Zapier

About Zapier

Connect the apps you use everyday to automate your work and be more productive. 1000+ apps and easy integrations - get started in minutes. Zapier is an integrations tool that lets you connect many hundreds of cloud apps and other services to share data across tools or trigger actions between one tool and another. The workflow for building zaps is simple. You choose a trigger, like receiving an email in Gmail, then choose an action.

  • No-code setup: customers connect Tribe to Zapier themselves, in minutes, with no developer required.

  • Two-way automation: Tribe can send data out (Triggers) or receive data in (Actions) from over 6,000 apps.

  • Duplicate protection: the Search step lets customers check whether a record already exists before creating a new one.

  • Broad entity coverage: leads, organisations, persons, contacts, activities and invoices are all supported, along with their key related fields.

Zapier features

Zapier gives you three building blocks to create your own automations, known as Zaps. A Zap is simply a sequence of steps, where the first step is a Trigger (something happening in one app) and the following steps are Actions or Searches (what should happen as a result).

  • Triggers: react to a record being created or updated in Tribe, then send that information to another app.
  • Actions: create or update a record in Tribe based on activity in another app.
  • Searches: look up an existing Tribe record before an action runs, so you can check whether it already exists rather than creating a duplicate.

Zapier screenshots

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