Zapier Integration

WHY IT MATTERS

Stop Copy-Pasting Between Tools

Whenever you catch yourself moving data by hand, or wishing “when X happens in Enlivy, just tell the team,” this is the answer.

No code, no developers

Build automations in Zapier’s visual editor. If you can describe the workflow, you can build it, by pointing and clicking.
Thousands of apps in reach

Gmail, Slack, Google Sheets, HubSpot, Mailchimp, Notion, Trello, Teams, Airtable, and thousands more can talk to Enlivy.
Two-way sync

Enlivy is not just a source of alerts. Other apps can create and update prospects, invoices, receipts, contacts, and transactions in Enlivy.
Never miss a lead

Inbound prospects from forms, ads, or chat tools drop straight into your Enlivy pipeline, assigned and categorized, the moment they arrive.
Real-time, not batch

Triggers use instant webhooks with an automatic polling fallback, so workflows react within seconds, not at the end of a sync window.
Secure sign-in

You authorize with your own Enlivy account. Your login and password are never shared with Zapier, and access can be revoked anytime.

TRIGGERS, ACTIONS AND SEARCHES

The Building Blocks of Any Automation

Every Zap is built from three kinds of steps. Mix them to move data in, out, and between your tools, with no duplicates.

Triggers
Enlivy tells your apps
- New or updated prospect
- New prospect activity logged
- New or updated contact
- New or updated invoice
- New or updated receipt
- New or updated bank transaction
Actions
Your apps tell Enlivy
- Create or update a prospect
- Add a prospect activity
- Create or update a contact
- Create or update an invoice
- Create or update a receipt
- Create or update a bank transaction
Searches
Find before you create
- Find prospect, or by email
- Find contact, or by email
- Find invoice by number or recipient
- Find receipt by number or recipient
- Find bank transaction by party

Connect your tools and let your workflows run automatically.

Whether you are syncing customer data, updating financial records, or keeping your systems aligned, Enlivy gives your automations the right events, actions, and searches to move information exactly where it needs to go, without manual updates or duplicate records.

IN PRACTICE

Automations You Can Set Up Today

A few of the most common workflows. Each one runs by itself once you switch it on.

Website form → Enlivy

When a form is submitted, create a prospect in Enlivy, tagged with the source channel and campaign, and assigned to a rep.
New invoice → Slack

When an invoice is created in Enlivy, post a message to your finance channel with the customer, amount, and due date.
Invoice paid → Sheets + Gmail

When an invoice flips to paid, add a row to a revenue-tracking spreadsheet and send a thank-you email to the client.
CRM deal won → Enlivy invoice

When a deal is marked won in HubSpot, find the contact in Enlivy, create it if missing, then raise the invoice.
Overdue invoice → Team

When an invoice flips to overdue, send a direct message or email to the assigned owner so they can follow up.
New receipt → books

When a payment receipt is created, append it to your accounting spreadsheet and notify the bookkeeper in Slack.

GO FURTHER

The Real Power Is in Combining Steps

One trigger can fan out, branch, and filter, so a single Zap runs a whole slice of your business.

Multi-step Zaps

One trigger fans out to many actions: a new prospect can notify Slack, add to HubSpot, and create a Notion page, all at once.
Search then create

Chain a find step before a create step, so you only ever add records that do not already exist, and update the ones that do.
Filters and paths

Continue a Zap only when conditions are met, or branch on the data: a won prospect raises an invoice, a lost one gets archived.
Quote-to-cash, end to end

Marketing tool creates a prospect, your team works the deal in Enlivy, payment triggers accounting and a Slack celebration.

However you assemble them, the steps run on autopilot once they are live. Start with one simple Zap, then layer in filters, paths, and extra actions as your processes grow, without touching code or waiting on a developer.

HOW IT WORKS

Build Your First Zap in Four Steps

No API keys, no IDs to copy.
Smart dropdowns pull live data from Enlivy right inside Zapier.

1

Create a Zap

In Zapier, start a Zap and search for Enlivy as your trigger or action app.

2

Connect Enlivy

Sign in with Enlivy and approve the connection. Zapier never sees your password.

3

Pick and map

Choose your organization and step, then map fields with smart dropdowns, no IDs to copy.

4

Turn it on

Test the Zap, then switch it live. It runs automatically from then on.

You need an Enlivy account and a Zapier account. Connect once, then build as many Zaps as you like.