Zapnito and Salesflare

How to connect Zapnito

What you can automate

  • When discussion Reply Created in Zapnito, create internal note in Salesflare.
  • When group Membership Created in Zapnito, find or create contact in Salesflare.
  • When user Account Created in Zapnito, find or create account in Salesflare.
  • When user Account Updated in Zapnito, find or create account in Salesflare.

About Zapnito

Zapnito is the community software platform built to showcase expertise. Build your own branded community and engage the people who really matter to your business.

Zapnito operations on Zapier

Triggers (12)

Start a workflow when this happens

  • Content Published — Triggers when a new item of content is published.
  • Content Viewed — Triggers when content is viewed
  • Course Progress Updated — Triggers when a user completes an item in a course and thus updates their course completion percentage.
  • Discussion Created — Triggers when a discussion is created.
  • Discussion Reply Created — Triggers when a discussion reply is created.
Show 7 more triggers
  • Document Downloaded — Triggers when a document is downloaded.
  • Event RSVP Reply — Triggers when someone RSVPs to an Event, either to confirm their attendance or that they are skipping the event.
  • Group Membership Created — Triggers when a user is added to a group.
  • Group Membership Deleted — Triggers when a user is removed from a group.
  • User Account Created — Triggers when a new user account is created.
  • User Account Deleted — Triggers when a user account is deleted.
  • User Account Updated — Triggers when user account details are updated, for example when a name, company or job title is changed.

Actions (10)

Things Salesflare can make it do

  • Groups - Add a User — Adds a user to a group in order to assign permissions from that group to the user and/or display that user in a directory
  • Groups - Remove a User — Remove a user from a group in order to remove the group permissions from that user and/or remove them from a directory
  • Invitations - Create — Sends an email invitation to your Zapnito community. The individual will be sent an invitation email allowing them to setup their account and profile.
  • Notification Preference - Update — Update a user's notification preference
  • Organisations - Update — Update an organisation's basic profile information. For example, name and job title.
Show 5 more actions
  • Posts - Create — Create a post and publish it to your community. The authoring user's email address will be needed to create community content.
  • Tags - Assign Content — Assigns content items to a given tag
  • Tags - Create — Create a new Tag
  • Tags - List — List all current Tags
  • Users - Update — Update a user's basic profile information. For example, name and job title.

Searches (3)

Look up existing records

  • Groups - Find a User — Finds a User in a Group - returns a list of users that match a given email address pattern. You can provide a full email address or a partial email address and matched users will be returned.
  • Organisation - Search — Finds an Organisation - returns an organisation that match a given search term. The search query will be matched against an organisations name, title or company.
  • User - Search — Finds a User - returns a user that matches a given search term. The search query will be matched against users name, title or company.

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