and Send Email actions, facilitating more comprehensive email automation. Pipedrive: app update The Pipedrive app on Zapier has received new updates to help you manage your activities within your sales pipeline: The Find Activity search action has the added option to use fuzzy or exact search, giving you more control over how search results are matched. We’ve added new input fields for Create Activity and Update Activity actions, including: Due date and time: with an option to combine them for precise scheduling. Lead: to associate activities directly with specific leads. Location: to specify where an activity will take place. Public description: to add more details visible to your team. Free/Busy status: to mark your availability. Zendesk: bug fix and app update We’ve added the ability to attach files in the Create Ticket action. Resolved errors that occurred when the Create Ticket action had a value for Collaborators, ensuring smoother ticket creation when working with team members. We’ve added the Remove Tag from Ticket action to enable dynamic management of ticket tags. Zoom: bug fix We’ve implemented a crucial update to enhance the authentication stability. We resolved an issue with the authentication refresh mechanism to improve overall authentication stability and significantly reduce occurrences of 401 errors.

## Airtable: app update * We’ve added an “exact match” option to use for the **Find Record** and **Find Many Records** searches, providing you with greater control over your search sensitivity.  * We’ve improved how the **New Record** trigger works by smartly managing data, and making sure everything runs smoothly and quickly without overloading the system. This means a more reliable experience for you. ## Discord: app update Here are the new features available: * Automate actions when a new post is created in a form with the **New Forum Post** trigger, keeping you updated instantly. * Use the **New Forum Message** trigger to never miss out on the conversations when messages are posted in forum threads. * Start discussions directly from your workflow using **Create New Forum** **Post** action, which helps you to continue to encourage engagement within your community. * Make it easy to contribute to forum discussions by using the **Send Message in Forum Post** action, streamlining communication. ## Klaviyo: app update Here are the new features and improvements to Klaviyo: * The new **New Subscriber** trigger has the added option to filter for only SMS or email subscribers, giving you precise control over your audience engagement. * Organize your subscribers with the **Subscriber Added to Segment or List** trigger. * We’ve improved error handling. Now when you get a 500 error, a human-readable error message is shown, making it easier to understand and fix issues. * We’ve updated connection labels for app connections to include the Organization Name instead of the Site ID, simplifying identification. * We’ve added a new **Remove Subscriber from List** action to allow you more dynamic management of your subscriber list. ## Mailchimp Transactional: bug fix We’ve fixed an issue affecting the **Send Template** action. Some users were seeing the error message “Response payload size exceeded maximum allowed payload size" when loading the "Template" dropdown menu. This behavior has been fixed and it should work as intended. ## Medium: app removal We’ve removed the Medium app, as [Medium’s API has been deprecated](https://github.com/Medium/medium-api-docs). ## Microsoft Outlook: app updates We’ve made some existing updates to Microsoft Outlook app on Zapier to enhance your workflow automation. Here’s what’s new: New triggers and actions: * The **New Message in Folder** trigger allows for you to create automation based on messages received in specific folders, including the “Send” folder. * The **New Attachment trigger** has the option to choose a specific folder, perfecting handling attachments efficiently. * The **Delete Event** action makes it easier to manage your calendar automatically. Enhanced features: * The **New Email** trigger now included detailed attachment information: filename, file type, file size, and attachment ID. * We’ve increased the attachment size and now support multiple attachments for the **Create Draft Email** and **Send Email** actions, facilitating more comprehensive email automation. ## Pipedrive: app update The Pipedrive app on Zapier has received new updates to help you manage your activities within your sales pipeline: * The **Find Activity** search action has the added option to use fuzzy or exact search, giving you more control over how search results are matched. * We’ve added new input fields for **Create Activity** and **Update Activity** actions, including: * Due date and time: with an option to combine them for precise scheduling. * Lead: to associate activities directly with specific leads. * Location: to specify where an activity will take place. * Public description: to add more details visible to your team. * Free/Busy status: to mark your availability. ## Zendesk: bug fix and app update * We’ve added the ability to attach files in the **Create Ticket** action. * Resolved errors that occurred when the **Create Ticket** action had a value for Collaborators, ensuring smoother ticket creation when working with team members. * We’ve added the **Remove Tag from Ticket** action to enable dynamic management of ticket tags. ## Zoom: bug fix We’ve implemented a crucial update to enhance the authentication stability. We resolved an issue with the authentication refresh mechanism to improve overall authentication stability and significantly reduce occurrences of 401 errors.

https://help.zapier.com/hc/en-us/articles/24138410736397-App-updates-Airtable-Discord-Klaviyo-MailChimp-Transaction-and-many-more

Connect to Wallafan on Zapier Wallafan uses API keys to authenticate your account on Zapier. Required authentication fields Access token. Additional authentication instructions Login to your account on Wallafan. Go to My Account. Click the Zapier and API tab. Click Generate API Token. Click Copy Token to save it to your clipboard. Save your token somewhere safe. Click I've Saved The Token. About Wallafan's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Wallafan plan required? Yes You must have a Platinum plan. View Wallafan's plans. Are any special account permissions required? No Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? Generic trigger samples Learn more about Wallafan's trigger samples. Are custom fields supported? No Do update actions overwrite or append to existing data? Not applicable Is there any additional info? No

## Connect to Wallafan on Zapier Wallafan uses API keys to authenticate your account on Zapier. ### Required authentication fields * Access token. ### Additional authentication instructions 1. Login to your account on Wallafan. 2. Go to **My Account**. 3. Click the **Zapier and API** tab. 4. Click **Generate API Token**. 5. Click **Copy Token** to save it to your clipboard. 6. Save your token somewhere safe. 7. Click **I've Saved The Token**. ## About Wallafan's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | | | Is a paid Wallafan plan required? | Yes | You must have a Platinum plan. View Wallafan's [plans](https://wallafan.com/#platinum). | | Are any special account permissions required? | No | | | Are there usage limits? | No | | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Generic trigger samples | Learn more about Wallafan's [trigger samples](https://news.wallafan.com/public/posts/how-to-create-a-zap-with-wallafans-new-post-trigger). | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Not applicable | | | Is there any additional info? | No | |

https://help.zapier.com/hc/en-us/articles/24140196212237-How-to-get-started-with-Wallafan-on-Zapier

Connect to ConnectWise Manage on Zapier ConnectWise Manage uses API keys to authenticate your account on Zapier. Required authentication fields Company ID Public Key Private Key About ConnectWise Manage's app Are self-hosted or cloud-hosted accounts supported? Both self- and cloud-hosted accounts Is a paid ConnectWise Manage plan required? Yes View ConnectWise Manage's plans. Are any special account permissions required? No Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? Real trigger samples Are custom fields supported? No Do update actions overwrite or append to existing data? Overwrite existing data Is there any additional info? Yes For Zapier Team or Company users, you can use a Static IP address to connect to Zapier. Find additional info about using ConnectWise Manage in Zapier.

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

https://help.zapier.com/hc/en-us/articles/23550837443469-How-to-get-started-with-ConnectWise-Manage-on-Zapier

Note This information was accurate at the time of publication. Please check out the latest product release notes for any updates or changes. All users on Zapier for Companies accounts can now use domain capture to ensure their employees are all under one account. Learn more about domain capture.

 Note This information was accurate at the time of publication. Please check out the latest [product release notes](https://help.zapier.com/hc/en-us/categories/13951101412877-Product-updates) for any updates or changes. All users on Zapier for Companies accounts can now use domain capture to ensure their employees are all under one account. Learn more about [domain capture](https://help.zapier.com/hc/en-us/articles/19703377133325/).

https://help.zapier.com/hc/en-us/articles/24172126544269-Domain-capture-is-now-generally-available

Symptoms When using the Create with AI Builder to generate a Custom Action, the AI Chatbot responses with the error message “I’m sorry, but I couldn’t find an OpenAPI specification for the action.” Cause This happens when the supported app is still under construction and is missing OpenAPI specifications. How to fix it Zapier is aware of missing OpenAPI specifications for some supported apps. The Zapier product team is actively working to fix this issue. If you've encountered an app without an OpenAPI specification, use an API Request action instead. Learn more about setting up an API Request action.

