Zapier allows you to connect to the different services on Zapier to create automated events. For example, you can send a Slack message when a new comment is added to a site or update Salesforce when a form is submitted on a site. Use the Zapier integration to:
Capture lead information on your sites and add to your CRM
Create and update content Collections
Add site comments to Slack
This is done by creating Zaps. Zaps consist of a trigger and an action. You have the following options:
Trigger
New or Updated Site Comment
New Form Response
Published Blog Post
New or Updated Store Order (third party store)
New Native Store Order
Action
Update Content Library
Add Collection Row
Create Site
Zap Templates
We offer Zap templates for you to use. To access the templates, open your Dashboard and click Business Tools in the top navigation menu, then select Zapier.
Zap Permissions
Zapier integrations can be set up by account owners and team members with relevant permissions.
In addition, staff members with the relevant permissions can take actions. Staff members who do not have the relevant permissions will not be able to view the Zap action or trigger banner. The following table shows permissions staff members need to complete certain actions:
Action | Relevant Permissions |
Create site | Create sites |
Update Content Library | Content Library |
Add collection row | Content Library |
New / updated site comments | Site comments (annotations) |
New blog post was published | Blog |
New / updated Store purchase | Store |
The Zapier examples in the editor are displayed for account owners and staff members.
Change Shared Zaps to Another User
You can change ownership of a shared Zap to another user, as long as they are also a member of the same Zap Team account and have the relevant permissions.
Create Zaps
To create Zaps:
Sign up or login to your Zapier account.
Under App Event, search for Maisey
Under Trigger Event, choose an event. You have the following options:
New or Updated Site Comment
New Form Response
Published Blog Post
Store Order
Click Continue.
Select your account, and follow the instructions to log in.
Click Test trigger, and then click Continue.
Under App Event, search for the app you want to perform an action when the event is triggered (for example, Slack).
Follow instructions to connect the app and set up the action, and then click Test & Continue.
Click Turn Zap On.
For more help creating Zaps, visit the Zapier help center at https://zapier.com/help/.
When using forms in your Zap, make sure the form you want to use has at least one response, otherwise you are not able to select it in Zapier.
You can customize messages (such as your Slack message) by adding fields from the Zapier integration:
You can also map form fields to rows in your spreadsheet or CRM using the Zapier integration:
