Like most things these days your day to day requires the use of many different applications and it can be redundant or tedious to make sure they all are in sync. That is why we have partnered with Zapier to streamline this process!
What is Zapier?
Zapier is a one-to-one integration tool that makes automation between applications quick and easy. With a simple, no-code-required interface, straightforward pricing, and boasting the most integrations of any automation tool on the market (currently over 1,500 possible applications are listed!). Zapier makes Backstage even more powerful.
Getting Started & What you'll need
- A Backstage Account
- A Zapier Account
- An account with the App you would like to connect (Mailchimp, Slack, Salesforce)
Step 1: Connect your Backstage Account to Zapier
From your 3rd party integrations tab you will see a button to get started. You will be prompted to connect your Zapier and backstage account. If you don't have a Zapier account you can sign up for free.
Step 2: Set up your Backstage Trigger
We offer multiple Trigger options for your integration. A Trigger is the event that starts an automation or "Zap". For example, if you want to automate adding an email to a newsletter each time an order is placed, the "New Order" is the Trigger.
Step 3: Select your App
An App is a web service or application, such as Google Sheets, Mailchimp or Salesforce. Zapier offers integrations for over 1,500 apps, letting you move data between them or automate repetitive tasks.
Step 4: Select and configure your Action
An Action is an event Zapier performs after the Trigger. For our example, if you want to add an email to a newsletter each time an order is placed, "Add/Update Subscriber" is the Action.
Using their simple no-coding-required interface you can tailor how your action behaves and what is done. In our example, we'll add the users email from a New Order to a specific Mailchimp audience called "Newsletter".
Step 5: Set it Live & Automate
Once your Zap is configured all you need to do is set it live! From your dashboard you will be able to manage your Zaps. This is a good place to copy and change similar zaps or add-on to existing ones. It's that easy!
Zapier + Backstage Use Cases
While the configuration possibilities are virtually endless, here are some popular workflows to get your creative juices flowing:
- Add attendee emails to a newsletter on Mailchimp, Campaign Monitor, Constant Contact, or another Email Marketing service.
- Add new attendees to a custom spread sheet on Google Sheets, or Excel
- Add new attendees as leads in SalesForce
- Alert your team of newly created Events, Ticket Types, or Orders using Twilio, Zapier SMS, Gmail, and Slack
- Alert your team of Event / Ticket Updates such as On Sale, Event Started, Event Ended, Event / Ticket Type Sold Out using Twilio, Zapier SMS, Gmail, Slack and more.
Like we said the possibilities are endless and we can't wait to see what new integrations you come up with. If you need help setting up your integration don't hesitate to get in touch!