This is done by creating Zaps- each of which consist of a trigger and action.
Zapier integrations can be set up by account owners and team members with relevant permissions. In addition, staff members with the relevant permissions can take actions. Staff members who do not have the relevant permissions will not be able to view the Zap action or trigger banner.
Note
Zapier is only available at the account level. Individual sites cannot connect to different Zapier accounts.
Following is a table with the available Zaps:
Zap | Action or Trigger | Permission | Plan |
New form response | Trigger | - | Team or higher |
Published blog post | Trigger | Blog | Team or higher |
New or updated third party store order | Trigger | Store | Team or higher |
New native store order | Trigger | - | Team or higher |
Create or update product in native store | Action | - | Team or higher |
New or updated site comment | Trigger | Site comments | Team or higher |
New, updated, or deleted member | Trigger | - | Team or higher |
Add collection row | Action | - | Agency or higher |
Update content library | Action | Content library | Custom |
Create site | Action | Create sites | Custom |
Create a Zap
We offer Zap templates for you to use. To access the templates, open your Dashboard and click Business Tools in the top navigation menu, then select Zapier. To see a list of common zap templates, see Book Like A Boss Integrations.
To create Zaps:
Sign up or login to your Zapier account.
Under App Event, search for Book Like A Boss.
Under Trigger Event, choose an event.
Click Continue.
Select your Book Like A Boss account, and follow the instructions to log in.
Click Test trigger, and then click Continue.
Under App Event, search for the app you want to perform an action when the event is triggered (for example, Slack).
Follow instructions to connect the app and set up the action, and then click Test & Continue.
Click Turn Zap On.
For more help creating Zaps, visit the Zapier help center.
Change Shared Zaps to Another User
You can change ownership of a shared Zap to another user, as long as they are also a member of the same Zap Team account and have the relevant permissions. To learn how, see Change shared Zaps to another user.