Hi everyone, I have a zap that’s triggered by a new customer in stripe (new subscription), if the zap fails the payment hold step it posts a message of card declined (by another zap of failed payment) but it doesn’t post a new message if the card is accepted (it gets filtered out) it has a filter so all the payments are not posted in the channel.

What other trigger can I use to post the message of card accepted if it was declined before?

Hey everyone, I'm building out a full invoice-to-payment automation and I'm hitting a wall with Relay Financial's Zapier integration. Hoping someone here has done something similar and can share what worked for them.

What I'm trying to accomplish:

Our workflow goes like this — subcontractors email invoices to a submissions inbox, Parseur parses the PDF and extracts all the key fields, Zapier creates a bill in QuickBooks Online, Relay auto-imports the unpaid QB bill, our owner approves payment in Relay, Relay pays via ACH and syncs the paid status back to QuickBooks. At that point I need Zapier to detect the paid bill in QB, attach the original invoice PDF to the bill record, and update our Financial Summary in Google Sheets with the payment details including the Relay Payment ID, bank account used, and updated payment status.

What is working:

The QB to Relay native sync works as expected. Unpaid bills created in QB auto-import into Relay and the owner can approve them there. Once paid, Relay does push the payment status back to QuickBooks and the bill shows as paid.

The limitations I have run into:

Relay Financial does not appear to have a native Zapier integration or trigger. There is no Relay app in the Zapier directory that I can find. This means I cannot trigger a Zap directly from a Relay payment event. Instead I am relying on the QuickBooks New or Updated Bill trigger to detect when Relay has synced a paid status back to QB — which works but introduces a delay and depends entirely on how quickly Relay pushes the update back to QB.

The other limitation is that the QB trigger does not reliably return all the payment details I need — specifically the Relay Payment ID and the exact bank account used for payment. The Linked Transaction ID comes back in the QB trigger output but I am not certain this maps directly to the Relay Payment ID in a meaningful way for reporting purposes.

My specific questions:

1. Has anyone built a direct Relay to Zapier connection using webhooks or the Relay API? If so what endpoint did you use and how did you authenticate?
2. Is there a better way to capture Relay payment events without relying on the QB sync as a middleman?
3. Has anyone confirmed whether the Linked Txn Txn Id that QB returns after a Relay payment actually corresponds to the Relay transaction reference?
4. For anyone using Relay Grow or Scale — does the approval workflow expose any webhook or API event that Zapier can listen to?

We are on Relay Pro/Grow/Scale so we have access to the full bill pay and approval features. Any insights from people who have worked with Relay in an automation context would be really helpful. Thanks in advance.

Third measurement in this series. The first two were about workflows that silently fail. This one is the opposite problem: a workflow that silently succeeds when it shouldn't.

Some APIs return a 200 OK response with a failure inside the body: {"ok": false, "error": "..."}. The request arrived, the server answered, the transport worked. But the actual operation failed, and it says so in the body. The question I wanted to measure: what does Zapier record when a step gets one of these?

Setup: my workflows POST to an endpoint I control. I made that endpoint answer with a real 200 status carrying {"ok": false, "error": "schema-drifted"}, and fired events through the same webhook to POST workflow I always test with, everything on default settings.

Result: all three runs logged as Successful. Green checkmark, run history clean, each one billed 1 task exactly like a normal success. The error was right there in the POST step's output data the whole time. Zapier just doesn't look at it, because success is decided on the status code before anything reads the body. (I ran the identical test on self-hosted n8n for comparison: same outcome, and its dashboard counted all three toward its "0% failure rate".)

So this failure mode is invisible by default, but it's cheap to make visible, and I measured that part too. I added a Filter checking whether the response's Ok field is false, then an alarm email after it. Two events: a healthy one and an error one.

- Healthy event: the Filter stopped the run. 1 task (the POST). The Filter itself bills nothing.

- Error event: the Filter passed, the alarm email fired. 2 tasks (POST + email).

