Setting up Actions
This article will show how to use Zapier to integrate or connect different apps by creating a Zap.
Remember: Each Zap event depends on the purpose. A Zap has two essential components: the Trigger and the Action. There can be more than one Action, but only ONE Trigger per Zap event exists.
From the previous article, we set up Triggers, the first part of creating a Zap.
This article is the second part of creating a Zap-setting up Action.
We use Calendly, as an example, to connect to Campaign Refinery, create a trigger that will launch a sequence to tag the scheduled appointment as 'booked', and assign an action that will add a tag and notify the organizer of the booked appointment.
How to add an Action
1. Look for 'Campaign Refinery' in the list of Apps.
Note: Currently, Campaign Refinery API is by invite only. Click this link to 'grab your invite' for the Zap integration.
2. For most integrations, including Calendly, we suggest choosing 'Find Contact' so it will search for contact first before creating a new one if not found.
This option may differ depending on the Trigger App set up in the first part.
Then, click on 'Continue' to proceed with the next step.
3. Click on the dropdown and choose the same Campaign Refinery version.
Then click on 'Continue' again.
4. Check the box next to 'Create Campaign Refinery (1.0.2) Contact if it doesn't exist yet?'
It will show the additional fields that you can map out depending on the information you need for the Zap. Map out the data that should go into each field accordingly including the required fields.
Note: These custom fields can be added or loaded from your Campaign Refinery account. Check out this article to know how. The Form ID can be
5. In the Tags section, you will need to look for the same tags you use or will use for your Campaign as the 'connecting' link to your Trigger.
6. Choose the goal you have set up or will set up for your campaign
7. You can always remove the extra fields if not needed or necessary. Then Refresh the fields and hit 'Continue'.
8. You can again 'Skip test' or 'Test action' for errors. You can always go back to this part to troubleshoot for errors when the setup is done.
9. If there are no errors, review the map-out fields for any corrections you might have. You are now Ready to Publish your Zap!