## Symptoms When using the Create with AI Builder to generate a Custom Action, the AI Chatbot responses with the error message “I’m sorry, but I couldn’t find an OpenAPI specification for the action.”  ## Cause This happens when the [supported app](https://help.zapier.com/hc/en-us/articles/22380378238349) is still under construction and is missing OpenAPI specifications. ## How to fix it Zapier is aware of missing OpenAPI specifications for some supported apps. The Zapier product team is actively working to fix this issue. If you've encountered an app without an OpenAPI specification, use an API Request action instead. Learn more about [setting up an API Request action](https://help.zapier.com/hc/en-us/articles/12899607716493-Set-up-an-API-Request-action).

https://help.zapier.com/hc/en-us/articles/24169321220877-Custom-Actions-couldn-t-find-an-OpenAPI-specification

Pipedrive: bug fix and app updates We’ve made improvements and bug fixes to enhance your Pipedrive experience: Some users reported that the Deal Matching Filter trigger wasn’t triggering for new deals that matched the filter. We’ve resolved this issue by introducing a new status field to ensure reliability. To clarify the functionality of the Update Deal action, we've updated the help text. This update addresses user confusion around whether the action was creating a new deal instead of updating an existing one. Google Contacts: bug fixes and app updates We’ve added several updates and fixes to make managing your Google Contacts smoother: We’ve added a New Contact trigger to enhance your workflows. Fixed an issue where users encountered 404 errors with the message "Requested entity was not found" when using the Create Contact action. We’ve updated the Add Contact to Group action, allowing you to add contacts to multiple groups. You can now search for contacts by phone number in the Find or Create Contact action. Facebook Custom Audiences: app updates We've introduced a new feature to enhance your Facebook Custom Audiences management. The Remove Email from Custom Audience action is now available, allowing you to more precisely manage your audience lists. ChatGPT: bug fix We've tackled an important issue to improve your ChatGPT experience. Users may have noticed delays in ChatGPT's conversation processing, observed as Zap runs being stuck in waiting. This has been resolved with an update to our error-handling mechanisms, ensuring smoother interactions moving forward. Google Tasks: bug fix We've implemented a solution to address feedback from our users. To tackle the "quota exceeded" and "request a higher quota limit" error messages encountered by customers using Google Tasks, we've increased the quota limit. This adjustment aims to significantly reduce the frequency of Zaps throttling, ensuring a smoother workflow. SugarCRM: bug fixes We’ve made significant improvements to enhance your experience with SugarCRM: Resolved an issue with the Create Record and Update Record actions where the field “Files” wasn’t appearing as a File type. This led to difficulties in attaching files to records in SugarCRM. With this fix, files can now be added to record seamlessly. Address a bug causing frequent expiration of the connection to SugarCRM due to a login conflict. We’ve updated the connection process to include an optional field that allows for logging in with Zapier set as an API platform, ensuring a more stable connection. Learn more about how to get started with SugarCRM. Microsoft OneDrive: app update We’ve made improvements to Microsoft OneDrive. You can now access shared files and folders in the OneDrive triggers and actions, expanding the possibilities for collaboration and automation in your workflows. Alchemer: app update We updated the Alchemer app to the latest API version. This update helps improve the reliability of your survey data being sent to Zapier. If you haven’t already, update to the latest app version to get the full benefits of this update. Zendesk: app update We’ve introduced several updates to improve functionality and flexibility in Zendesk: We’ve updated the Create User action, it is no longer required that you need an email address, offering versatility in user creation. Create Issue, Update Issue, and Add Comment to Ticket actions now support HTML, making it easier to format text for more detailed and visually appealing comments. Both the Create Organization and Update Organization actions support custom fields, helping you to streamline creation and updates. We’ve made improvements to how you can create and update tickets so you can add more details to tickets: Create Ticket action: We’ve added new fields: External ID, Problem ID, and Email CC. Update Ticket action: We’ve added new fields: Due At, Additional Tags, First Comment/Description Format, Collaborators, External ID, Problem ID, and Email CC. You can also attach files to tickets. LinkedIn: app update We've made a significant improvement to the LinkedIn integration to enhance user convenience. The requirement to reconnect your LinkedIn account every 60 days has been updated. Your app connection will now autorefresh after the 60-day limit, reducing the frequency of manual reconnections. However, please note that customers will still need to perform a manual reconnection once per year due to limitations imposed by the LinkedIn API.

## Pipedrive: bug fix and app updates We’ve made improvements and bug fixes to enhance your Pipedrive experience: * Some users reported that the **Deal Matching Filter** trigger wasn’t triggering for new deals that matched the filter. We’ve resolved this issue by introducing a new status field to ensure reliability. * To clarify the functionality of the **Update Deal** action, we've updated the help text. This update addresses user confusion around whether the action was creating a new deal instead of updating an existing one. ## Google Contacts: bug fixes and app updates We’ve added several updates and fixes to make managing your Google Contacts smoother: * We’ve added a **New Contact** trigger to enhance your workflows.  * Fixed an issue where users encountered 404 errors with the message "Requested entity was not found" when using the **Create Contact** action.  * We’ve updated the **Add Contact to Group** action, allowing you to add contacts to multiple groups.  * You can now search for contacts by phone number in the **Find or Create Contact** action. ## Facebook Custom Audiences: app updates We've introduced a new feature to enhance your Facebook Custom Audiences management. The **Remove Email from Custom Audience** action is now available, allowing you to more precisely manage your audience lists. ## ChatGPT: bug fix We've tackled an important issue to improve your ChatGPT experience. Users may have noticed delays in ChatGPT's conversation processing, observed as Zap runs being stuck in waiting. This has been resolved with an update to our error-handling mechanisms, ensuring smoother interactions moving forward. ## Google Tasks: bug fix We've implemented a solution to address feedback from our users. To tackle the "quota exceeded" and "request a higher quota limit" error messages encountered by customers using Google Tasks, we've increased the quota limit. This adjustment aims to significantly reduce the frequency of Zaps throttling, ensuring a smoother workflow. ## SugarCRM: bug fixes We’ve made significant improvements to enhance your experience with SugarCRM: * Resolved an issue with the **Create Record** and **Update Record** actions where the field “Files” wasn’t appearing as a [File type](https://help.zapier.com/hc/en-us/articles/8496259603341-Different-field-types-in-Zaps#h_01H96NFYDFXACVBT2KW7977A83). This led to difficulties in attaching files to records in SugarCRM. With this fix, files can now be added to record seamlessly. * Address a bug causing frequent expiration of the connection to SugarCRM due to a login conflict. We’ve updated the connection process to include an optional field that allows for logging in with Zapier set as an API platform, ensuring a more stable connection. Learn more about [how to get started with SugarCRM](https://help.zapier.com/hc/en-us/articles/8495987442957-How-to-get-started-with-SugarCRM-on-Zapier#connect-to-app-on-zapier). ## Microsoft OneDrive: app update We’ve made improvements to Microsoft OneDrive. You can now access shared files and folders in the OneDrive triggers and actions, expanding the possibilities for collaboration and automation in your workflows. ## Alchemer: app update We updated the Alchemer app to the latest API version. This update helps improve the reliability of your survey data being sent to Zapier. If you haven’t already, update to the [latest app version](https://help.zapier.com/hc/en-us/articles/18755649454989-Update-to-the-latest-app-version-in-Zaps) to get the full benefits of this update. ## Zendesk: app update We’ve introduced several updates to improve functionality and flexibility in Zendesk: * We’ve updated the **Create User** action, it is no longer required that you need an email address, offering versatility in user creation.  * **Create Issue**, **Update Issue,** and **Add Comment to Ticket** actions now support HTML, making it easier to format text for more detailed and visually appealing comments. * Both the **Create Organization** and **Update Organization** actions support custom fields, helping you to streamline creation and updates. * We’ve made improvements to how you can create and update tickets so you can add more details to tickets: * **Create Ticket** action: We’ve added new fields: _External ID_, _Problem ID,_ and _Email CC_. * **Update Ticket** action: We’ve added new fields: _Due At, Additional Tags, First Comment/Description Format, Collaborators, External ID, Problem ID, and Email CC._ * You can also attach files to tickets. ## LinkedIn: app update We've made a significant improvement to the LinkedIn integration to enhance user convenience. The requirement to reconnect your LinkedIn account every 60 days has been updated. Your app connection will now autorefresh after the 60-day limit, reducing the frequency of manual reconnections. However, please note that customers will still need to perform a manual reconnection once per year due to limitations imposed by the LinkedIn API.

https://help.zapier.com/hc/en-us/articles/24170696565005-App-updates-Pipedrive-Google-Contacts-Facebook-Custom-Audience-ChatGPT-Anthropic-Claude-and-many-more

Connect to Genderize on Zapier Genderize uses API keys to authenticate your account on Zapier. Required authentication fields API Key Additional authentication instructions Log into your account at https://genderize.io/login Find the Usage section at the top of your dashboard Copy the API key to your clipboard About Genderize's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only 401 Unauthorized (Invalid API key) Learn more about Genderize's supported accounts. Is a paid Genderize plan required? Yes View Genderize's plans. Are any special account permissions required? No Are there usage limits? Yes Limited by number of requests according to subscription tier. Learn more about Genderize's usage limits. Are there pagination limits? No Do trigger samples use real data from your account or generic data? Not applicable Are custom fields supported? No Do update actions overwrite or append to existing data? Not applicable Is there any additional info? No

