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Troubleshoot Zapier integration issues

Learn how to diagnose and fix common Zapier integration problems including failed triggers, authentication errors, and data mapping issues when helping customers.

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Who is this for?

This guide is for API Support Specialists and users building their first automations.

Step-by-Step Guide

Key Terms Defined (Dictionary)

TermDefinition
ZapAn automated workflow consisting of a trigger and one or more actions.
TriggerThe event that starts the Zap (e.g., "New Lead in Facebook").
ActionThe event that the Zap performs (e.g., "Send Email").
TaskA single successful action performed by a Zap.

Get started with Trinity

Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Zapier sitting right next to you.

What happens when you click "Start with Trinity"

  • 1
    Connect your microphone
    Give permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
  • 2
    Share your screen
    Share the screen you are working on so Trinity can see what you're doing and provide guidance.