PocketSuite Spotlight #14 - Zapier

PocketSuite's Zapier integration connects your account to your other business tools, but a Zap marked "Published" isn't always running. This Spotlight video shows you how to set up the connection and confirm it's working.

Watch the video

Video link: https://vimeo.com/1245143394

What you'll learn

  • Set up the connection on a laptop, desktop, or tablet. It doesn't work on a phone.
  • Create a Zap, search for PocketSuite, tap Connect, and authorize your account.
  • Open the three dots next to your account and run Test connection.
  • Open Zap History, the clock icon on your Zap, to find Held runs. Held runs are almost always caused by your Zapier plan's task limit.
  • Run a real test with a throwaway Google Sheet to confirm a row lands.

Quick reference: Is Your Zap Actually Firing?

Six-step checklist for confirming a Zap is running.

"Published" doesn't mean "working." Check before you trust it:

  • Check Zap History first. Use the clock icon on the Zap. Don't trust the on/off toggle alone.
  • Held run? Check your task limit. It's almost always a Zapier plan limit, not a PocketSuite error.
  • Re-test the connection. Go to App connections, open the three dots, and choose Test connection. Re-authorize if it expired.
  • Confirm field mapping. Every Action needs a phone number or email address mapped, or it fails silently.
  • Test with a throwaway sheet. Confirm a real row lands before you trust the Zap with live data.
  • Migrating a large batch of data? Skip Zapier and contact PocketSuite Support for a proper bulk import.

A quiet Zap isn't a working Zap. Check, don't assume.

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