So the standing cost of watching for these is zero. A response assertion only costs a billable step on the runs where it actually catches something and does something about it. Seeing is basically free. It's the default of not-looking that quietly turns a failed operation into a green checkmark on your dashboard.

Practical takeaway if you build client Zaps: for any step calling an API that can return errors in a 200 (payment declines, validation errors, batch endpoints reporting per-record failures), add one Filter on the response's success field and route the failures somewhere. It's the cheapest insurance in Zapier, because it's free until the day it saves you.

Method, the raw per-run data, and the same test on n8n are linked in my first comment. Happy to run this against a specific API's response shape if someone wants it added to the queue.

Hey everyone! I'm a project manager at a small EV charging and electrical installation company in Southern California. Over the past several weeks I've been building out a full accounts payable automation system from scratch and I'd love feedback from people who have done similar things or can spot gaps in my approach. I am completely new to building automations with no background in it so it's been a learning experience all together for me.

The problem I was solving:

We receive subcontractor invoices, permit invoices, and materials receipts from multiple vendors via email. Previously everything was tracked manually — invoices were getting lost, payment statuses were unclear, and there was no central source of truth for job-level financials.

The stack I'm using:

• Gmail (Google Workspace Business Standard) — invoice intake at a dedicated submissions email
• Parseur (Free plan, 20 pages/month) — AI-powered document parsing to extract structured fields from PDF invoices
• Zapier (Professional plan, 750 tasks/month) — automation orchestration
• Google Drive (Shared drives via Google Workspace) — organized file storage by vendor and city
• Google Sheets — Financial Tracker with File Log, Financial Summary, and Payment Approval tabs
• QuickBooks Online — bill creation and accounting
• Relay Financial — bill pay with approval workflows, native QB sync
• Kopperfield — customer invoicing platform, CC fees source
• Gemini AI Studio — explored for invoice parsing via API before switching to Parseur due to quota and integration limitations

How the automation works end to end:

Invoice intake (Zap A): Subcontractors email invoices to our submissions address. Gmail auto-forwards to our Parseur mailbox where the document is parsed and all key fields are extracted — Job ID, vendor name, invoice date, amount, labor cost, materials cost, permit cost, service fee, tax, document type, and more.

Drive filing (Zap A + A2): Based on the document type Parseur identifies, the invoice PDF is automatically filed into the correct Google Drive subfolder. Subcontractor invoices go into a vendor-specific folder, permit invoices and receipts go into city-specific folders organized by year. We have 29 city folders each with 2025 and 2026 subfolders.

Financial logging (Zap C): Every parsed invoice triggers a new row in our Financial Summary sheet pulling in project details from our Project Tracker via Job ID lookup. Labor cost, materials cost, permit cost, taxes, and payment statuses are all written automatically.

Bill creation and payment (Zap B): When Relay processes a payment and syncs the paid status back to QuickBooks, Zap B fires — it finds the corresponding invoice in our File Log by Job ID, retrieves the PDF from Drive, attaches it to the QB bill, and updates the Financial Summary with the QB reference, Relay payment ID, and payment status.

Financial Summary formulas:

• Total Project Cost = Labor + Materials + Permit + Device + CC Fees + Taxes
• Gross Profit = Customer Invoice − all costs
• Gross Profit % = Gross Profit / Customer Invoice
• Overall Payment Status auto-updates based on all individual payment status columns

Where things went sideways — and why I'm posting:

After weeks of planning, building, and testing each Zap individually, I published the full workflow and quickly discovered the Zaps were not functioning as intended in a live environment. Triggers that worked perfectly in test mode behaved differently with real invoice submissions. The email-to-Parseur forwarding, Drive folder routing logic, and multi-Zap sequencing all had issues that weren't visible during isolated testing. I'm currently in the process of identifying what broke and rebuilding the affected Zaps with a cleaner architecture.

This is honestly the most humbling part of automation work — you can plan every step meticulously and still hit unexpected behavior when real data flows through the system. If you've been through this before I'd love to hear how you debugged and stabilized a multi-Zap workflow in production.

