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      How do I switch to The Ambassador Platform 2.0 in Zapier?

      Step-by-step instructions for existing clients who use Zapier to integrate with TAP.

      Step 1: Identify Your Existing Zaps 

      1. Log in to your Zapier account 
      2. Go to Zaps in the left sidebar 
      3. Search or filter for any Zaps using "The Ambassador Platform" or "TAP" 
      4. Make a note of what each Zap does (e.g., "New conversation → Add to HubSpot") 

      Step 2: Create New Zaps with The Ambassador Platform 2.0 

      1. Click + Create → New Zap 
      2. In the trigger search box, type "The Ambassador Platform 2.0" 
      3. Select The Ambassador Platform 2.0 from the app list (ensure it shows version 2.0) 
      4. Choose your trigger event (e.g., "New Conversation", "New Message", Prospect Created or Updated) 
      5. Click Continue 

      Step 3: Connect Your TAP Account 

      1. Click Sign in when prompted 
      2. You'll be asked for your API Key — you can find this in your TAP Dashboard under:  
      3. Settings → Integrations → API Access 
      4. Paste your API key and click Yes, Continue 
      5. Select your organisation/account if prompted 

      Step 4: Configure Your Trigger 

      1. Choose any required fields (e.g., specific widget or conversation type) 
      2. Click Continue 
      3. Test your trigger to ensure data is flowing correctly 

      Step 5: Reconnect Your Action Steps 

      1. Add your existing action app (e.g., HubSpot, Salesforce, Google Sheets) 
      2. Map the fields from The Ambassador Platform 2.0 to your destination  
      3. Note: Field names may differ slightly from the legacy version — check the available fields carefully 
      4. Test the complete Zap 

      Step 6: Turn On Your New Zap & Disable the Old One 

      1. Once tested successfully, toggle your new Zap ON 
      2. Go to your old Zap and toggle it OFF (or delete it) 
      3. Monitor for a few days to ensure everything works as expected 

      Prefer a Direct Integration? 

      If you'd rather integrate directly with our API instead of using Zapier, our full API 2.0 documentation is available here: 

      https://public-api.theambassadorplatform.com/docs 

      This gives you complete flexibility to build a custom integration tailored to your systems. 

      Need Help? 

      We're here to support you through this transition. 

      • Email Support: Reach out to your Customer Success Manager or contact support@theambassadorplatform.com 
      • Live Assistance: If you have a complex integration or need hands-on help, let us know and we can schedule a call 

      FAQs 

      Q: Why is this happening?
      A: With our Chat 2.0 migration, we're consolidating on our modern API (version 2.0 and above). Legacy API versions are being retired, which means older integrations will no longer receive data. 

      Q: Will I lose any historical data?
      A: No. Your existing conversation data remains safe in TAP. This change only affects how new data flows to your connected apps going forward. 

      Q: Can I keep my old Zaps running while I set up new ones?
      A: You can build and test new Zaps before turning off the old ones, but the old integration will stop working once the legacy API is retired - so we recommend making the switch promptly. ETA that starting from Monday Dec 8 the API will stop working.  

      Q: What if I can't find "The Ambassador Platform 2.0" in Zapier?
      A: Make sure you're searching for the exact name. If you still can't find it, contact us and we'll help you get access. 

      Q: Do I need a new API key?
      A: Your existing API key should work with the 2.0 app. If you experience authentication issues, you can generate a new key from Settings → Integrations → API Access in your TAP Dashboard.