Zapier lets you connect Virtuous to 2,000+ other web services. Automated connections, called Zaps — set up in minutes with no coding — can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.
Each Zap has one app as the **Trigger**, where your information comes from and which causes one or more **Actions** in other apps, where your data gets sent automatically.
Getting Started with Zapier
Sign up for a free Zapier account, from there you can jump right in. To help you hit the ground running, Zapier offers many popular pre-made Zaps.
How do I connect Virtuous to Zapier?
- Log in to your Zapier account or create a new account.
- Navigate to "My Apps" from the top menu bar.
- Now click on "Connect a new account..." and search for "APP"
- Use your login credentials to connect your Virtuous account to Zapier.
- Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup.
- Need inspiration? See everything that's possible with Virtuous and Zapier.
Our Most Popular Use Cases Include
- Virtuous + Slack
- Virtuous + Shopify
- Virtuous + Gmail
- Virtuous + Stripe
- Virtuous + Mailchimp
- Virtuous + Your favorite cloud-based accounting software
Triggers and Actions
Before you set up your integration, it’s helpful to know what each of the triggers and actions are for the Zaps. Keep in mind that the triggers and actions are dependent not only on Virtuous but what is available from the other system you're trying to integrate.
Triggers(if this happens):
- New or Updated Contact
- New or Updated Contact Note
- New or Updated Gift
- New Form Submission
Actions (then this happens):
- Create Contact Note
- Create Contact Tag
- Create Contact Task
- Create Contact
- Create Gift
- Update Contact
- Find a Contact
Additionally, outside of the triggers and actions, you have tools created by Zapier. Those tools are:
- Path- Allows you to build different steps for different rules
- Delay- Pauses actions for a certain amount of time
- Filter- Will only proceed with the action IF certain conditions are met
- Format- will change how incoming data is formatted
- RSS- Start the Zap when an RSS feed updates
- Schedule- start the Zap every hour, day, week, or month
- Webhook- Start the zap when another app sends a webhook
Great! Now you know all the options. What do you do with it? What are some examples of Zaps we may need?
Let’s think about when someone becomes a new contact in the system that you are integrating with Virtuous. Here is an example of the path you might want to take:
In this example, the trigger was a contact being created in your original software. After that contact is created or updated you would want to find that contact in Virtuous. Based on the findings of that path, if the contact exists in Virtuous, you would want to update the contact and maybe add a contact note saying the update came from the original software. On the other side, if the contact doesn’t exist in Virtuous, you would want to create that new contact and maybe tag it so you know that the origin of the contact is the original software.
Here is an example of what you might be looking for with a gift. If a gift is created in your original software, you’ll want to find a contact in Virtuous to tie that gift to, if they don’t exist, you’ll need to create the contact, then create the gift. If they do exist, you’ll just want to create the gift.
The big thing to think about is all the steps you want to take when something happens in the originating software. It may be a good idea to sit down and think about what you would have to do in the destination software (like Virtuous) to have that action be taken. This way, you know what actions you should build into your zap.