Introduction to Zapier
Zapier is a powerful automation platform that connects your favourite apps and services, allowing them to work together without requiring any coding knowledge. It acts as a bridge between different applications, enabling the automatic transfer of data and triggering of actions when certain events occur.
How Zapier Works
Zapier operates through what it calls "Zaps" - automated workflows that connect your apps and services. Each Zap consists of a trigger (an event in one app) and one or more actions (something that happens automatically in another app). For example, when a new customer signs up on your platform (trigger), you could automatically add them to your email marketing list and create a task in your project management tool (actions).
Benefits of Connecting Eventrac with Zapier
Integrating our SaaS platform with Zapier offers several advantages:
Expanded Integration Ecosystem: Connect our platform with 5,000+ apps without waiting for native integrations
Workflow Automation: Save time by automating repetitive tasks
Data Synchronisation: Keep information consistent across all your business tools
Customisable Processes: Create workflows tailored to your specific business needs
Reduced Manual Work: Minimise human error and free up your team for higher-value tasks
By connecting our platform to Zapier, you'll be able to seamlessly incorporate our tools into your existing business processes and technology stack, maximising efficiency and productivity.
Accessing The Zapier Integration
Click the "Integrations" icon in the top right of your dashboard
How to connect Zapier to eventrac
We suggest following our video guide below to see how you can connect and configure Zapier
Types of Triggers
Trigger | Description |
Participant | Triggers when a participant enters an event. It can also be configured to re-trigger if a participant moves to another race, edits their booking or their booking is canceled |
Order | Triggers when an order is placed. |
Donation | Triggers when a donation is made. |
Membership | Triggers when a new member joins or renews on a given membership category |
Trigger Configuration Options
Trigger Type: Participant
1. Opted into Communications:
The opt-in consent a participant gives when entering
Options:
Only those who are opted-in - Participants must opt into communications for this zap to trigger
All participants - Participants do not need to opt into communications for this zap to trigger
2. Event:
The event that a participant enters. Select one or more events for this zap to trigger. If none are selected, all events will be included in this zap
3. Participant Status:
The status(es) of the participant that should be considered when deciding if this zap should be triggered. If none are selected, any status will be considered
Options:
Complete - A participant has completed a booking
Waiting List - Joined - A participant has joined the waiting list
Waiting List - Invited - A participant has been invited from the waiting list
Removed - A participant has been removed from a race
Moved - A participant has moved to a new race
4. Re-trigger on update:
If this zap should be triggered when the participant details change i.e. if a participant updates their details or an admin moves them to a different race without requesting they pay a balance
Trigger Type: Order
1. Product:
The product that has been purchased. Select one or more products for this zap to trigger. If none are selected, all products will be included in this zap
2. Order Status:
The status(es) of the order that should be considered when deciding if this zap should be triggered. If none are selected, any status will be considered
Options:
Complete - A order has been purchased
Processed - An admin has marked the order as processed
Trigger Type: Donation
1. Charity:
The charity that has been donated to. Select one or more charities for this zap to trigger. If none are selected, all charities will be included in this zap
Trigger Type: Member
1. Membership Categories:
The membership category that a member has joined. Select one or more membership categories for this zap to trigger. If none are selected, all membership categories will be included in this zap
2. Groups:
The group(s) that a member has been added to. Select one or more groups categories for this zap to trigger. If none are selected this filter will not check if a member is in a given group
3. Renewing Type:
If this zap should only be triggered when a member first joins or on subsequent renewals
Options:
New Member: Only triggered for new members
Renewing Member: Only triggered on a renewal
Both: Triggered on both a new member and renewals