## Connect to Genderize on Zapier Genderize uses API keys to authenticate your account on Zapier. ### Required authentication fields * API Key ### Additional authentication instructions 1. Log into your account at [https://genderize.io/login](https://genderize.io/login) 2. Find the **Usage** section at the top of your dashboard 3. Copy the **API key** to your clipboard ## About Genderize's app | | | | | --- | --- | --- | | Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | 401 Unauthorized (Invalid API key) <br>Learn more about Genderize's [supported accounts](https://genderize.io/documentation). | | Is a paid Genderize plan required? | Yes | View Genderize's [plans](https://genderize.io/pricing). | | Are any special account permissions required? | No | | | Are there usage limits? | Yes | Limited by number of requests according to subscription tier.  Learn more about Genderize's [usage limits](https://genderize.io/pricing). | | Are there pagination limits? | No | | | Do trigger samples use real data from your account or generic data? | Not applicable | | | Are custom fields supported? | No | | | Do update actions overwrite or append to existing data? | Not applicable | | | Is there any additional info? | No | |

https://help.zapier.com/hc/en-us/articles/24030623553165-How-to-get-started-with-Genderize-on-Zapier

Beta This feature is in open beta. It’s available for use but still in active development and may change. Use the analytics dashboard to get more visibility and control over your account usage. Easily identify trends and inefficiencies by viewing top metrics for your account: Total plan usage. Task usage by Zap, app, or member. Error rate. You can access Analytics any time from the main navigation sidebar or by going directly to the Analytics page. Live metrics The Live metrics section provides key performance indicators for your account: Active Zaps: total number of Zaps turned on. Plan usage: percentage of tasks used compared to your plan’s task limit. Successful run rate: percentage of successful runs compared to errored runs. Alerts: number of alerts affecting your Zaps. Time period selector The time period selector allows you to filter analytics for a particular time period: Past 7 days: Filter by the last 7 days, including today. Current usage cycle: Filter by your current billing cycle. This month: Filter by the current calendar month. You can also select a custom date range by selecting a start date and end date in the date picker. Task usage The Task usage section displays a chart of how many tasks you have used in the time period you select. Current period: the number of tasks you’ve already used in the time period. Projected usage: based on your current rate of use, how many additional tasks Zapier estimates you’ll use by the end of the time period. It is only displayed if future dates are included in the time period. Last period: a comparison to the number of tasks you used in the previous equivalent time period. Task limit: the total number of tasks included in your Zapier plan, not including pay-per-task limits. Reports The Reports section displays the top usage by Zap, app used, and member of your account, as well as Zaps with the highest error rates. Tip Error rates are calculated as the percentage of successful run statuses compared to errored run statuses. Learn more about Zap run statuses. For each report, you can download a CSV file of the report. Note You must be an admin, super admin, or owner of the account to view the Analytics page.

Beta This feature is in [open beta](https://help.zapier.com/hc/en-us/articles/8496181725453#beta-0-3). It’s available for use but still in active development and may change. Use the analytics dashboard to get more visibility and control over your account usage. Easily identify trends and inefficiencies by viewing top metrics for your account: * Total plan usage. * Task usage by Zap, app, or member. * Error rate. You can access Analytics any time from the main navigation sidebar or by going directly to the [Analytics](https://zapier.com/app/analytics) page. ## Live metrics The _Live metrics_ section provides key performance indicators for your account: * **Active Zaps**: total number of Zaps turned on. * **Plan usage**: percentage of tasks used compared to your plan’s task limit. * **Successful run rat**e: percentage of successful runs compared to errored runs. * **Alerts**: number of alerts affecting your Zaps. ## Time period selector The _time period selector_ allows you to filter analytics for a particular time period: * **Past 7 days**: Filter by the last 7 days, including today. * **Current usage cycle**: Filter by your current [billing cycle](https://help.zapier.com/hc/en-us/articles/8496277302157-Change-or-cancel-your-Zapier-plan#h_01HHD30Z0CMS2VBJSJXJ72TXMF). * **This month**: Filter by the current calendar month. You can also select a custom date range by selecting a **start date** and **end date** in the date picker. ## Task usage The _Task usage_ section displays a chart of how many tasks you have used in the time period you select. * **Current period**: the number of tasks you’ve already used in the time period. * **Projected usage**: based on your current rate of use, how many additional tasks Zapier estimates you’ll use by the end of the time period. * It is only displayed if future dates are included in the time period. * **Last period**: a comparison to the number of tasks you used in the previous equivalent time period. * [Task limit](https://help.zapier.com/hc/en-us/articles/8496196837261): the total number of tasks included in your Zapier plan, not including pay-per-task limits. ## Reports The _Reports_ section displays the top usage by Zap, app used, and member of your account, as well as Zaps with the highest error rates. Tip * Error rates are calculated as the percentage of successful run statuses compared to errored run statuses. Learn more about [Zap run statuses](https://help.zapier.com/hc/en-us/articles/20505304170637). * For each report, you can download a CSV file of the report.  Note You must be an admin, super admin, or owner of the account to view the Analytics page.

https://help.zapier.com/hc/en-us/articles/25444544607373-Review-your-account-usage-in-the-analytics-dashboard

Connect to Dropboard on Zapier Dropboard uses OAuth to authenticate your account on Zapier. Log into Dropboard to authenticate. Grant Zapier permission to access your account if prompted to. About Dropboard's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid Dropboard plan required? Yes You need a paid Dropboard plan or a free trial. If you attempt to authenticate without a paid plan or free trial, you will see the error message "Your organization's billing needs updating to use the API" View Dropboard's plans. Are any special account permissions required? Yes You need to have admin permissions. If you do not have sufficient permissions, you will see the error message "You must be an administrator of your organization to perform this operation" Learn more about Dropboard's account permissions. Are there usage limits? No Are there pagination limits? Yes A maximum of 100 items per request will be returned. Users requesting a higher per-page value will be limited to 100 automatically without an error. Do trigger samples use real data from your account or generic data? Real trigger samples Sample trigger data will be retrieved from the organization's account. We also supply generic sample data as a backup. Are custom fields supported? Yes Learn more about Dropboard's custom fields. Do update actions overwrite or append to existing data? Not applicable Is there any additional info? Yes Find additional info about using Dropboard in Zapier.

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

https://help.zapier.com/hc/en-us/articles/25453306400525-How-to-get-started-with-Dropboard-on-Zapier

