Zapier - Instructions
What is Zapier?
Zapier empowers users to automate work across 5,000+ apps—including social media, Google, Asana, Calendly, Salesforce, MS Outlook and more. Using customizable paths, a Zap can perform different actions based on if/then logic (no-code automation). A single Zap can have up to 100 actions, so you can have Zapier do even more of your work for you.
For example, automate a thank you note when a customer purchases a product. Or, stay organized presale – have new leads entered into the system automatically.
Customers will need to purchase a Zapier subscription through Zapier (Zapier Pricing) for this to work.
Is a Zapier account included with my Nextiva subscription?
No, Nextiva does not include a Zapier account with any of our subscription plans. However, the Nextiva Zapier app is available with all Zapier plans.
What credentials do I need to provide for Zapier to integrate with Nextiva?
If you use an email address to log in to the Nextiva portal, see UserID for Custom Integrations for steps to get the userID to use for Zapier. Use your same password.
If you do NOT use an email address to log in, use your regular Nextiva credentials for your voice user.
What is a trigger?
A Zapier trigger is an event that starts (triggers) a workflow. Currently, Nextiva offers the following triggers:
- New Missed Call
- New Received Call
- New Voicemail
Which trigger should I choose?
The trigger you choose depends on the workflow you are trying to implement. If your workflow must start every time you receive a voicemail, then select New Voicemail. Alternatively, if your workflow must start every time you miss a call, then select New Missed Call.
What is an action?
A Zapier action is an event performed by a Zap after it is triggered.
For more information on Zapier actions, click here.
How can I request a new trigger or action?
- Log in to your Nextiva voice account.
- At the bottom right corner of any of any page, click the
for the Resource Center.
- Select Share your ideas.
- Fill out the form, scroll to the bottom, and click Submit Request.
- Done! The feature request has been submitted. The Nextiva Feedback team will prioritize the requests and get valid requests added to the product backlog.
Requests can be viewed by clicking the Open in Portal link in the upper right-hand corner of the Share your ideas panel.
What is a task?
A task is an action your Zap completes.
Why can’t I create a new Zap?
Some Zapier plans limit the number of Zaps you can create. For more information, click here.
Why can’t I add an action to a Zap?
Multi-step Zaps, to which you can add multiple actions, are only available with paid plans. For more information, click here.