Connect Automizy with the apps you like and already use: introducing Zapier integration.

Zapier helps you connect different apps easily without the need of programming. There are lots of use cases where it comes handy, e.g. you can connect Automizy with:

  • CRM systems (like Pipedrive, HubspotCRM, Zoho CRM and more)
  • Forms&Surveys (Gravity forms, Ninjaform, SumoMe, etc.)
  • Webinar tools (such as GoToWebinar)
  • Chat software (e.g. LiveChat, Slack)
  • Email Marketing tools (Mailchimp)
  • Video Marketing software (Wistia)
  • Event Management tools (Eventbrite)

But there are lots of other exciting ways to use Zapier with.

Getting Started Guide: Create your first Zap to/from Automizy

Zapier requires you to build a 2 or more step “Zap”. Zaps are the workflows, which have a:

  1. Trigger (the app that sends data to Zapier)
  2. Action (the app that receives data from Zapier)

If you would like to send data from Automizy to another app, follow the steps below:

    1. Click this invitation link
    2. Log in to your Zapier account from there (or create a new one)

      Zapier invitation

  2. Choose Automizy as a trigger

    Choose triggerPossible Automizy triggers:
    – Tag Added To Contact: The Zap is triggered when a Contact in Automizy gets a specific Contact Tag
    – Contact Updated or Created: It triggers the Zap when a new contact is created or an existing one is updated in Automizy
    – Contact Updated: The Zap starts when a contact in Automizy database is updated
    – New Contact Created: It triggers when a completely new contact is created in Automizy.

  3. Select the Application that receives the data and setup actions.

If you would like to send data to Automizy from another app, follow the steps below:

    1. Click this invitation link
    2. Log in to your Zapier account from there (or create a new one)
    3. Change Automizy trigger to the app you want to send information from
    4. Search for Automizy in the action section and pick it

      Searching Automizy as action

    5. Setup actions
      Possible Automizy actions:
      – Remove or add TAG from/to contact: Delete or add Contact Tags from/to contacts in Automizy
      – Create or Update contacts: Create a completely new contact in Automizy or update an existing one
      – Delete Contact: Delete a contact from Automizy
      – Unsubscribe contact: Change a contact’s status to Unsubscribed in Automizy
      – Find contact: Find an existing contact in Automizy