Zapier Troubleshooting

Authentication Errors

Invalid API Key

Symptom: Zapier shows "Invalid API Key" or "Authentication failed" when connecting.

Solutions:

1. Verify you copied the full key (must start with ctza_)
2. Generate a new key at Configuración → Integraciones → Claves API
3. Make sure there are no spaces before or after the key
4. If you regenerated the key, update the connection in Zapier: go to My Apps → Cotizera → Reconnect

Expired Key

Symptom: A working Zap stops running with an authentication error.

Solutions:

1. Go to Configuración → Integraciones → Claves API and check your key's status
2. If expired, generate a new one and reconnect in Zapier
3. Consider creating keys without an expiration date for long-running integrations

Insufficient Permissions

Symptom: "Forbidden" or "Insufficient permissions" error on specific actions.

Solutions:

1. Verify your API key has the required permissions (read, write)
2. Only users with the OWNER role can generate API keys with full permissions
3. COLLABORATOR users have limited access — contact your account administrator

Trigger Not Firing

Basic Checks

1. Is the Zap turned on? — Verify the Zap toggle is ON (green)
2. Did the event occur after activating the Zap? — Zaps don't capture events that happened before activation
3. Is the event type correct? — If you configured "Quote Status Changed" but created a new quote, the trigger won't fire

Trigger Can't Find Sample Data

Symptom: When setting up the trigger, Zapier says "We couldn't find any samples".

Solutions:

1. Create a test record in Cotizera (a quote, client, or product depending on the trigger)
2. Click "Find new records" in Zapier
3. If it still doesn't work, verify your API key has read permissions

Execution Delay

Symptom: The Zap runs but with a delay.

Explanation: Zapier checks triggers every 1-15 minutes depending on your plan:

• Free plan: every 15 minutes
• Starter: every 15 minutes
• Professional: every 2 minutes
• Team/Company: every 1 minute

Action Errors

Missing Required Fields

Symptom: "Missing required field" error when running an action.

Solutions:

1. Review the required fields table in the integration guide
2. For Create Quote, you need clientId and items — use the "Find Client" search to get the ID
3. For Create Client, you need name and email
4. For Create Product, you need name and price

Invalid Client or Product ID

Symptom: "Client not found" or "Product not found" error.

Solutions:

1. Use Cotizera searches ("Find Client", "Find Product") in a previous step to get valid IDs
2. Don't use IDs from other tools (like HubSpot) — Cotizera IDs are internal
3. Verify the client/product hasn't been deleted

Rate Limiting

Symptom: Error 429 "Too Many Requests".

Explanation: Cotizera allows 30 requests per minute per API key.

Solutions:

1. If you have high-volume Zaps, space out executions using Delay by Zapier
2. Use a different API key for each high-traffic Zap
3. Contact support if you need a higher limit

Common Error Codes

Debugging Steps

1. Check Zapier Task History

1. Go to zapier.com/app/history
2. Find the failed execution
3. Click to see each step's details
4. The failed step will show the error message and data sent

2. Check Cotizera Activity Log

1. Go to Configuración → Actividad in Cotizera
2. Filter by "API" to see API requests
3. Look for errors around the time of the Zap failure
4. The log shows the endpoint, method, response code, and error details

3. Verify API Key Permissions

1. Go to Configuración → Integraciones → Claves API
2. Verify the key used in Zapier is active
3. Check assigned permissions (read, write, admin)

4. Test the API Directly

If the issue persists, test the Cotizera API directly with cURL:

# Verify authentication
curl -H "Authorization: Bearer ctza_your_key_here" \
  https://cotizera.com/api/v1/quotes
 
# Create a test client
curl -X POST https://cotizera.com/api/v1/clients \
  -H "Authorization: Bearer ctza_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{"name": "Test Client", "email": "test@example.com"}'

If the API responds correctly but Zapier fails, the issue is in the Zap configuration.

5. Reconnect the Account

If nothing works, disconnect and reconnect your Cotizera account in Zapier:

1. Go to zapier.com/app/connections
2. Find "Cotizera"
3. Click "Reconnect"
4. Enter your updated API key

Getting Help

If the issue persists after following this guide:

• Email: soporte@cotizera.com
• Documentation: See the Zapier Integration and Webhooks guides
• Zapier Support: For Zapier-specific issues, contact support.zapier.com