How to use Zapier with TapRight

TapRight's Zapier integration makes it easy to connect to the apps you're already using. Here's some examples of what you can do using Zapier:

Steps to integrate your TapRight Platform with Third-party App via Zapier:

What triggers does Zapier support?

Triggers
  • Tag Added to User
  • New User

Please note that the "Add user" and "Add user to List" actions will update an existing contact if they already exist in TapRight.

How to connect Zapier to TapRight

The following process uses the "Add New user" trigger as an example. The steps would be slightly different if you were using a different trigger.

  • 1. Create a Zapier account if you don’t already have one. If you're an existing user, please login to Zapier.
  • 2. Click "Make a Zap"

  • 3. Choose a trigger app. Here we can choose TapRight as trigger. Connect your TapRight account.
  • 4. For the action app, choose Infusionsoft. Zapier will then ask you for your Infusionsoft authentication details in order to connect your Infusionsoft account. You'll only need to do this the first time you setup a Zap with Infusionsoft.

Follow the steps to complete the Zap setup:

Once you’ve turned the Zap on, Infusionsoft will automatically add the new user as constant when a new user is added in TapRight.