Zapier for Companies lets you create separate teams for a company. A company is an account with a single owner that can have multiple admins and members. As a company, members can share a pool of tasks, and all usage is billed into one invoice. You can also share Zaps and app connections. Invite users to your Company account Go to your member settings. In the upper right, click Add Members. In the Email(s) field, enter the email address for the team member you want to invite. You can invite multiple team members at once by using commas or spaces to separate each email address. People invited to join your team will receive an email notification to accept the invite. If they don't have a Zapier account already, they'll be able to create one for free. If they already have a Zapier account, they'll be added as a member of your team when they accept your invite. Note The invite is only valid for the email used to add the team member. If the person creates an account with a different email address, they won't have access to the Company account. This also applies to email aliases. If you manually add a member to your Company account, they'll have both a team and a personal account. Manage company roles and permissions There are four roles in Company accounts: Member, Admin, Super Admin, and Owner. The table below indicates the permissions available for each role. Permissions Member Admin Super Admin Owner Access shared folders and connections X X X X Invite others to the account X X X X Create new admins X X X Create new super admins X X Move Zaps between shared folders X X X X Share a Zap with others X X X X Transfer ownership of your own Zaps X X X X Transfer ownership of another member's Zaps X X Move a Zap to the trash X X X X Delete their own Zap runs or Zap runs from Zaps in shared folders X X X X Export the JSON of a Zap from Zap Details X X X X Export all Zaps from the account X X Export all Zap runs from the account X X Export/import their own Zap data X X X X Add and manage teams X X X X View billing information X X X Remove team members X X X Verify a domain X X X Enable/Disable Autoreplay X X X Replay any Zap in account X X Enable autoreplay for an individual Zap X X X X Configure SAML SSO X X X Provision user accounts with SCIM X X X Customize Zap history retention X X X Manage domain insights X X X Manage access to apps X X X Delete private Zaps owned by other members X X View Zap history for all Zaps in account X X Export task usage for each member during the current billing cycle X X X Rename private folders owned by other members X X Share private folders owned by other members, except Home folders X X View all held Zap runs in the account X X Bulk delete others' private Zaps from the Zaps page X X Bulk delete own private Zaps from the Zaps page X X X X Rename private Zaps owned by other members X X View all Zaps owned by other members in the Trash X X Upgrade or downgrade a plan (including task usage) X X Change the billing interval of a plan X X Update the account payment method X X X Change the account logo and name X X Transfer ownership of the account X Delete the Company account X You can have an unlimited number of members on your team. Each member will have their own account with their own username and password, and can enable two-factor authentication (2FA) on their account. Learn more about data privacy with Zapier for Companies. To change a member’s role: Learn more about data privacy in Zapier for Companies accounts. Note You should have at least one super admin or admin on the account to assist with account management. Super Admins have a broad set of permissions, including the ability to view, share, delete, and export your members’ public and private content on Zapier. By proceeding, you agree that you have the right to grant these permissions. Verify your domain The Company account owner and admins can see who created Zapier accounts using their work email address on the account’s verified domain(s). Domain insights helps to ensure that the entire company is using a single account, and that security policies are enforced company-wide. Learn more about domain insights. Manage access to apps Company owners and admins can decide what apps can be connected to Zapier. For example, you can prevent any data from your CRM from being used in Zapier by blocking the specific app. Learn more about how to manage your apps in Zapier. Manage data retention Customize your Zap history retention to match your company’s legal and regulatory requirements, or extend your Zap history up to 90 days to help with Zap troubleshooting. Learn more about custom data retention. Note Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using. Transfer ownership of your Company account Only the Company owner can change the ownership of a Company account to a different account member: Go to your organization settings. In the Owner field, click Transfer. Select the team member that will be the new Company owner. If the existing owner does not have a separate personal account, a new one will be created for them and set as a member of the account. Note If the account owner deletes their account: This will delete the Company account as well. Any invited members will lose membership to that team. Any invited members will lose access to all Company features including any Zaps in that account. To avoid this, existing owners should transfer ownership to another member first. Remove users from your Company account Before removing users from your team, follow these instructions to offboard your users. Then: Go to your team members settings. On the right of the user you want to remove from the Company account, click the gear icon, then select Remove member. When you remove a user from your Company account: All the private Zaps of the removed member will be paused. Shared Zaps retain their status. Shared Zaps are transferred back to the account owner. Shared folders will remain in the account and will continue to be owned by the original creator. Any admin, super admin, or account owner can move Zaps out of the folder. They can also delete the folder if it's empty. Private app connections belonging to the removed member are marked as stale. This will result in Zap runs being held and members being informed that they have to change that connection to a shared one that belongs to the Company account. Shared app connections belonging to the removed member will be transferred to the account owner. The removed member is removed from teams, shared folders, and shared app connections. When a member of a Company account deletes their personal account: All the private Zaps of the deleted member are permanently deleted. Any shared Zaps created by the deleted member will retain their status. All shared Zaps created by the deleted member are transferred back to the account owner. All shared folders created by the deleted member are transferred back to the account owner. Any private app connections belonging to the deleted member are also deleted. Shared app connections belonging to the removed member will be transferred to the account owner. The deleted member is removed from all teams, shared folders, and shared app connections. Create teams Teams are a subset of users who can collaborate on Zaps and share app connections. Account admins get full access to an account, while team members are only granted access to what they need. When someone joins your company or organization, you can add them as a member to a specific team to give them the permissions they need. Any user can create new teams in their Company account. By default, the user who creates the team is the team owner. Go to your teams settings Click Add Team. Enter your team information: Team Avatar Team Name Description Team Members: members are searchable within the company by their name and email address Click Save Changes. Note The team owner, account owner, and account admins can make changes to team information at any time in team settings. Create custom app restrictions Account admins can restrict app access and add member and team exceptions. Go to your app restrictions settings. Click Add App to restrict a new app, or select a current restricted app. In the Add Exceptions search box, search for and select the team to grant access to the app. Who can add members to teams and who can create teams? Anyone in a Company account can create teams and view members of other teams. Team owners can edit team settings, and add/remove members to teams they own. Account owners and admins can edit all team settings, and add/remove members to any team. Additionally, members of the account can request access to join a team.

Zapier for Companies lets you create separate teams for a company. A company is an account with a single owner that can have multiple admins and members. As a company, members can share a pool of tasks, and all usage is billed into one invoice. You can also share Zaps and app connections. ## Invite users to your Company account * Go to your [member settings](https://zapier.com/app/settings/members). * In the upper right, click **Add Members**. * In the **Email(s)** field, enter the **email address** for the team member you want to invite. You can invite multiple team members at once by using commas or spaces to separate each email address. People invited to join your team will receive an email notification to accept the invite. If they don't have a Zapier account already, they'll be able to create one for free. If they already have a Zapier account, they'll be added as a member of your team when they accept your invite.  Note * The invite is only valid for the email used to add the team member. If the person creates an account with a different email address, they won't have access to the Company account. This also applies to email aliases. * If you manually add a member to your Company account, they'll have both a [team and a personal account](https://help.zapier.com/hc/en-us/articles/8495948365325). ## Manage company roles and permissions There are four roles in Company accounts: **Member**, **Admin**, **Super Admin**, and **Owner**. The table below indicates the permissions available for each role. | Permissions | **Member** | **Admin** | **Super Admin** | **Owner** | | --- | --- | --- | --- | --- | | Access shared folders and connections | X | X | X | X | | Invite others to the account | X | X | X | X | | Create new admins | | X | X | X | | Create new super admins | | | X | X | | Move Zaps between shared folders | X | X | X | X | | Share a Zap with others | X | X | X | X | | Transfer ownership of your own Zaps | X | X | X | X | | Transfer ownership of another member's Zaps | | | X | X | | Move a Zap to the trash | X | X | X | X | | Delete their own Zap runs or Zap runs from Zaps in shared folders | X | X | X | X | | Export the JSON of a Zap from Zap Details | X | X | X | X | | Export all Zaps from the account | | | X | X | | Export all Zap runs from the account | | | X | X | | Export/import their own Zap data | X | X | X | X | | Add and manage teams | X | X | X | X | | View billing information | | X | X | X | | Remove team members | | X | X | X | | Verify a domain | | X | X | X | | [Enable/Disable Autoreplay](https://help.zapier.com/hc/en-us/articles/8496241726989#turn-on-autoreplay-for-failed-zap-runs) | | X | X | X | | Replay any Zap in account | | | X | X | | [Enable autoreplay for an individual Zap](https://help.zapier.com/hc/en-us/articles/8496241726989#enable-autoreplay-for-an-individual-zap-0-3) | X | X | X | X | | [Configure SAML SSO](https://help.zapier.com/hc/en-us/articles/8496279747085) | | X | X | X | | [Provision user accounts with SCIM](https://help.zapier.com/hc/en-us/articles/8496291497741) | | X | X | X | | [Customize Zap history retention](https://help.zapier.com/hc/en-us/articles/8496327478413) | | X | X | X | | [Manage domain insights](https://help.zapier.com/hc/en-us/articles/8496327503373) | | X | X | X | | [Manage access to apps](https://help.zapier.com/hc/en-us/articles/8496307974541) | | X | X | X | | Delete private Zaps owned by other members | | | X | X | | View Zap history for all Zaps in account | | | X | X | | [Export task usage for each member during the current billing cycle](https://help.zapier.com/hc/en-us/articles/8496196837261#monitor-task-usage-0-5) | | X | X | X | | Rename private folders owned by other members | | | X | X | | Share private folders owned by other members, except Home folders | | | X | X | | View all [held Zap runs](https://zapier.com/help/manage/history/view-and-manage-your-zap-history#view-status-of-zap-runs) in the account | | | X | X | | Bulk delete others' private Zaps from the [Zaps page](https://zapier.com/app/zaps) | | | X | X | | Bulk delete own private Zaps from the [Zaps page](https://zapier.com/app/zaps) | X | X | X | X | | Rename private Zaps owned by other members | | | X | X | | View all Zaps owned by other members in the [Trash](https://zapier.com/app/zaps/folder/trash) | | | X | X | | Upgrade or downgrade a plan (including task usage) | | | X | X | | Change the billing interval of a plan | | | X | X | | Update the account payment method | | X | X | X | | Change the account logo and name | | | X | X | | Transfer ownership of the account | | | | X | | Delete the Company account | | | | X | You can have an unlimited number of members on your team. Each member will have their own account with their own username and password, and can enable two-factor authentication (2FA) on their account. Learn more about [data privacy with Zapier for Companies](https://zapier.com/help/account/companies/data-privacy-in-zapier-for-companies-accounts). To change a member’s role: Learn more about [data privacy in Zapier for Companies accounts](https://zapier.com/help/account/companies/data-privacy-in-zapier-for-companies-accounts).  Note * You should have at least one super admin or admin on the account to assist with account management. * Super Admins have [a broad set of permissions](https://zapier.com/help/account/companies/manage-your-zapier-for-companies-account#manage-company-roles-and-permissions), including the ability to view, share, delete, and export your members’ public and private content on Zapier.  By proceeding, you agree that you have the right to grant these permissions. ## Verify your domain The Company account owner and admins can see who created Zapier accounts using their work email address on the account’s verified domain(s). Domain insights helps to ensure that the entire company is using a single account, and that security policies are enforced company-wide. Learn more about [domain insights](https://help.zapier.com/hc/en-us/articles/8496327503373). ## Manage access to apps Company owners and admins can decide what apps can be connected to Zapier. For example, you can prevent any data from your CRM from being used in Zapier by blocking the specific app. Learn more about [how to manage your apps in Zapier](https://help.zapier.com/hc/en-us/articles/8496307974541). ## Manage data retention Customize your Zap history retention to match your company’s legal and regulatory requirements, or extend your Zap history up to 90 days to help with Zap troubleshooting. Learn more about [custom data retention](https://help.zapier.com/hc/en-us/articles/8496327478413). Note Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about [the specific guidelines](https://zapier.com/legal/data-retention-deletion) for the product you're using. ## Transfer ownership of your Company account Only the Company owner can change the ownership of a Company account to a different account member: * Go to your [organization settings](https://zapier.com/app/settings/organization). * In the **Owner** field, click **Transfer**. * Select the **team member** that will be the new Company owner. If the existing owner does not have a separate personal account, a new one will be created for them and set as a member of the account.  Note If the account owner deletes their account: * This will delete the **Company** account as well. * Any invited members will lose membership to that team. * Any invited members will lose access to all **Company** features including any Zaps in that account. To avoid this, existing owners should transfer ownership to another member first. ## Remove users from your Company account Before removing users from your team, follow these instructions to [offboard your users](https://help.zapier.com/hc/en-us/articles/8496281082253). Then: * Go to your [team members settings](https://zapier.com/app/settings/members). * On the right of the user you want to remove from the Company account, click the **gear icon**, then select **Remove member**. When you remove a user from your Company account: * All the private Zaps of the removed member will be paused. Shared Zaps retain their status. * Shared Zaps are transferred back to the account owner. * Shared folders will remain in the account and will continue to be owned by the original creator. * Any admin, super admin, or account owner can move Zaps out of the folder. * They can also delete the folder if it's empty. * Private app connections belonging to the removed member are marked as stale. This will result in Zap runs being held and members being informed that they have to change that connection to a shared one that belongs to the Company account. * Shared app connections belonging to the removed member will be transferred to the account owner. * The removed member is removed from teams, shared folders, and shared app connections. When a member of a Company account deletes their personal account: * All the private Zaps of the deleted member are permanently deleted. Any shared Zaps created by the deleted member will retain their status. * All shared Zaps created by the deleted member are transferred back to the account owner. * All shared folders created by the deleted member are transferred back to the account owner. * Any private app connections belonging to the deleted member are also deleted. * Shared app connections belonging to the removed member will be transferred to the account owner. * The deleted member is removed from all teams, shared folders, and shared app connections. ## Create teams Teams are a subset of users who can collaborate on Zaps and share app connections. Account admins get full access to an account, while team members are only granted access to what they need. When someone joins your company or organization, you can add them as a member to a specific team to give them the permissions they need. Any user can create new teams in their Company account. By default, the user who creates the team is the team owner. * Go to your **[teams settings](https://zapier.com/app/settings/teams)** * Click **Add Team**. * Enter your team information: * Team Avatar * Team Name * Description * Team Members: members are searchable within the company by their name and email address * Click **Save Changes**.  Note The team owner, account owner, and account admins can make changes to team information at any time in [team settings](https://zapier.com/app/settings/teams). ## Create custom app restrictions Account admins can [restrict app access](https://help.zapier.com/hc/en-us/articles/8496307974541) and add member and team exceptions. * Go to your [app restrictions settings](https://zapier.com/app/settings/company/app-restriction). * Click **Add App** to restrict a new app, or select a current **restricted app**. * In the **Add Exceptions** search box, search for and select the **team** to grant access to the app. ## Who can add members to teams and who can create teams? Anyone in a Company account can create teams and view members of other teams. Team owners can edit team settings, and add/remove members to teams they own. Account owners and admins can edit all team settings, and add/remove members to any team. Additionally, members of the account can request access to join a team.

