upon refresh, zap does not retain parameters. have been trying for a month to get first zap working, but impossible to publish. Have waited almost 24 hours for a response from zapier and nothing.
Question
Having trouble getting my Zap to work in Zapier
+11- Community Manager
Hi and welcome to the Community
Really sorry to hear about this. I had a look into the Support tickets to get up to speed and it looks like they they identified some issues that might be preventing you from being able to publish the Zap. Sharing the instructions from their reply on how to fix those here in case it’s helpful for you, or anyone else that runs into similar issues:
“Looking at the current draft of your Zap, there are a few things we need to resolve before it can work properly. Let me walk you through them.
First, in step 4, the folder name needs to be correctly mapped in order to find the right folder. I want to understand what you're expecting here.
Should the folder name be coming from your AI by Zapier step? And if so, what format should it be returned in, and what date should be included? Once I understand that, I can help guide you on how to set up the mapping correctly.
Here's what I'm looking at: https://cdn.zappy.app/4e63ae61acf3f6fd2a2b1e4a012d8e08.png
Next, in step 9 where you're adding the label, I can see it's currently mapped to the PDF attachment from your trigger.
We'll want to update that to use the actual Message ID of the email instead, like below, ensure to remove the current field mapping: https://cdn.zappy.app/0e60eeb25b311613a2d7530448ddb0c5.png
Once you've made that change to step 9, can you test that step and let me know if it works? After that, we can look into any remaining errors in the Zap together.”
With the issue they mentioned about step 4 (Find Monthly Invoice Folder) it looks like the Folder Name field is trying to get a date value from step 3 (Analyze and Return Data), but there’s no value for the selected Invoice Date Yyyymm field. Just wanted to suggest retesting step 3 of the Zap to see if it then gives an actual date value?
If it doesn’t can you share a quick screenshot showing the setup of step 3 of the Zap? That’ll help us to better understand why it’s not outputting a date value for step 4 to use as the folder name to search for. Please remember to remove any personal info like names, emails etc. before sharing as this is a public space (you can use a tool like Zappy for that).
Looking forward to hearing from you!
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