Features

Connect hundreds of apps to Instiller using Zapier

Zapier provides an easy way to integrate hundreds of web services, allowing you to pass data between your favourite applications without ever having to write a single line of code.

Integrate with Zapier
Creating a ‘Zap’ is all based around triggers and actions which is basically a way of automatically linking things so that when something happens in one app it can do something else in another app.

Let’s use Salesforce and Instiller as an example…

The starting point is to create a Zap that triggers when a new contact is added into Salesforce – when that happens, all the user details can be sent automatically into Instiller and you could link that to trigger a Workflow which would add that person to one or more lists, send them a series of emails over a timed period or send them on a completely customised user journey – it’s that simple!

Just a few of the features

  • Connect hundreds of apps to Instiller with no coding
  • Synchronise users between your CRM and back again
  • Leverage the power of dynamic email Workflows based on triggers within other apps
  • Maximise marketing communications by ensuring nothing ever slips through the net
  • Automate management of Instiller with the agency Zapier app

Getting started with Zapier

There’s two Instiller Zapier apps and both are currently invite only. Head on over to Zapier and create an account then click on one of the invite links below to add Instiller to your dashboard.

For now, our Zapier apps are invite only so you won’t be able to find them through searching on the Zapier website – use the links below to get started.

Zapier for your agency

The agency app is to help with managing all of the clients you have setup within Instiller and allows you to do things like…

  • Set lists of tasks when new Client Accounts are created
  • Trigger welcome programme emails when new logins are created
  • Send billing info into apps like Google Sheets, Xero and Freshbooks

This is just what’s available in our first version and soon you’ll also be able to receive alerts when sending and click tracking domain DNS issues are detected and when IP addresses or domains get blacklisted.

Get Started with the Agency App

Zapier for your clients

You can set up and manage Zaps up on behalf of your clients or they can go right ahead and do it all themselves. It’s easy to do and remember, there’s no coding required!

With hundreds of apps to choose from and a range of triggers and actions that we’ve developed the possibilities are almost limitless – especially when you bring Multi-step Zaps in to play.

In this first version of our app there’s 4 triggers and 4 actions. We’ll be adding more later but for now this little lot will provide you with everything you need to connect your favourite apps to Instiller and back again.

  • When things happen in other apps…
    • Trigger a Workflow
    • Create or update a persons details
    • Subscribe or unsubscribe people from Lists
    • Permanently suppress peoples email addresses
  • Link triggers within Instiller to automate actions in other apps…
    • When a link in an email is clicked
    • When people click unsubscribe
    • When a User is created or updated
    • When a Campaign is sent

Get Started with the Client App

Need to connect multiple apps?

Not a problem with Multi-step Zaps because now you’re no longer limited to only two steps and you can set things up to trigger actions in as many apps as you like.

Have any questions?

If you like the sound of our integration with Zapier and have any questions then just let us know.

 

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