https://help.zapier.com/hc/en-us/articles/25547326353165-Zapier-Company-Plans-LEGACY

Symptoms When using any of the Google apps as actions in your Zaps, you see the error message "requested entity was not found". This error can be found when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when the Google app requires an ID value for a field but your Zap sends a non-ID value instead. How to fix it To fix this issue: In your Zap, go to the step and field that is running into this error. To understand what kind of value the field will accept, you can review: The field’s help text for information about what kind of value is accepted by the app. The list of preset options for the field by clicking the field to expand the dropdown menu, if it has one. Sometimes, the ID may be the same as the name of the value, or it may be a numeric or alphanumeric string. The ID is located below the name of the item in a dropdown menu. (The name is in bold, black text. The ID is below in light gray text.) Review the value you currently have in the field. If it does not contain an ID value, you must change it by doing one of the following: Use a custom value if the field has a dropdown menu. Add a Formatter step to use a lookup table to replace the non-ID value with a corresponding ID value (works best for small data sets). Set up a search action to retrieve the ID, then map it your field. Example Opening the dropdown menu for the Contact field in this Google Contacts Update Contact step, you can see that the contact name (“Jamie Bennett”, as shown in the bold black text) and contact ID (“people/c1795597505863461761”, as shown in the gray text) are different. Google Contacts requires the contact ID, not the name. To ensure the ID matches, you can either: Use a custom value by mapping a field from a previous step if it returns the contact ID or manually entering the contact ID if you only need the same contact entered each time the Zap runs. Use a lookup table to return the contact ID by adding a Formatter step before the Google Contacts Update Contact step, then map the ID to the Contact field. Search for the contact and their ID by adding a Google Contacts Find Contact search action before the Google Contacts Update Contact step, then map the ID to the Contact field. Use a Google Contacts Find Contact search action to find the contact and their ID.

## Symptoms When using any of the [Google apps](https://zapier.com/apps/categories/google) as actions in your Zaps, you see the error message "requested entity was not found". This error can be found when setting up a Zap or in the [details of a Zap run](https://help.zapier.com/hc/en-us/articles/20512774106125) in your Zap history. ## Causes This happens when the Google app requires an ID value for a field but your Zap sends a non-ID value instead.  ## How to fix it To fix this issue: 1. In your Zap, go to the step and field that is running into this error. 2. To understand what kind of value the field will accept, you can review: * The field’s help text for information about what kind of value is accepted by the app. * The list of preset options for the field by clicking the **field** to expand the dropdown menu, if it has one. * Sometimes, the ID may be the same as the name of the value, or it may be a numeric or alphanumeric string. * The ID is located below the name of the item in a dropdown menu. (The name is in bold, black text. The ID is below in light gray text.) 3. Review the value you currently have in the field. If it does not contain an ID value, you must change it by doing one of the following: * [Use a custom value](https://help.zapier.com/hc/en-us/articles/8496241696141) if the field has a dropdown menu. * Add a Formatter step to use a [lookup table](https://help.zapier.com/hc/en-us/articles/8496305146765) to replace the non-ID value with a corresponding ID value (works best for small data sets).  * Set up a [search action](https://help.zapier.com/hc/en-us/articles/8496241402253-Search-for-existing-data-in-Zaps) to retrieve the ID, then [map it your field](https://help.zapier.com/hc/en-us/articles/8496343026701).  Example Opening the dropdown menu for the _Contact_ field in this Google Contacts Update Contact step, you can see that the contact name (“Jamie Bennett”, as shown in the bold black text) and contact ID (“people/c1795597505863461761”, as shown in the gray text) are different. Google Contacts requires the contact ID, not the name. To ensure the ID matches, you can either: * Use a [custom value](https://help.zapier.com/hc/en-us/articles/8496241696141) by [mapping a field from a previous step](https://help.zapier.com/hc/en-us/articles/8496343026701) if it returns the contact ID or manually entering the contact ID if you only need the same contact entered each time the Zap runs. * Use a [lookup table](https://help.zapier.com/hc/en-us/articles/8496305146765) to return the contact ID by adding a Formatter step before the Google Contacts Update Contact step, then map the ID to the _Contact_ field. * Search for the contact and their ID by adding a Google Contacts Find Contact search action before the Google Contacts Update Contact step, then map the ID to the _Contact_ field. * Use a Google Contacts Find Contact search action to find the contact and their ID. 

https://help.zapier.com/hc/en-us/articles/25639501662221-Google-error-requested-entity-was-not-found

Symptoms When you use a create or update action in a Google Sheets step, you see an error message of "There was an error writing to your Google Sheets, unable to parse range". This happens when testing the Zap or if the Zap is live. Causes This can happen for a few reasons: A column in the sheet has been removed. The sheet has been renamed. Insufficient permissions. Some of the rows or columns are frozen, hidden, or protected. How to fix it To fix this: Check the sheet name and the range of columns and rows used by your Zap to ensure it matches what you see in Google Sheets. If a field is empty or missing items follow this tutorial. Verify that the Google account connected to the Zap has editor permissions for that sheet. Check if any rows or columns being used by the Zap are frozen, hidden, or protected in Google Sheets. Adjust them, if necessary, as Zaps cannot work with frozen, hidden, or protected columns and rows.

