What is Zapier?
Zapier is an integration tool that connects multiple applications and automates workflows between them. Think of it as a "bridge" that enables apps to share data and work together seamlessly.
How to use Zapier with Qomon
Go to Space Settings > Integrations & API > Zapier.
Select 'Explore Automations' and search for the app you want to connect with Qomon:
Select the best option for your needs.
Follow the provided instructions to set up your integration.
Select 'My Zaps' to manage and view your existing zaps.
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.
Available Triggers on Zapier
Contact creation from any source (e.g., mobile app, petition, form, manual entry).
You can limit this trigger to ONLY the specific sources: petitions, online forms, and the mobile application.
Contact updates from any source (e.g., fieldwork, petition, form, manual updates).
You can limit this trigger to ONLY the specific sources: petitions and online forms.
Contact consent updates (to comply with privacy laws like GDPR).
Wrong address declaration: Triggered when marking a contact's address as invalid during canvassing.
Available Actions on Zapier
Contact update or creation:
If the email address exists, the contact will be updated.
If the email address does not exist, a new contact will be created.
Adding an interaction to a contact:
For example, adding a note to a contact's record.
What data can be used with Zapier?
All fields in the contact card, including custom fields
Survey responses (e.g., single-choice, multiple-choice, open-ended)
💡 Examples of Zapier Automations
From another app ➡️ Qomon
Website and Qomon: Automatically record people who sign up for newsletters, send messages, or fill out forms on your website in your Qomon contact database.
Email and Qomon: Add people who email a specific address to your Qomon contact database.
Social Media and Qomon: Record new followers, friend requests, or interactions from LinkedIn, Facebook, or Twitter in Qomon.
From Qomon ➡️ Another app
Google Calendar and Qomon: Create a Google Calendar event when an action is created in Qomon.
Google Sheets and Qomon: Automatically add new Qomon contacts (e.g., from a mobilization action) to a Google Sheets folder.
Mailchimp and Qomon: Add new Qomon contacts to your email marketing audience in Mailchimp, Sarbacane, Mailjet, etc.
And many more possibilities!
Need help?
If you need assistance, feel free to contact our support team!