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What's new: AI-powered troubleshooting for Zap drafts

Plus: Conditional error handling, send Chatbots transcripts in Zaps, and more

By Krystina Martinez · June 25, 2024
Hero with three new Zapier features: AI troubleshooting in draft Zaps, conditional error handling, and Chatbots transcripts.

Automation makes you feel unstoppable. We want you to continue feeling unstoppable, which is why we're tackling those roadblocks that get in your way. 

From expanded Zap troubleshooting tools to highly-requested Chatbots and Canvas features, here are the latest Zapier product updates this month:

Jump ahead

  • Troubleshoot draft Zaps with AI

  • Try conditional error handling

  • Restrict actions by users or teams

  • Send transcripts from Chatbots

  • Get enhanced diagramming in Canvas

Troubleshoot draft Zaps with AI

We brought AI-powered troubleshooting to the Zap editor—and now you can use it to troubleshoot draft Zaps! 

If you hit an error when testing Zaps or you're troubleshooting a failed Zap run, AI will provide the full context of the issue and generate step-by-step guidance to help you solve the problem faster. 

Hit an issue when creating or editing a Zap? When testing a step, click the new Troubleshoot (beta) tab. It will take a few seconds to examine the error, check our help docs and other sources, and generate step-by-step instructions tailored to your issue. 

How to use it in the Zap run view:

  1. Open the Zap runs view from the left sidebar in the Zap editor. 

  2. Click on a Zap run with an Errored status. 

  3. On the errored step, click the Troubleshoot tab to get AI-generated guidance.

  4. Test your fixes by replaying the errored step or the full Zap run.

Ready to fix Zap errors faster? Start troubleshooting with AI

Try conditional error handling

We recently introduced custom error handling so you can control how your Zaps respond to errors. Now, you can use conditional error handling to respond to specific, business-breaking errors proactively. 

Here's how it works: Whenever you add an error handler to your Zap, you can filter on specific error messages, as you would any mapped field. 

For example, you could escalate errors on a specific step if the error message contains a rate limit so your team can adjust the Zap.

You can prioritize your troubleshooting energies on the most critical errors, automate actions for lower-priority issues, and get back to business faster.

Ready to create more resilient Zaps? Try conditional error handling now.

Note: Any Zaps with an error handler will not autoreplay when an error occurs. Learn more about affected features in our help doc.

Restrict actions for users or teams

Zapier Enterprise plans allow you to limit the teams and users that can use certain app actions in Zaps.

Earlier this year, we introduced restricted actions (currently in beta) for Enterprise plans, which allows account admins to specify the apps and actions your team can use in Zaps. 

Now, you can restrict actions to specific users or teams to keep critical business data secure while allowing everyone to automate what they need. 

For example, various teams may need access to your project management tool, but you want to limit admin-related actions to managers, such as adding new users. With restricted actions, you can easily grant the appropriate permissions.

Learn more about restricted actions in our help doc.

Ready to scale automation securely? Talk to our sales team about Zapier Enterprise.

Send transcripts from Chatbots

Our top-requested feature for Chatbots is here: Conversation transcripts! 

Available on all Chatbots plans, now you can use Zaps to send the full transcripts to your favorite apps. Get insights from chatbot interactions, such as what your leads are interested in or common support questions. 

Here's how it works: 

  1. In the Chatbot editor, go to the Actions tab and select the Run Zap action.

  2. Set the condition to trigger at the end of a chatbot conversation. 

  3. Click Create Zap

  4. Once you're in the editor, finish creating your Zap and publish it. 

Ready to scale insights from your chatbot? Send transcripts to your Zaps now.

In case you missed it: Now you can use keywords to collect lead info at the appropriate moment and add new fields to collect more relevant data. Learn more about using lead collection in our help doc.

Get enhanced diagramming features in Canvas

When trying to automate complex processes and share your plans for taming the chaos, you want to avoid getting lost in a maze of diagrams. 

Now, there are new diagramming features in Canvas to help you keep your plans in order:

  • Add rich text for extra context: You can add links, checklists, colors, and other rich-text formatting to your diagrams. Turn any canvas into living documentation about a process. 

  • Group steps to segment larger processes: Add labeled sections to clearly see how your processes work together. For example, you might group Zaps and Zap systems that manage internal work requests. 

  • Major improvements to the connector tool: Now it's easier to connect multiple steps, change the direction your steps should flow, and finally, straight lines! We also added guides to help you line up items on your canvas.

Ready to tame messy processes with automation? Try Canvas now.

Tip: New to Canvas? Explore our feature guide to get started.

Unstoppable automation with every update

We constantly add new features and updates to make automation work for you. Check out our Product Updates page for the latest release notes. 

Want to keep up with the latest updates from Zapier? Subscribe to our monthly product newsletter right from your account settings.  

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'