Resolve Zap issues

Below are some common issues with Zapier and how you can fix them

Before proceeding, you can find more information on Zapier terminology by checking out this Zapier article on key concepts.

The Importance of Email

Zaps will fail if your Zap does not contain valid email data. If you're creating a Zap to pass information between one platform and another, it's important that you have real data with which to test the Zap. This ensures that your Zap will work when turned on.

Check your account and triggers

There are several possible reasons why your Zap triggers won't work. When this happens, please review the following:

• Check if your app account is connected
• Check if your trigger options exist
• Create a new item in your trigger app

You can check the detailed instructions here.

Swap your test data

Another possible reason for failing test triggers is that your form may be empty and lack test data.

When needed, try to swap your test data by selecting another Record under the "Test" column, and review your record chosen to ensure the new test trigger is valid. Click Continue with selected record to proceed.

Check out Zapier's support article for more information on how to change your Zap's test data.

Audience-related Zap Actions

Membership.io has a few Zapier actions that complete similar tasks. We recommend using "Add or Update Audience" for any Audience-related Zaps to reduce any chance of running into Audience-related Zap errors. The "Add or Update Audience" will allow you to grant Hub access and/or add Audience Tags for any existing or new Audience Profiles.

Checking your Zap history

Track your Zap history to view and manage how your Zap is running. To access your Zap history, click on your Zap's three-dot menu and choose 🕗 History.

Check out Zapier's support article for more information on managing your Zap history.

Selecting the right field option

If you don't immediately see the field you need to set up in your Zap, scroll through the list or utilize the search function.

Not all fields need to be filled out in your Zap. You can "Add or Update Audience in Searchie" and just import someone's name and email but not any Audience Tags.

HINT: You will only find options that you've added to your form or database. If your Zap has an email field but you haven't captured emails in your form, you won't find the email field in your options list.

Sending screenshots of your Zap to Membership.io's Support Team

If you'd like our team to take a look at your Zaps for you, we'll ask you to send us two or three specific screenshots of how your Zap is set up:

• Zap errors

• Test trigger

• Set up action menu

Zap errors

Send us a screenshot of where and how your Zap is not working.

NOTE: You can try to fix the issue yourself by clicking the Troubleshoot or Help me fix it button.

Test trigger

Send us a screenshot of the "Test trigger", which is the last part of your Zap's Trigger.

Set up action menu

Send us a screenshot of the "Configure" tab on the Action Event part of your Zap.