## Symptoms When you use a create or update action in a Google Sheets step, you see an error message of "There was an error writing to your Google Sheets, unable to parse range". This happens when testing the Zap or if the Zap is live. ## Causes This can happen for a few reasons: * A column in the sheet has been removed. * The sheet has been renamed. * Insufficient permissions. * Some of the rows or columns are frozen, hidden, or protected. ## How to fix it To fix this: 1. Check the sheet name and the range of columns and rows used by your Zap to ensure it matches what you see in Google Sheets. * If a field is [empty or missing items follow this tutorial](https://help.zapier.com/hc/en-us/articles/8496199710477-Dropdown-menu-in-Zap-field-is-empty-or-missing-items#1-check-if-your-app-account-is-connected-0-0). 2. Verify that the Google account connected to the Zap has editor permissions for that sheet. 3. Check if any rows or columns being used by the Zap are frozen, hidden, or protected in Google Sheets. Adjust them, if necessary, as Zaps cannot work with frozen, hidden, or protected columns and rows.

https://help.zapier.com/hc/en-us/articles/25804519400461-Google-Sheets-error-There-was-an-error-writing-to-your-Google-Sheets-unable-to-parse-range

Public preview Zapier Central is a product in public preview. It’s available for use, but it's experimental, still in active development and may change. Learn more about data safety with Central. Zapier Central is an AI tool that automates tasks for you using the power of Zapier's 6,000+ apps. To get started, you must create a bot and tell it what it should do for you. Get access to Zapier Central Zapier Central is on "public preview" status. This means that it is an experimental product, currently under active development. To get access to Central, visit central.zapier.com and sign up. Create a new bot Bots are AI-powered agents that do work for you. They can perform actions independently or when you ask them to. They can also tell you what they can do, help you fix issues with their own tasks, and answer questions related to connected data sources. To create a new bot: If this is your first time using Zapier Central, click + New bot. If you already have bots, hover over the + icon on the left sidebar and click + New bot. When you create a new bot, a chat field will appear and the bot will introduce you to what it can do and give you an overview of setting it up. If you have questions at any point, you can ask the bot directly using the message field at the bottom of the chat screen. Chat and Activity screens Each bot has two screens: the Chat screen and the Activity screen. The Chat screen is where you'll interact with the bot and make changes to it. The Activity screen is where you can review all the tasks your bot has completed for you. You can switch between these two screens using the toggle at the top. Name your bot Name your bot by clicking the current name at the top left of the screen. Create behaviors Behaviors control what your bot can do. Your bot will need instructions, a trigger, and actions to complete tasks for you. Learn more about how to set up a behavior. Give the bot a data source Data sources are documents that your bot can use to complete tasks or answer questions. The bot will use any data source you provide, like a Google spreadsheet, to help generate a response. Learn more about data sources. Delete a bot To delete a bot: From the Chat screen, click the three dot icon . Click Delete bot. In the dialog box, click Delete bot. Note Bot deletion is permanent. You cannot recover a deleted bot. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Central team. You can also discuss Central with other users on Zapier's Early Access Program Slack.

Public preview Zapier Central is a product in public preview. It’s available for use, but it's experimental, still in active development and may change. Learn more about [data safety with Central](https://help.zapier.com/hc/en-us/articles/24687564925453). Zapier Central is an AI tool that automates tasks for you using the power of Zapier's 6,000+ apps. To get started, you must create a bot and tell it what it should do for you. ## Get access to Zapier Central Zapier Central is on "public preview" status. This means that it is an experimental product, currently under active development. To get access to Central, visit [central.zapier.com](http://central.zapier.com/) and sign up. ## Create a new bot Bots are AI-powered agents that do work for you. They can perform actions independently or when you ask them to. They can also tell you what they can do, help you fix issues with their own tasks, and answer questions related to connected [data sources](https://help.zapier.com/hc/en-us/articles/24569690575117).  To create a new bot: * If this is your first time using Zapier Central, click **\+ New bot**. * If you already have bots, hover over the **\+ icon** on the left sidebar and click **\+ New bot**. When you create a new bot, a chat field will appear and the bot will introduce you to what it can do and give you an overview of setting it up. If you have questions at any point, you can ask the bot directly using the message field at the bottom of the chat screen. ### Chat and Activity screens Each bot has two screens: the _Chat_ screen and the _Activity_ screen. The Chat screen is where you'll interact with the bot and make changes to it. The Activity screen is where you can review all the tasks your bot has completed for you. You can switch between these two screens using the toggle at the top. ### Name your bot Name your bot by clicking the current name at the top left of the screen.  ## Create behaviors Behaviors control what your bot can do. Your bot will need instructions, a trigger, and actions to complete tasks for you. Learn more about [how to set up a behavior](https://help.zapier.com/hc/en-us/articles/24594043227021). ## Give the bot a data source Data sources are documents that your bot can use to complete tasks or answer questions. The bot will use any data source you provide, like a Google spreadsheet, to help generate a response. Learn more about [data sources](https://help.zapier.com/hc/en-us/articles/24569690575117). ## Delete a bot To delete a bot: * From the Chat screen, click the **three dot icon** . * Click **Delete bot**. * In the dialog box, click **Delete bot**. Note Bot deletion is permanent. You cannot recover a deleted bot. ## Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help [from the Zapier Central team](http://central.zapier.app/). You can also discuss Central with other users on [Zapier's Early Access Program Slack](https://join.slack.com/t/zapierearlyaccess/shared_invite/zt-2dqgxv9rn-ECeO5uS~n~27gk5hd91pPA).

https://help.zapier.com/hc/en-us/articles/24393442652557-Build-a-bot-in-Zapier-Central

Public preview Zapier Central is a product in public preview. It’s available for use, but it's experimental, still in active development and may change. Learn more about data safety with Central. Data sources are documents that your bot can use to complete tasks or answer questions. The bot will use any data source you provide, like a Google spreadsheet, to help generate a response. Use them to provide the bot with information specific to your business or use case. When you add a data source, the bot can answer questions that are related to the content of the data source, such as giving you an average of all values on a spreadsheet or a summary of a text. Add a data source From the bot Chat screen, click Data sources. Click + Add data source. In the dialog box, select the app for the data source from the available options. Select an existing connection for the app. You can create a new connection by clicking the Settings icon . In the next dropdown field, select a document to use as the data source. After you select a document, it will have the label "Synced". Click Add data source. Data source synchronization When you add a data source, Zapier will sync it with the bot immediately. After that, it will sync regularly to retrieve new data. If you made changes and want the bot to catch up before the next sync: From the bot Chat screen, click Data sources. Click the three dot icon beside the data source you want to sync with your bot. Click Sync now. Remove a data source From the bot Chat screen, click the data sources bar that appears above the messaging field. Click the three dot icon beside the data source you want to sync with your bot. Click Remove from bot. Limitations for data sources Google Docs The bot can only sync text. Maximum synced words: 96,000. Google Sheets The spreadsheet must have headers. Maximum synced columns: 26 Maximum synced worksheets: 20 (shared across all synced spreadsheets) Maximum synced records: 50,000 Notion The bot can only use pages. Maximum synced words: 96,000. Airtable To sync when changes are made, Airtable tables must have a column of type "Last Modified Time". Otherwise, each table will sync once a day. Maximum synced columns: 26 Maximum synced tables: 20 Zapier Tables Maximum synced columns: 26 Automate more tasks with data sources When you use data sources with your bot, it can help streamline your work further. Here are some examples of tasks your bots can perform: Lookup records that match a given criteria Which of our Italian customers increased their spending in the last week? Aggregate data from a spreadsheet What are the average sales for each salesperson by day? What percentage of shipments were delayed in 2024? What was the total weight shipped each week by mode of transportation? Rank records Who are our top 10 customers, based on revenue? Create a time series analysis Are there any seasonal trends for our top-selling product? Exploratory Data Analysis (EDA) Summarize key statistics (mean, median, standard deviation, etc.) for last year's sales. Generate a frequency table for lead generation for the past year. Perform general math computations What was the total sales amount for December? Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Central team. You can also discuss Central with other users on Zapier's Early Access Program Slack. Related to: Beta Feature AI-powered

