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    Integrating with Zapier

     

     

    About Zapier

    Zapier is a web service that makes it easy to connect applications like ONTRAPORT and ONTRApages Premium to the other apps you use to get your work done. A Zapier integration is called a "Zap." Zaps are quick and easy to set up and don't require any programming knowledge.

    With an ONTRAPORT account and Zapier you can create Zaps (integrations) that do things like:

    • Add Contacts to ONTRAPORT when a new contact is added to another program such as Google Contacts, Basecamp, Stripe or Quickbooks (and hundreds of others)
    • Add Tags or Sequences to new or existing ONTRAPORT Contacts
    • Kick off workflows in other apps when a Contact fills out a Smart Form, ONTRAform or Smart Form block on an ONTRApage
    • Pass details of new ONTRAPORT Contacts to other apps
    • Use a Webhook to update another application when anything happens in ONTRAPORT; an update to a Contact Record field, a purchase is made, etc.

    With an ONTRApages premium account and Zapier you can create Zaps (integrations) such as:

    • Add contact information from ONTRApages smart form fillouts to autoresponders such as Mailchimp, aWeber or Active Campaign.
    • Add contact information from ONTRApages Premium smart form fillouts to another program such as Google Contacts, Basecamp, Stripe or Quickbooks (and hundreds of others)
    • Kick off workflows in other apps when a Contact fills out an ONTRAform or Smart Form block on an ONTRApage
    Prerequisites
    • An ONTRAPORT or ONTRApages Premium account
    • A Zapier account
    • API enabled (ONTRAPORT customers only)
    Configure Zapier for ONTRAPORT

    Zapier requires only an API Key and APP ID from ONTRAPORT or ONTRApages Premium to connect with hundreds of programs. Here's how to obtain an API Key and APP ID:

    ONTRAPORT:

    1. Click your email address at the top right and select Administration. Click the ONTRAPORT API Instructions and Key Manager link



    2. Create a new key and set all permissions. Click Save



    3. Copy the App ID and API Key for use in Zapier



    4. If you cannot create the API Key and APP ID, fill out the form to obtain permission. See the API in ONTRAPORT article for more information.

    Configure Zapier for ONTRApages Premium Accounts

    Zapier requires only an API Key and APP ID from ONTRApages Premium to connect with hundreds of programs. Here's how to obtain an API Key and APP ID in ONTRApages premium accounts.

    1. Click your profile icon at the top right and select My Account Information.

    2. Locate the Wordpress Plug-In & Zapier Credentials section. Copy the App ID and API Key for use in Zapier.



    3. See the section titled "Using a Zap when a Form is Filled Out" to add contacts to another program such as an autoresponder.
    How ONTRApages and ONTRAPORT Trigger Zaps

    After it is configured, Zapier will "listen" to your ONTRAPORT or ONTRApages account and can fire a Zap whenever the following actions take place:

    • New Contact - a new contact is added to your ONTRAPORT Contacts database
    • New Form Submission - one of your contacts fills out an ONTRAPORT form (see the section below for more details)
    • Send a Webhook - Zapier will listen for your ONTRAPORT webhook and spring into action when you send it (ONTRAPORT accounts only). For more details, see the section below titled using webhooks to trigger a zap.

    The first two Zapier Triggers wait for a Contact to be added or a form to be filled out. You configure these as the ONTRAPORT Trigger at the beginning of a Zap:

    Zapier Triggers that ONTRAPORT can activate, when a contact is added or when a contact fills out a form

    Sending a webhook to Zapier can be initiated on demand, and acts as the Trigger App for the Zap. This allows you to automate triggering the Zap using any of the tools within ONTRAPORT - a Campaign, legacy Sequences or global Rules. You are not limited to the addition of new contacts or a form fillout. You can use normal ONTRAPORT automation to send a webhook when a Contact phone number is updated, a purchase is made or a contact opts out of email. To use this method, you start the Zap with the "Webhook" as the Trigger App. This method is used in the Integrating with LOB Using Zapier Webhooks article.

    The Webhook Trigger in Zapier

    Using a Zap When a Form is Filled Out

    You can trigger a Zap any time a form is filled out by a new or existing Contact. The Zap can then populate a record in any of the other programs Zapier connects to, such as another mail service provider, booking calendar or webinar program.

    1. Create a Zapier account. In Zapier, click the Make a Zap! button. Choose ONTRAPORT as the Trigger application.

    2. Choose the New Form Submission trigger. Click continue.

      New Form Submission trigger in Zapier

    3. Connect your Zapier account with your ONTRAPORT or ONTRApages account by clicking the +Connect an Account button.  Insert your API Key, APP ID, and account type (for ONTRApages premium, select ONTRApages). Click the Yes, Continue button. Click Test to ensure the account has been properly connected. Click Save and Continue.



    4. Select the form using the drop down. Click the Continue button.

      select the ONTRAPORT or ONTRApages form

    5. You may receive a notice to test your trigger by filling out the smart form to ensure it works properly. Click Fetch and Continue.

