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We are thrilled to announce our Zapier integration! Now you can integrate your Contact Information from the resala.io platform to thousands of CRMs, email providers, CMS, analytics tools, ads, etc. Let's have a quick look at this integration.

Getting Started

In order to get started with the resala.io - Zapier Integration, you will need the following:

A resala.io account

A Zapier account (Free)

  • Step 2: Select an app
    Search for resala.io and select it as the triggering app
  • Step 3: Select a Trigger
    Trigger is an event that will activate your Zap. Currently, we provide 2 types of triggers on Zapier:
  • New Contact
    The trigger will be activated when a new contact is created. When this trigger is activated, it will then execute the action specified in the corresponding Zap.
    Example: When a new contact is created on resala.io, add this person's data to a Google Sheet.
  • New or Updated Custom Field
    The trigger will be activated when a custom field of your choice is added or updated. This can be useful when you want to pass contact information to CRMs or any type of tools that requires a unique identifier (like email address).
  • Example: When an email address is added to a resala.io contact, subscribe this person to a Mailchimp list
  • Step 4: Obtain Authentication Token
    Log in to the resala.io space you wish to connect and navigate to the Settings Module.  Click on the Integrations section. Click the blue Connect button next to Zapier and to connect with Zapier. You will be prompted with a dialog with the Authentication Token.
  • Step 5: Connect your resala.io Account
    At Zapier, proceed with Connect an Account and you will be prompted for a resala.io Authentication Token. Paste the token from resala.io and you have successfully connected Zapier to resala.io.
After you have successfully authenticated, you may want to press the Test button to see if your integration is connected properly.
  • Step 6: Finishing your Zap's Trigger
    If you select New or Updated Custom Field as the trigger event, you will need to specify which custom field will be triggering this Zap. By default, you will see Email and Phone in the dropdown list. If you have created other custom fields on resala.io, they will appear in this list too.
  • Step 7: Review your Zap
    You can review your Zap trigger by viewing a sample of a resala.io contact. This way, you can make sure the Zap works as what is expected.
Tip: If you couldn't find the custom field, click on Get More Sample on this page to refresh the custom fields
  • Step 8: Setup the automation
    All you need to complete this Zap is configuring your automation. Choose an app and action to be done for the automation.
  • Step 9: Test the Zap
    Once you have done, test the Zap and make sure it executes as intended.
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