Use Zapier to Send Information to ChurnZero

What is Zapier? 

Zapier is a workflow automation system that connects your apps and services. It allows you to connect two separate APIs to automate common workflows.

• PLEASE NOTE: Zapier and ChurnZero are two separate systems. Zapier is a paid service, the cost of which is not included in any ChurnZero contract. 

How can I use Zapier to send information to ChurnZero? 

ChurnZero and Zapier use webhooks to communicate. Using Zapier's Webhook action, you can do all the actions available with ChurnZero's HTTP API; including updating attributes, tracking events and incrementing attributes.

Configure In Zapier: 

1. Log in to Zapier, then click the Create button at the top left corner of the Zapier home screen. 
2. Click on Zaps. 
   
3. Create a new Zap in the folder of your choice. Click the Create button at the top right of the folder (in this example, we're using the Default folder), then select New Zap. 
   
4. You'll see two steps in the Zap editor: a Trigger, and an Action. These are set up by default.
   
   
   • Trigger: The event that starts your Zap.
   •  Action: The event the Zap performs as a result of the trigger. 
5. Click the Action, then choose Webhooks by Zapier. (For more information, see Zapier's webhook documentation.) 
   
6. Configure your Action. To send information to ChurnZero using Zapier, choose Post as the Event, then click Continue. 
   
7. In the Action tab, place your unique ChurnZero HTTP API endpoint in the URL field. 
   
   
   
8. In the Data area, you can enter the key-value pair of information you need to send along with your HTTP API call. The key value pairs will be different, depending on the type of action you are trying to take. But you will always need to include your ChurnZero application key, which can be found in the Admin area of the ChurnZero App.
   
9. Click Continue, and you can Test Step to try sending test information to your ChurnZero environment. This will send a call to the URL endpoint. You can verify this by checking the ChurnZero Dev Console 
   

Example Zapier Configurations

Below are example configurations of the Post Webhook Zap to send data to ChurnZero. More information about these can be found in our HTTP API documentation.

Set Account Attribute

The below example sets the Account Owner attribute of a specific account.

Set Contact Attribute

The example below sets the contact attribute of Role for a specific contact.

Track Event

The below example sends an event to ChurnZero for a specified contact.