    6. Select the other application as the Action portion of the Zap.

    7. Zapier guides you through testing the connections to each program, showing sample data transfers, etc.
    Zaps Triggered by Other Apps

    Other applications can trigger a Zap and then update or create a Contact in ONTRAPORT. All of the Contact Record fields that can be edited are available for the other application to update, including custom fields you add. In addition, you can add a Tag or Sequence to the Contact.

    Zapier connects hundreds of apps to ONTRAPORT. In this example, we will create a "Zap" that will add a Contact to ONTRAPORT when a new Google Contact is created. 

    1. In Zapier, a Trigger is an event that kicks off an automation. This Zap will run every time a new contact is added to or updated in Google Contacts, the automation will run. Select Google Contacts as the Trigger App.


      Google Contacts Trigger
    2. Use your Google Contacts account credentials to connect Zapier to Google Contacts.

      Select Your Google Account

    3. Use the dropdown to choose a group in your Google Contacts account. Zapier will watch this group for new or updated contacts. You can also choose to watch all groups.

      Set up Google Contact
    4. Make sure you have an existing Google Contact in that group, then test the Trigger by clicking, "Fetch and Continue".

      Google Contacts test
    5. The Action step of your Zap is the event that's completed in your other app automatically by Zapier. In this example, we're creating or updating contacts in ONTRAPORT automatically, so that is our Action.

      Google Contacts Action
    6. Connect your ONTRAPORT account to Zapier using your ONTRAPORT App ID and API Key. You can find this by going to Administration > ONTRAPORT API INSTRUCTIONS AND KEY MANAGER.

      Allow Zapier to Connect

    7. Click on the drop-down arrows to the right of the fields and choose the appropriate data from the Trigger app.

      Set up ONTRAPORT contact
    8. Test your Zap and you're good to go! Now, every time a Google Contact is updated or added to your designated group, that contact will automatically be added to ONTRAPORT.

      Zap is working
    Using Webhooks to Trigger a Zap

    Sending a webhook to Zapier can trigger a Zap, putting you in complete control. You don't have to wait for a contact to be added or a form to be filled out. You can automate sending a webhook from almost any action taken in your ONTRAPORT account. Examples include when a contact visits a landing page, opens an email, clicks a link, passes a certain lead score, a field is updated, has a certain Tag added or any other traceable action in your ONTRAPORT account.

    In this example we send a Contact Name and Email to a Google Sheets worksheet right after a Tag is added. 

    1. In Zapier, create a new Zap and select Webhooks by Zapier as the Trigger for the first step. Select Catch Hook as the action for the webhook. In the next step, View Webhook, copy the Webhook URL in the to the clipboard for use in ONTRAPORT.

      Use the Webhook Trigger in Zapier
    2. Open ONTRAPORT and create or edit a Campaign. Add a Send a Webhook element.
    3. Paste the Webhook URL into the Add the destination URL: element in the Webhook's Settings.
    4. In the Add the Post data to send box format the information to send to Zapier. For this example, we are sending the first name, last name and email address to our Google Sheets. 
    5. Start with the first name field. We use our own label, First, add an equals sign and insert the ONTRAPORT merge field for [First Name].

      First=[First Name]

    6. Add the last name field using an ampersand (&) to separate the field from the first one. Then use the same method; use our label for the field, Last, an equals sign and then the ONTRAPORT merge field for [Last Name]. The data looks like this:

      First=[First Name]&Last=[Last Name]

    7. For the email field we add the ampersand, our label Email, an equals sign and the merge field for email, [Email].

      First=[First Name]&Last=[Last Name]&Email=[Email]

      The settings now look like this:

      A Campaign Webhook element for Zapier
    8. Click Done and save and publish the campaign.
    9. Return to Zapier. Click Continue past the "Pick off a Child Key" step. The next step should let you test the webhook.
    10. Return to ONTRAPORT and add a test contact to your Campaign. The Webhook element should fire and Zapier will record receiving the data.
    11. Click the View Your Hook link to see the data that was passed to Zapier.

      Zapier will confirm that data was passed to the webhook

    12. Select Google Sheets for the Action application with Add a new row as the action. Zapier will walk you through authorizing your Google Sheets account and retrieve a list of Google Sheets.
    13. Select the Google Sheet and match the fields to the data from the webhook. Zapier will use the labels we gave the fields and show a sample of the data as you are matching. 

      matched fields in the Zapier app

     

    After activating the Zap, the Catch a Webhook action will be waiting for your webhook to be sent. Any time your Campaign fires the Webhook Zapier will add the information to the Google Sheet. 

    FAQs

    Q. What kinds of connections can I make?

    A. You can see the kinds of connections made by clicking the Explore link in Zapier. Enter ONTRAPORT as the primary application and Zapier will display dozens of possible connections with other applications

    more-zaps.png

    Q. How can I get help with a Zap?

    A. Check with Zapier's Help Desk

    Q. Is any of my personal account information exposed in this integration?

    A. No, Zapier uses our open Contacts API to connect the two programs. The Contacts API does not expose any personal financial information.

     

    Build More Zaps!

     

    You can use any of these pre-made ONTRAPORT Zaps, or build your own automations between ONTRAPORT and 750+ other apps.

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