Before Getting Started
Are you familiar with Zapier? Click on their Getting Started Guide to familiarize yourself.
Note:
Only the account owner can set up the Zapier integration.
- Sign into your Zapier account.
- Make sure you have the latest version of Zap.
- Make sure you check the timing of your Zap setup versus the user history you are searching for.
- Check the task history section.
- Look for "Instance of Zap history of missing user".
- Check to see if it says "Error or Success".
- If it says "Error", take screenshots of the "Data In and Data Out" and email it to: success@greetly.com.
Resetting Zapier
Are you having issues with Zapier? A reset just might help.
You can follow these quick steps on how to reset Zapier.
Step 1:
This Zap need to be re-associated with the new check-in which was created in your Zap Trigger initial part of the Zap.
Step 2:
Select a different location from the drop down menu, and then select the original location.
This simple step should reset your Zapier so you can reconnect with Greetly.
Still having issues? Email us at, success@greetly.com.