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Zapier Integrations

Zapier allows you to connect to the different services on Zapier to create automated events. For example, you can send a Slack message when a new comment is added to a site or update Salesforce when a form is submitted on a site.

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Written by Justin
Updated today

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:

  1. Sign up or login to your Zapier account.

  2. Under App Event, search for Book Like A Boss.

  3. Under Trigger Event, choose an event.

  4. Click Continue.

  5. Select your Book Like A Boss account, and follow the instructions to log in.

  6. Click Test trigger, and then click Continue.

  7. Under App Event, search for the app you want to perform an action when the event is triggered (for example, Slack).

  8. Follow instructions to connect the app and set up the action, and then click Test & Continue.

  9. 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.

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