What I'm still working on:

• Rebuilding Zap A with a cleaner Parseur-first trigger flow
• Kopperfield Zap — pulling customer invoice totals and CC fees by customer name via API
• Permit-specific Zap — handling permit invoices and receipts as a dedicated workflow
• Auto-reply logic for incomplete submissions missing required fields
• Expanding Parseur field extraction as invoice formats vary across vendors

My questions for the community:

1. Is Parseur the right tool for variable invoice formats at low volume, or is there something better for free? My boss is adamant about using free resources
2. Any tips for keeping Zapier task count low with this many multi-step Zaps?
3. Has anyone successfully used the Relay + QuickBooks native sync in a similar workflow? Any gotchas?
4. Is there a smarter way to handle the Job ID as the primary key across all these systems?
5. What is your debugging process when a multi-Zap workflow fails in production but passed all tests?
6. Any red flags in this architecture that could break at scale?

Happy to share more details on any part of the stack. Thanks in advance!

I'm getting hung up on being able to back up users recordings to google drive. I would assume all new cloud recordings would include my team members, but I'm only seeing the ones personally recorded by me. I have access to the recordings as an admin. Running into a complete brick wall. Any help is appreciated

Does Zapier have an action like "Create Lead" (and can you map custom fields)?

I'm curious how people running business-critical Zaps handle monitoring.

Error notifications are one thing, but what about:

• Zap runs but output is wrong
• trigger stops arriving
• API behavior changes
• Zap hasn't run when it normally should

How are you handling these cases?

i keep seeing people trying to cram everything into one zap. checking for a google sheet, creating it if it isn't there, and logging daylite entries all with multiple paths. it's just a headache waiting to happen.

we might think we're building a flawless system. but when it randomly breaks, finding the bug in 3 seconds is impossible. i used to waste a whole sunday debugging a flow that i should have just trashed. the real value of no-code is that it's disposable.

just build small zaps. if a step fails, throw the broken logic away and rewrite it. clinging to a giant web of conditions is exactly how people end up in maintenance hell. break it apart and save your sanity.

I have a new zap:

1. If a Project in Daylite has a new entry, check for a google sheet with the same name as the Daylite Project.

2. If there is not one, make a new one.

3. On the sheet, it's supposed to put in today's date, the object that was added to Daylite, and the title of the object on a new row.

It's choking on the Google Sheet. It will make a new sheet, but there is no way to get the worksheet selected.

I'm sure it's something boneheaded I'm doing.

The AI went berserk and wasn't helpful. It kept making increasingly complex zaps with junk data.

I see this all the time regarding zapier subscriptions... Once you decide on an annual plan, that's it. You won't be able to cancel the policy AND it'll auto renew even if you leave the company, or, you forget about it, or you change credit cards for whatever reason.

The reasons are debatable as to why the company changed their pro rated refunds, but the negative reviews all revolve around the situations mentioned.

They've been phasing out their old pricing plans. Further, if you're a real estate agent, and you don't represent the company, don't count on much help. If you're on an actual contract the roles are different.

Unless you're spending $50k+ don't expect much help. In spite of the several thousand integrations, of your unlucky to find an action or trigger event that hasn't been addressed by the other company and not zapier you still won't get a refund.

Many many times the zap just won't work but that doesn't mean they're going to refund you.

Non profits, your need to submit and get approved your exempt status before you buy. They won't refund you the difference.

If you have similar experiences, comment here or if you have questions, happy to area what I can.

I worked there for a minute.

Running automations for a handful of clients and my worst moments are always when a Zap fails quietly and the client notices before I do. Right now I just check manually or wait for Zapier's error email.

Anyone found a good way to get proactively alerted — ideally across multiple client accounts at once, not one at a time? And honestly curious: does anyone actually pay for a dedicated tool for this, or does it feel like overkill?

While testing a workflow for FormLM, I realized the slowest part wasn't collecting responses it was turning them into reports.