Public preview Zapier Central is a product in public preview. It’s available for use, but it's experimental, still in active development and may change. Learn more about [data safety with Central](https://help.zapier.com/hc/en-us/articles/24687564925453). Data sources are documents that your bot can use to complete tasks or answer questions. The bot will use any data source you provide, like a Google spreadsheet, to help generate a response. Use them to provide the bot with information specific to your business or use case. When you add a data source, the bot can answer questions that are related to the content of the data source, such as giving you an average of all values on a spreadsheet or a summary of a text.  ## Add a data source 1. From the bot Chat screen, click **Data sources**. 2. Click **\+ Add data source**. 3. In the dialog box, select the **app** for the data source from the available options. 4. Select an existing connection for the app.  * You can [create a new connection](https://help.zapier.com/hc/en-us/articles/8496258785421-Connect-your-app-accounts-to-Zapier) by clicking the **Settings icon** .  5. In the next dropdown field, select a **document** to use as the data source.  * After you select a document, it will have the label "Synced". 6. Click **Add data source**.  ## Data source synchronization When you add a data source, Zapier will sync it with the bot immediately. After that, it will sync regularly to retrieve new data. If you made changes and want the bot to catch up before the next sync: 1. From the bot Chat screen, click **Data sources**. 2. Click the **three dot icon** beside the data source you want to sync with your bot. 3. Click **Sync now**.  ## Remove a data source 1. From the bot Chat screen, click the **data sources bar** that appears above the messaging field. 2. Click the **three dot icon** beside the data source you want to sync with your bot. 3. Click **Remove from bot**. ## Limitations for data sources  ### Google Docs * The bot can only sync text.  * **Maximum synced words:** 96,000. ### Google Sheets * The spreadsheet must have headers.  * **Maximum synced columns:** 26 * **Maximum synced worksheets:** 20 (shared across all synced spreadsheets) * **Maximum synced records:** 50,000 ### Notion * The bot can only use pages. * **Maximum synced words:** 96,000. ### Airtable * To sync when changes are made, Airtable tables must have a column of type "Last Modified Time". Otherwise, each table will sync once a day. * **Maximum synced columns:** 26 * **Maximum synced tables:** 20  ### Zapier Tables * **Maximum synced columns:** 26 ## Automate more tasks with data sources When you use data sources with your bot, it can help streamline your work further. Here are some examples of tasks your bots can perform: * **Lookup records that match a given criteria** * Which of our Italian customers increased their spending in the last week? * **Aggregate data from a spreadsheet** * What are the average sales for each salesperson by day? * What percentage of shipments were delayed in 2024? * What was the total weight shipped each week by mode of transportation? * **Rank records** * Who are our top 10 customers, based on revenue? * **Create a time series analysis** * Are there any seasonal trends for our top-selling product?  * **Exploratory Data Analysis (EDA)** * Summarize key statistics (mean, median, standard deviation, etc.) for last year's sales. * Generate a frequency table for lead generation for the past year. * **Perform general math computations** * What was the total sales amount for December? ## Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help [from the Zapier Central team](http://central.zapier.app/). You can also discuss Central with other users on [Zapier's Early Access Program Slack](https://join.slack.com/t/zapierearlyaccess/shared_invite/zt-2dqgxv9rn-ECeO5uS~n~27gk5hd91pPA). #### Related to: * [Beta Feature](https://help.zapier.com/hc/en-us/search?content_tags=01GW2GMBHGXSBV0YXVXNB5E3E0&utf8=%E2%9C%93 "Search results") * [AI-powered](https://help.zapier.com/hc/en-us/search?content_tags=01H05P2KJ9HF0KA1HX7Z2C96KD&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/24569690575117-Add-a-data-source-to-a-Zapier-Central-bot

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

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

https://help.zapier.com/hc/en-us/articles/25204083253773-Easily-search-for-and-filter-fields-when-setting-up-your-Zap

You can duplicate an existing Zapier table to reuse its structure. All fields and filters on the existing table will be recreated on a new one, but no records will be duplicated. Duplicate a table On your Tables dashboard, click the name of your table. Click the name of the table at the top of the screen. This will open a dropdown menu. Select Duplicate. In the dialog box, enter a name in the Table Name field. The Description field is optional. Click Create. Your new table will open on a new browser tab or window. Note The new table will also recreate existing filters and hidden fields. Views When you duplicate a table, its views will not be recreated. It's also not possible to duplicate a view. You can duplicate the original table related to that view and recreate the view manually.

You can duplicate an existing Zapier table to reuse its structure. All fields and filters on the existing table will be recreated on a new one, but no records will be duplicated.  ## Duplicate a table 1. On your [Tables dashboard](https://tables.zapier.com/app/tables), click the **name of your table**. 2. Click the **name of the table** at the top of the screen. This will open a dropdown menu. 3. Select **Duplicate**. 4. In the dialog box, enter a **name** in the _Table Name_ field. The _Description_ field is optional.  5. Click **Create**. Your new table will open on a new browser tab or window. Note The new table will also recreate existing filters and hidden fields. ## Views When you duplicate a table, its views will not be recreated. It's also not possible to duplicate a view. You can duplicate the original table related to that view and [recreate the view](https://help.zapier.com/hc/en-us/articles/19097922477453-Create-views-in-Zapier-Tables) manually.

https://help.zapier.com/hc/en-us/articles/25843378785165-Duplicate-an-existing-table

Symptoms When you use a create or update action in Google Sheets, you see an error message of "the app returned” “the caller does not have permission". This happens when testing the Zap or if the Zap is live. Causes This happens if you do not have sufficient permissions to edit a spreadsheet. How to fix it To fix this: Open the Google Sheet spreadsheet you want, using the same account that is connected to the Zap. In the top right, click Share. Check you have Editor permission. If you lack Editor permissions, ask the spreadsheet owner to give you Editor access.

## Symptoms When you use a create or update action in Google Sheets, you see an error message of "the app returned” “the caller does not have permission". This happens when testing the Zap or if the Zap is live. ## Causes This happens if you do not have sufficient permissions to edit a spreadsheet. ## How to fix it To fix this: 1. Open the **Google Sheet spreadsheet** you want, using the same account that is connected to the Zap. 2. In the top right, click **Share**. 3. Check you have _Editor_ permission. If you lack Editor permissions, ask the spreadsheet owner to give you **Editor** access.

https://help.zapier.com/hc/en-us/articles/25900528877837-Google-Sheets-error-the-app-returned-the-caller-does-not-have-permission

Public preview Zapier Central is a product in public preview. It’s available for use, but it's experimental, still in active development and may change. Learn more about data safety with Central. With instant actions, your Zapier Central bot can execute actions on command, during a conversation. Create an instant action From the bot Chat screen, click Instant actions. Click + Add action. A dialog box will open. Click the search field to search for and select the app you want your bot to use. In the Connection dropdown menu, select an account to connect to. You can create a new connection by clicking the Settings icon . In the Actions section, select the checkbox beside one or more actions. Click Save. Delete an instant action At the bottom of the screen, click Instant actions. Find the action you want to delete and click the three dot icon . Click Delete action. Confirm it by clicking Delete action on the dialog box. Use instant actions Once you set up an instant action, you can chat with the bot and ask it to perform any of those actions. The bot will let you know once the action is completed and what was the result. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Central team. You can also discuss Central with other users on Zapier's Early Access Program Slack. Related to: AI-powered

Public preview Zapier Central is a product in public preview. It’s available for use, but it's experimental, still in active development and may change. Learn more about [data safety with Central](https://help.zapier.com/hc/en-us/articles/24687564925453). With instant actions, your Zapier Central bot can execute actions on command, during a conversation.  ## Create an instant action 1. From the bot _Chat_ screen, click **Instant actions**.  2. Click **\+ Add action**. A dialog box will open. 3. Click the **search field** to search for and select the app you want your bot to use. 4. In the _Connection_ dropdown menu, select an **account** to connect to.  * You can [create a new connection](https://help.zapier.com/hc/en-us/articles/8496258785421-Connect-your-app-accounts-to-Zapier) by clicking the **Settings icon** .   5. In the _Actions_ section, select the checkbox beside one or more **actions**. 6. Click **Save**.  ## Delete an instant action 1. At the bottom of the screen, click **Instant actions**. 2. Find the action you want to delete and click the **three dot icon** . 3. Click **Delete action**. 4. Confirm it by clicking **Delete action** on the dialog box. ## Use instant actions Once you set up an instant action, you can chat with the bot and ask it to perform any of those actions. The bot will let you know once the action is completed and what was the result. ## Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help [from the Zapier Central team](http://central.zapier.app/). You can also discuss Central with other users on [Zapier's Early Access Program Slack](https://join.slack.com/t/zapierearlyaccess/shared_invite/zt-2dqgxv9rn-ECeO5uS~n~27gk5hd91pPA). #### Related to: * [AI-powered](https://help.zapier.com/hc/en-us/search?content_tags=01H05P2KJ9HF0KA1HX7Z2C96KD&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/26028298697485-Use-instant-actions-on-Zapier-Central

Symptoms Your Zap uses the Facebook Lead Ads New Lead trigger but it does not trigger even though you receive new leads in your Facebook account. Your Zap is turned on but there are no corresponding Zap runs in your Zap history. Causes This happens when: Your account has insufficient account permissions to use Facebook Lead Ads in Zapier. You have selected the wrong Facebook Lead Ads form in your Zap. How to fix it To fix this issue: Upgrade your Facebook Lead Ads account permissions. Reconnect your Facebook Lead Ads account after you upgrade your permissions. In your Zap, re-select your form from the dropdown menu. In your Zap, test your Facebook Leads Ads trigger step to confirm that Facebook Lead Ads is sending valid data from your form. (Optional) If you do not have any new leads, create a sample lead using the Facebook Lead Ads testing tool. (Optional) Transfer existing leads using a one-time transfer.

