When you create a Zap, you should test each step of your Zap, including your trigger and all action steps. When you test a step:
- Zapier will create a test record in the Zap.
- You can ensure the step is set up correctly by reviewing the data in your test record:
- Within the editor.
- Within the app you used in that step.
- You can send the data from your test record to any subsequent step by mapping fields.
Learn more about setting up your trigger and action.
Test a trigger step
- In your trigger step, click the Test tab.
- Click Test trigger. Zapier will retrieve data from your trigger app and display it as a test record.
- Select a test record.
- (Optional) Change your test record if you need a different record, or want to modify a test record.
- Click Continue with selected record.
Re-test a trigger step
If there are issues testing your trigger, Zapier will show an error message in the Test tab. Zapier may also prompt you to re-test your trigger if you update it or change the connected app account.
- Fix any errors in previous sections of the trigger step.
- Click the Test tab.
- Click Find new records to retrieve new trigger data.
- Select a test record.
- (Optional) Change your test record if you need a different record, or want to modify a test record.
- Click Continue with selected record.
Learn how to troubleshoot your trigger if your trigger test fails or Zapier cannot find a trigger event.
Test an action step
- In your action step, click the Test tab.
- Click Test step.
- Click Continue.
Re-test an action step
If there are issues testing your action, Zapier will show an error message in the Test tab of the action. Zapier may also prompt you to re-test a step if you update it or change the connected app account.
- Fix any errors in previous sections of the action step.
- Click the Test tab.
- Click Retest step.
- Click Continue.
The Zap Status section of the left sidebar will display any steps that should be re-tested at the top of the Steps section in Zap Status. For all steps that should be re-tested, you will see a card below the step with the message "Please test this step." You can click Skip test or Test step beneath each step displayed in the Zap Status.
You can re-test a step at any time.
When you edit a step:
- If you change a required field, the step test is reset.
- You should re-test the step to ensure there are no errors.
- If you change an optional field, the step test result is retained.
- You do not need to re-test the step, but you can if you want to test the changed field.
Test all steps
The Zap Status section of the left sidebar will display any steps that should be tested at the top of the Steps section in Zap Status. To test or skip testing of all steps, you can click:
- Skip tests to clear the notification without re-testing.
-
Test steps to re-test all steps.
- Zapier will test all steps one at a time.
- The step that Zapier is currently testing will display a “Testing in progress” notification.
- Upcoming steps will display a “Test in queue” notification.
- Once testing begins, you can click Stop to prevent the next steps from testing.
- Zapier will complete any tests that are in progress.
- Zapier will remove any steps in queue from testing and the card will display the message “Please test this step” again.
You can re-test a step at any time.
When you edit a step:
- If you change a required field, the step test is reset.
- You should re-test the step to ensure there are no errors.
- If you change an optional field, the step test result is retained.
- You do not need to re-test the step, but you can if you want to test the changed field.