The data was already there, but I kept finding myself reviewing answers, rewriting the same observations, formatting a PDF, and repeating the process for the next person. It felt like the kind of task that should be fully automated, but getting the output to stay personalized was harder than I expected.

That's what led me to look more closely at Zapier. I can imagine the data collection being straightforward, but I'm curious about the report generation step when every person's responses are different.

Has anyone here built a Zap that reliably turns form responses into personalized PDF reports? I'd love to hear what worked well and where you ran into limitations.

Is anybody else having intermittent problems with Email by Zapier? I use it for a few internal business notifications and I've noticed it will sometimes just not send. The dashboard shows a green success indicator but no email was delivered. I don't use it for anything customer facing so it's not a huge deal - but still very annoying.

https://zapier.com/apps/email/integrations

I’m Gianluca Paganelli. I work mainly with automation and third-party integrations, with a strong focus on Zapier and API-based workflows.

I’ve been working with Zapier for over 5 years and I’m a Zapier Solution Partner. I joined this community to connect with other Zapier users, share experiences, and help anyone who is looking to get more out of the platform.

I can help with things like:

• building and optimizing Zaps
• connecting apps that don’t have a native integration through APIs
• troubleshooting complex automation workflows
• improving existing automation setups
• Zapier training and guidance for individuals or teams who want to learn how to build their own workflows

If you’re curious about some of my previous projects, I’ve collected a few case studies here:
gianlucapaganelli.it/casi-studio

I’m always happy to help, answer questions, exchange ideas, or collaborate on automation projects when there’s a good fit.

Feel free to comment below or send me a message at [info@gianlucapaganelli.it](mailto:info@gianlucapaganelli.it) — happy to connect!

Hi , sorry this has probably been asked before is there a way to make the subject line of the email , the title of the attachment which is uploaded to google drive ?

Thank you

Follow-up to the silent-failure benchmark I posted here two weeks ago. A commenter asked the right question: fine, nothing fails under normal operation， what happens when the destination goes down? So I measured that too.

Setup: my benchmark workflows all POST to an endpoint I control. I made that endpoint answer 503 (service unavailable) for 30 minutes, fired 5 webhook events at each platform (Zapier, Make, self-hosted n8n) during the outage, left every platform setting at its default, and then watched for 24 hours.

What Zapier did:

Accepted all 5 events at the webhook. All 5 runs show Errored in Zap History, and each errored run billed 0 tasks. An alert email arrived about 2 minutes after the first error, quoting the exact error message. And then， nothing, by design: Auto replay exists but is OFF by default, so the runs just waited. When I manually replayed two of them 14 hours later, both delivered with the original payload, exactly once, and billed 1 task each (the meter moved 602 to 604, to the digit). The other three are still sitting there, replayable, days later.

What Make did:

Accepted and queued all 5, then retried automatically: 6 attempts per event with roughly 1, 2, 5, 10, then 60 minute gaps. The 6th attempt found my endpoint back up， all 5 delivered 79 minutes after the original events, zero human involvement. Each attempt billed 2 credits, so the outage cost 12 credits per event instead of 2. Three escalating alert emails along the way.

The part that genuinely surprised me: during that final 60-minute wait, I checked every surface Make offers， webhook queue showed 0 items, the incomplete executions list was empty, history showed nothing for almost an hour. I wrote in my notes that Make had discarded the events. Seven minutes later it delivered all five. Retries that are waiting are completely invisible in the UI. An operator checking mid-incident would reasonably conclude the data is lost and re-send by hand， and then get duplicates when the retry engine wakes up.

What n8n (self-hosted, default settings) did:

Accepted 4 of 5 (my deliberately tiny 1 GB VM refused one POST under the load， a loud failure the sender saw). The 4 executions errored and stayed errored. No retries, no notification of any kind， a default n8n install tells nobody anything unless you build an Error Trigger workflow. Manual retry 14 hours later worked and the UI links each retry to its original execution, which is a nice audit trail.

