I’m creating a zap that pulls from outlook (specific folder) and into our CRM (Affinity). I’ve tested and run the zap multiple times and there are no errors but the publish button is greyed out. Ive checked the connections of my apps and those are all fine as well. Not sure where the problem is.
Thanks, Troy! Unfortunately, I tried all these troubleshooting tricks and still no dice
@LDaring
Note: If you're currently trialing Affinity, you will not be able to access the Affinity API (and therefore use Zapier to integrate with Affinity) until you purchase one of the following subscription tiers: Scale, Advanced, or Enterprise.
For us to have more info, post screenshots showing how your Zap steps are outlined along with any WARNINGS in the left rail of the Zap Editor.
If you Zap is 3+ steps you need a Zapier paid plan to turn the Zap ON.
We are using Affinity as paid customers and are on a Zapier paid plan. Adding screenshots below:
@LDaring
In the Zap Editor left rail, check the Change History and Warnings.
If there are no changes to the Zap steps, then you won’t be able to republish the Zap, rather just turn the Zap back ON.
Your screenshot shows recent Zap Runs, so you should be able to try to toggle the Zap ON.
If your Zap is automatically turning OFF, check this help link:
I tried manually toggling the zap on and it automatically switches off. Tried the steps in the troubleshooting article as well, but I appreciate you sharing it
@LDaring
Post screenshots from the Zap Change History to give us more context.
@LDaring
That likely indicates an issue with an app account connection and/or an app plan.
All connections are good. Opened a ticket and awaiting feedback. I really appreciate you trying to problem solve this one with me!
Hey @LDaring, Peter here, with Zapier Support! If all of the connections are in good shape, then typically this means that one of the required fields haven’t been filled in.
From the screenshot of your steps, it looks like the ‘Search terms’ field in the New Email Matching Search trigger is empty. The Search Terms field is required for this trigger. Once you enter a search query you should be able to publish the Zap.
Note: This field supports the use of Advanced Query Search (AQS)
Give that a try and let me know how that goes!
Hi Peter - this seems to have done the trick!! Thank you so much!
@LDaring
Glad you got the issue fix and want to point out that troubleshooting tip was the first section in the help link originally provided.
If your Zap is missing steps or doesn’t have all the required fields filled out, you will not be able to turn it on. In the Zap editor, a warning icon will appear in the upper left of incomplete Zap steps.
To turn the Zap on, you must finish setting up the step, including filling in all required fields. If you're unable to complete a step because you can't successfully test the step, learn what to do if sample data won't load.
I had it filled in as a space “ “, so I thought that was not the fix. Clearly was wrong!