## Symptoms Your Zap uses the Facebook Lead Ads _New Lead_ trigger but it does not trigger even though you receive new leads in your Facebook account. Your Zap is turned on but there are no corresponding Zap runs in your Zap history. ## Causes This happens when: * Your account has insufficient account permissions to use Facebook Lead Ads in Zapier. * You have selected the wrong Facebook Lead Ads form in your Zap. ## How to fix it To fix this issue: * Upgrade your Facebook Lead Ads account [permissions](https://help.zapier.com/hc/en-us/articles/8496040397965-What-permissions-do-I-need-to-use-Facebook-Lead-Ads-with-Zapier).  * [Reconnect your Facebook Lead Ads account](https://help.zapier.com/hc/en-us/articles/8496290788109-Manage-your-app-connections#h_01H90TMQPTCFW2X263FFKVGHR8) after you upgrade your permissions**.** * In your Zap, re-select your **form** from the dropdown menu. * In your Zap, [test your Facebook Leads Ads trigger step](https://help.zapier.com/hc/en-us/articles/18811411817741) to confirm that Facebook Lead Ads is sending valid data from your form. * (Optional) If you do not have any new leads, [create a sample lead using the Facebook Lead Ads testing tool](https://help.zapier.com/hc/en-us/articles/8496061345805). * (Optional) Transfer existing leads using a [one-time transfer](https://help.zapier.com/hc/en-us/articles/8496274335885).

https://help.zapier.com/hc/en-us/articles/25377944537997-Facebook-Lead-Ads-Zap-not-triggering

Note This information was accurate at the time of publication. Please check out the latest product release notes for any updates or changes. Beta This feature is in open beta. It’s available for use but still in active development and may change. Introducing the Alerts page–a single location to monitor all errors in your Zaps. You can prioritize errors based on which should be addressed first, so you can efficiently triage your most business-critical Zaps. And set up alert rules to automatically prioritize the Zaps that matter most. Learn more about the Alerts page. Related to: Enterprise plans

 Note This information was accurate at the time of publication. Please check out the latest [product release notes](https://help.zapier.com/hc/en-us/categories/13951101412877-Product-updates) for any updates or changes. Beta This feature is in [open beta](https://help.zapier.com/hc/en-us/articles/8496181725453#beta-0-3). It’s available for use but still in active development and may change. Introducing the Alerts page–a single location to monitor all errors in your Zaps. You can prioritize errors based on which should be addressed first, so you can efficiently triage your most business-critical Zaps. And set up alert rules to automatically prioritize the Zaps that matter most. Learn more about the [Alerts](https://help.zapier.com/hc/en-us/articles/8496289225229#h_01HT4NBHSWHSWD9EV91PED40YV) page.  #### Related to: * [Enterprise plans](https://help.zapier.com/hc/en-us/search?content_tags=01HT4R338K5SWG1FE8ESJZP97K&utf8=%E2%9C%93 "Search results")

https://help.zapier.com/hc/en-us/articles/25444267052557-Track-all-your-Zap-errors-in-one-place-beta

The WooCommerce app has seen significant improvements in the last 12 months, focusing on improving capabilities, expanding compatibility with WooCommerce extensions, enhancing performance, and more on Zapier. Here’s a breakdown of these key updates: WooCommerce Memberships: Added support for the WooCommerce Memberships extension, with actions and triggers for creating, updating, finding, and managing the status of User Memberships and Membership Plans. Product variations and stock management: Support for variable products and product variations was added, as well as new actions for updating product prices and stock levels, making inventory management through Zapier more versatile. Order notes: Added support for creating, finding, and triggering workflows based on Order Notes, enhancing the capabilities for order management. Subscription notes: Added support for creating, finding, and triggering workflows based on Subscription Notes, enhancing the capabilities for subscription management. Compatibility and performance improvements: Added compatibility with new WooCommerce features, including WooCommerce High Performance Order Storage (HPOS) and WooCommerce Cart and Checkout blocks. Task History enhancements: WooCommerce now includes more detailed task history records inside WordPress, with the ability to search and filter tasks by status. This makes it easier to manage and troubleshoot automated workflows from within WooCommerce. 4 new triggers added: User Membership Membership Plan Order Notes Subscription Notes 43 new trigger rules added: Order status changed to Cancelled Order status changed to Completed Order status changed to Failed Order status changed to On hold Order status changed to Processing Order status changed to Refunded Booking status changed to Cancelled Booking status changed to Complete Booking status changed to Confirmed Booking status changed to In Cart Booking status changed to Paid Booking status changed to Pending Confirmation Subscription status changed to Active Subscription status changed to Cancelled Subscription status changed to Expired Subscription status changed to On hold Subscription status changed to Pending Cancellation Product stock status changed (any status) Product stock status changed to in stock Product stock status changed to on backorder Product stock status changed to out of stock Product stock low Order note created Order note deleted Subscription note created Subscription note deleted User Membership Created User Membership Deleted User Membership status changed (any status) User Membership status changed to Active User Membership status changed to Cancelled User Membership status changed to Complimentary User Membership status changed to Delayed User Membership status changed to Expired User Membership status changed to Free Trial User Membership status changed to Paused User Membership status changed to Pending Cancellation User Membership Transferred User Membership Updated Membership Plan Created Membership Plan Deleted Membership Plan Restored Membership Plan Updated 10 new actions added: Create Order Note Find Order Note Create Subscription Note Find Subscription Note Update Product Price Update Product Stock Quantity Create User Membership Update User Membership Find User Membership Find Membership Plan 8 improved actions: Create Product Update Product Find Product Update Order Update Product Update Coupon Update Subscription Update Customer For more information on these new features, visit the WooCommerce documentation.

The WooCommerce app has seen significant improvements in the last 12 months, focusing on improving capabilities, expanding compatibility with WooCommerce extensions, enhancing performance, and more on Zapier. Here’s a breakdown of these key updates: * **WooCommerce Memberships**: Added support for the [WooCommerce Memberships extension](https://woo.com/products/woocommerce-memberships/), with actions and triggers for creating, updating, finding, and managing the status of User Memberships and Membership Plans. * **Product variations and stock management**: Support for variable products and product variations was added, as well as new actions for updating product prices and stock levels, making inventory management through Zapier more versatile. * **Order notes**: Added support for creating, finding, and triggering workflows based on Order Notes, enhancing the capabilities for order management. * **Subscription notes**: Added support for creating, finding, and triggering workflows based on Subscription Notes, enhancing the capabilities for subscription management. * **Compatibility and performance improvements**: Added compatibility with new WooCommerce features, including [WooCommerce High Performance Order Storage (HPOS)](https://woo.com/document/high-performance-order-storage/) and [WooCommerce Cart and Checkout blocks](https://woo.com/checkout-blocks/). * **Task History enhancements**: WooCommerce now includes more detailed task history records inside WordPress, with the ability to search and filter tasks by status. This makes it easier to manage and troubleshoot automated workflows from within WooCommerce. * **4 new triggers added:** * User Membership * Membership Plan * Order Notes * Subscription Notes * **43 new trigger rules** **added:** * Order status changed to Cancelled * Order status changed to Completed * Order status changed to Failed * Order status changed to On hold * Order status changed to Processing * Order status changed to Refunded * Booking status changed to Cancelled * Booking status changed to Complete * Booking status changed to Confirmed * Booking status changed to In Cart * Booking status changed to Paid * Booking status changed to Pending Confirmation * Subscription status changed to Active * Subscription status changed to Cancelled * Subscription status changed to Expired * Subscription status changed to On hold * Subscription status changed to Pending Cancellation * Product stock status changed (any status) * Product stock status changed to in stock * Product stock status changed to on backorder * Product stock status changed to out of stock * Product stock low * Order note created * Order note deleted * Subscription note created * Subscription note deleted * User Membership Created * User Membership Deleted * User Membership status changed (any status) * User Membership status changed to Active * User Membership status changed to Cancelled * User Membership status changed to Complimentary * User Membership status changed to Delayed * User Membership status changed to Expired * User Membership status changed to Free Trial * User Membership status changed to Paused * User Membership status changed to Pending Cancellation * User Membership Transferred * User Membership Updated * Membership Plan Created * Membership Plan Deleted * Membership Plan Restored * Membership Plan Updated * **10 new actions added:** * Create Order Note * Find Order Note * Create Subscription Note * Find Subscription Note * Update Product Price * Update Product Stock Quantity * Create User Membership * Update User Membership * Find User Membership * Find Membership Plan * **8 improved actions**: * Create Product * Update Product * Find Product * Update Order * Update Product * Update Coupon * Update Subscription * Update Customer For more information on these new features, visit the [WooCommerce documentation](https://docs.om4.io/woocommerce-zapier/).

https://help.zapier.com/hc/en-us/articles/25419111668621-WooCommerce-update-new-features-and-enhancements

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

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

https://help.zapier.com/hc/en-us/articles/%7B%7Bplan_url%7D%7D

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

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

https://help.zapier.com/hc/en-us/articles/help/create/customize/add-branching-logic-to-zaps-with-paths