What is "Zapier"?
Zapier is an "intermediate" application aimed to connect several applications together and create automations.
As you can see Zapier works as a kind of "pipe" that connects applications to each other and sends information from one application to the others.
How does it work?
A little glossary:
Zapier is the "link" that connects hundreds of applications.
Zaps are automations that connect applications to each other so that they interact with each other.
A "trigger" is an "event". It defines the event required to launch an automation. (example: receiving an email, subscribing to a newsletter, filling in a questionnaire etc.)
An "action" is the outcome that completes the zap. It is what happens once the "trigger" is triggered. (Example: Send email attachments to a dropbox) These actions are done automatically so you can concentrate on essential tasks.
How to use?
Simply head over to your Space Settings > Connect & API > Use Zapier > and then search for the app you would like to connect.
Once you have selected, one or more options will show up for you, this is an example of what it will look like if you have selected Typeform:
You can select the option that best suits you, and you will be taken to another screen and given instructions.
Available Triggers on Zapier:
1) Contact creation from any source (mobile app, petition, form, manually on web app).
You can limit the trigger to the following:
Contact creation ONLY from a petition.
Contact creation ONLY from an online form.
Contact creation ONLY from the mobile application.
2) Contact updates from any source (fieldwork, petition, form, manual addition).
You can limit the trigger to the following:
Contact update ONLY from a petition.
Contact update ONLY from an online form.
3) Contact consent updates (Privacy Laws & GDPR).
4) Wrong address declaration
(You can declare that a contact no longer resides at the provided address during a canvassing action on Qomon.)
Available Actions on Zapier
1) Contact update or creation
If the contact's email address already exists in your database, new information will be added. If the email address does not exist or is not provided, a new contact will be created.
2) Adding an interaction to a contact
Adding a note, for example.
What data can be used with Zapier?
You can use all fields present in the contact card including custom fields
All answers to your survey (single choice, multiple choice, or open-ended response fields).
Level of support. How to configure my support levels.
Tasks. How to configure my tasks.
💡Some Examples:
From an application to ➡️ Qomon
I have a website and Qomon
I want people who interact on the site (sign up for the newsletter, send a message, answer a questionnaire etc) to be recorded in my Qomon contact database.
I have a public email address and Qomon
I want people who send an email to this address to be registered in my Qomon contact database.
I have professional social networks (Linked In, Facebook, twitter ..) and Qomon
I want new followers, friend requests, etc...to be recorded in my Qomon contact base.
From Qomon to ➡️ another application
have Google Calendar and Qomon:
I would like an event to be created in my google calendar when an action is created in Qomon.
I have Google sheet and Qomon:
When a contact is created in Qomon (during a mobilization action for example) I want the contact to also be added to a folder in Google Sheets.
I have Mailchimp, Sarbacane, Mailjet, etc... and Qomon :
When a contact is created on Qomon (during a mobilization action for example) I want the contact to also be added to the audience of my newsletter.
And many other uses are possible!
Need help, contact our support team!