Zapier Integration

Overview

Zapier is a data interchange service that allows you to automate tasks, called "Zaps", between Eventene and thousands of other apps that also support Zapier. The following list illustrates a few common tasks for automation.

• Synchronize contact lists between a CRM (e.g. Salesforce, Hubspot) and Eventene groups
• Send an email or Slack message whenever a new contact is added or modified in Eventene
• Add or update a contact in Eventene whenever a contact changes in MailChimp

How Zaps work in Zapier

Zaps consist of Triggers and Actions. Your Zap will listen for "trigger" events, e.g. a new contact was created, or an existing one was updated. Once a trigger even occurs, your Zap will activate any "Actions" you have configured to transform or take action within another application.  

Adding a Zapier account

In order to automate steps with Zapier, your organization must first create a Zapier account, or use an existing one. Visit https://zapier.com/ to sign up for an account. Zapier provides a variety of account options, including free accounts for limited automation. 

Connecting your Zapier account

Once your organization has a Zapier account, ask the Owner of your Eventene account to connect it on the Account / Integrations page of in the backend Eventene web app. Note that connecting Zapier requires an active organizer account in Eventene with a Pro or higher paid plan. Zapier integration is not available in Standard plans.

Configuring a Trigger in Eventene

New/Updated Contact

• Triggers when a contact is added or updated in a main Group within Eventene
• Updates include changes to any basic details (default) fields or customer fields.
• The organizer will be required to select the main Group on which Zapier will monitor for contact updates

New/Updated Group

• Triggers when a group is added or updated within an Eventene organizer account
• Updates include changes to any of the following:
  • Group Name
  • Name for People
  • Description
  • Number of Contacts
  • Field Layout - changes to custom fields or field sets
  • Group Settings

Configuring an Action in Eventene

CREATE

Add/Update Contact

• Add a new contact or update one by entering a valid ID value in the ID field
• Often, this action is preceded in the Zap by a "Find Contact" step to search for a specific Contact to update
• The organizer will be required to select the main Group with which Zapier will update the selected contact
• The Action step allows the organizer to create or update the selected Contact with typed data or field data from a selected Contact in a Search step.
• Zapier will require certain fields to be filled in, e.g. Email, First Name, and Last Name, whereas other customer fields can be left blank.

SEARCH

Find Contact

• Finds a contact given a lookup field and value. Optionally, create a contact if none are found.
• The organizer will be required to select the main Group within which Zapier will search for contacts
• Once a Group is selected, the organizer will need to select which field within that Group to search (the "Lookup Field"), followed by the specific value to search for within the selected field (the "Lookup Value").
• The organizer can choose whether to return a success or failure if a contact is not found.
• The organizer can also elect to create a new contact from the search criteria, if that contact is not found.

Find Group

• Finds and returns a specific group by name
• The organizer will be required to enter a name of the Group based upon one or more field criteria.
• The organizer can choose whether to return a success or failure if a group is not found.