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Jitendra Purohit authored
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CiviCRM Zapier Integration

This extension facilitates the activation of CiviCRM triggers configured during the creation of a zap on zapier.com.

The application that offers CiviCRM as an app on Zapier is available at https://github.com/fuzionnz/civicrm-zapier.

The extension is licensed under AGPL-3.0.

Requirements

  • PHP v7.0+
  • CiviCRM 5.19+

Usage

Create a new Zap

  • On your Zapier account, create a zap.

  • In the Triggers section, choose CiviCRM.

  • In App & Event tab, Choose Event = New Contact

  • In the CiviCRM account field, connect your CiviCRM site to Zapier.

  • Connect your site account on Zapier.

    • Website Base URL = your site's base URL.
    • Api Key = api key of the permissioned contact.
    • Key = CiviCRM site key found in civicrm.settings.php.
  • Test your trigger in the next step to confirm successful communication between CiviCRM and Zapier.

  • Set up an action for a third-party app, such as inserting a row in Google Sheets. A fully configured zap should look like this:

Screenshot

On Your CiviCRM Site

  • Create a CiviRule that triggers when "Individual is added."
  • In the Linked Action(s) section, add an action with the value = Trigger Zap and click save.
  • On the next page, set “Select triggering Zap” = “Create Contact” => Save.

Now, when a contact is created in CiviCRM, the CiviRule is triggered, which further triggers the zap on zapier.com to process the third-party app action.

Test by creating an individual contact on your site.

Support

This extension is contributed by Fuzion.

We welcome contributions and bug reports via the zapier issue queue.

Community support is available via CiviCRM community channels:

Contact us - info@fuzion.co.nz - for professional support and development requests.