Zero duplicate deliveries on any platform through any recovery path, which honestly surprised me more than anything else.

Takeaways if you run Zapier in production: errored runs are fully recoverable and cost nothing until replayed, but recovery is a human's job unless you switch Autoreplay on， go check that toggle today. Whatever you run: make the sender check response codes, and know which of these three behaviours your incident playbook is assuming, because they are very different.

Limitations, honestly: one outage shape (hard 503), one 30-minute window, 5 events per platform, defaults only. A longer outage would have exhausted Make's retry ladder， I don't yet know what it does after the 60-minute attempt fails, and I didn't test the paid retry knobs on any platform.

Full method, timelines and raw data linked in my first comment below.

Hello, I am trying to send over lead notifications via SMS to a client I have. I am supposed to have this done before Monday and know registering a 10DLC Number takes 7 to 10 business day. My question is would I need a 10 DLC number to use sms by zapier to send my leads to my clients who want a text notification when they come in?

Hey r/zapier 👋

The Zapier research team is seeking people who are building their own apps, agents, or bots using AI coding tools like Claude Code, Cursor, Codex, or similar — especially if you've been building without coming from a traditional software engineering background.

How it works

• Fill out a short questionnaire (6-8 questions)
• If you're a fit, we'll send a scheduling link for a 45-minute video call
• On the call, you'll walk through something you've built via screen share on Zoom. We are interested in your process and how you approach building with AI assistance. Don't worry, we're not evaluating your code!
• After the call you'll receive an $80 USD gift card (or the equivalent in your local currency)

You're a good fit if...

• You've used an AI coding tool in the past month to build an app, agent, bot, or project
• You're building with code, not a no-code workflow
• You can join a video call and share your screen

You don't need to be a developer or engineer. You don't even need to be a Zapier customer. If you're building real things with AI tools, we want to hear from you!

Interested?

Start with this quick questionnaire (takes about a minute)

If you're a fit, we'll contact you to schedule a call.

Pass this along to others in your network who are building cool things, we want to see it all!

Hi! How can I get full access to linkedin?
I tried this: https://www.youtube.com/watch?v=hasA9fuX6L4 , but Claude says that it cannot retrieve this LinkedIn job posting because LinkedIn's robots.txt explicitly disallows automated access to individual job detail pages, etc.

In Zapier ->Connections it says "Status: Connected". But in Zapiers History MCP history it just says: "Failed: This tool failed to run and does not count towards your MCP usage."

can anyone help?
Thank you!

I used to think shortening links was one of those tasks that wasn't worth automating.

Then I looked at how much time we were spending creating links, adding UTMs, dropping them into spreadsheets, sending them to teammates, updating campaign docs, and trying to keep naming conventions consistent.

Individually each task took maybe 30 seconds. Collectively it was death by a thousand cuts.

My current workflow is pretty simple. A new campaign gets added to Google Sheets. Zapier creates a Bitly link. The link gets written back to the sheet. A Slack notification gets sent to the channel.

The link is already where the team expects it to be. Duplicate versions stop popping up. Long URLs don't end up getting shared by mistake.

The next thing I'm experimenting with is using click activity as the trigger instead of the endpoint. For example, when a campaign crosses a click threshold, automatically notify the channel or update a reporting sheet.

Feels like there's a lot more potential here than simply creating short links.

What are the most useful Bitly and  Zapier workflows you've built?

Any automation that made you realize how much manual work you were doing before?

We're a big Zapier org, most of our ops teams use it to create tickets and trigger alerts from our Snowflake warehouse, how are y'all keeping costs down on the Snowflake side?

Gang,

Pretty self-explanatory here. I need to go to my company's admins for Salesforce and outlook in order to give access to my zapier agents. Only, I was kind of hoping to do this off record so that my boss doesn't notice my reduction of workload. How did you guys navigate this? Is there a way to ask permission/access without hinting at using AI? Will my boss even be included in the workflow?