[en] 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. This is done by creating Zaps- each of which consist of a trigger and action.
[en] 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. Clients in the platform cannot access or modify Zaps.
Nota
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[en] Zapier is only available at the account level. Individual sites cannot connect to different Zapier accounts.
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[en] Automation Builder by Albato can be added as a free app to a customer's site and the site owner can give the customer account permission to manage Zapier through the app.
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[en] To learn how to create a site using Zapier, see our Duda Academy course Automate Site Creation with Zapier.
[en] Following is a table with the available Zaps:
|
[en] Zap |
[en] Action or Trigger |
[en] Permission |
[en] Plan |
|---|---|---|---|
|
[en] New form response |
[en] Trigger |
- |
[en] Team or higher |
|
[en] Published blog post |
[en] Trigger |
[en] Blog |
[en] Team or higher |
|
[en] New or updated third party store order |
[en] Trigger |
[en] eCommerce |
[en] Team or higher |
|
[en] New native store order |
[en] Trigger |
- |
[en] Team or higher |
|
[en] Create or update product in native store |
[en] Action |
- |
[en] Team or higher |
|
[en] New or updated site comment |
[en] Trigger |
[en] Site comments |
[en] Team or higher |
|
[en] New, updated, or deleted member |
[en] Trigger |
- |
[en] Team or higher |
|
[en] Add collection row* |
[en] Action |
- |
[en] Agency or higher |
|
[en] Update content library |
[en] Action |
[en] Content library & business info |
[en] Custom |
|
[en] Site creation |
[en] Action |
[en] Create sites |
[en] Custom |
[en] *If you are using a zap to create an internal collection row, note that there is not a way to populate the item field (the record's URL) and instead the field is automatically generated with numbers.
[en] 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. To see a list of common zap templates, see Duda Integrations.
[en] To create Zaps:
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[en] Sign up or login to your Zapier account.
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[en] Under App Event, search for Duda.
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[en] Under Trigger Event, choose an event.
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[en] Click Continue.
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[en] Select your Duda account, and follow the instructions to log in.
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[en] Click Test trigger, and then click Continue.
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[en] Under App Event, search for the app you want to perform an action when the event is triggered (for example, Slack).
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[en] Follow instructions to connect the app and set up the action, and then click Test & Continue.
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[en] Click Turn Zap On.
[en] For more help creating Zaps, visit the Zapier help center.
[en] 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. To learn how, see Change shared Zaps to another user.
[en] To learn how to use Zapier to create a site with client data captured through a form, take the Duda Academy course: Automate Site Creation with Zapier. The course uses Zapier, Duda, and Paperform, however you can replace Paperform with any CRM tool supported by Zapier.
[en] Take Duda Academy's Populate Content with Zapier course to learn learn how to make API calls in Zapier and utilize advanced features like webhooks and formatters to automatically manage images and content across your Duda sites.