If you are experiencing issues with Zapier, this article aims to provide common troubleshooting tips to help you resolve problems with your Zapier integrations and get your Zaps back on track.
TABLE OF CONTENTS
- What to Provide to AFrame Support
- Files Not Found or Missing Files
- 'Primary Agent' or 'Assistant / TC 1' Is Not Setting Correctly
What to Provide to AFrame Support
Files Not Found or Missing Files
If you are not receiving the uploaded files from your intake form, most likely it is because the files are stored privately by your form intake application. In other words, AFrame can't reach them because we don't have your username/password. That said, most form applications allow you to change a setting where the files uploaded by the person filling out the form are accessible to AFrame.
Jotforms
- Make sure you uncheck Require log-in to view uploaded files
- You can check the settings here: https://www.jotform.com/myaccount/security
Google Forms
- Find the Folder that will be used for file attachment uploads
- In Google Drive, locate the folder where your form files are stored and choose the Share menu option.
- Change access to Anyone With The Link.
'Primary Agent' or 'Assistant / TC 1' Is Not Setting Correctly
When creating a new Transaction using Zapier, you are able to assign the Primary Agent and/or TC / Assistant 1. However, in order for this to work correctly, you will need to set the Zapier fields: Primary Agent Name and/or Primary Agent Email with your form data. The email -or- first & last name must match exactly to an "Agent" Team Member in your AFrame account. Providing both the email and first & last name details will significantly improve the accuracy of the matching process.
Checkout our Zapier Integration article for more information on how to set up your forms with your Zapier account.