Zapier Integration
Connect Enlivy to thousands of apps with Zapier
Connect Enlivy to your other tools through Zapier, without code. Send what happens in Enlivy to another app, or create and update records in Enlivy when something happens elsewhere.
Create a free accountFree account, no card needed. Sending events needs any paid pack, from €2.99/month, excluding VAT.
WHY IT MATTERS
Stop copy-pasting between tools
Connect your tools and let your workflows run automatically.
Whenever you catch yourself moving data by hand, or wishing "when X happens in Enlivy, just tell the team," this is the answer.
Whether you sync client data, update financial records or keep systems aligned, Enlivy gives your Zaps the triggers, actions and searches to move it, so nobody types it twice.
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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.
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Thousands of apps in reach
Gmail, Slack, Google Sheets, HubSpot, Mailchimp, Notion, Trello, Teams, Airtable, and thousands more can talk to Enlivy.
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Both directions
Enlivy is not just a source of alerts. Other apps can create and update prospects, users (clients, contacts and suppliers), invoices, receipts and bank transactions in Enlivy.
TRIGGERS, ACTIONS AND SEARCHES
The building blocks
A Zap combines triggers, actions and searches. Choose the steps your workflow needs; below are some of the ones the Enlivy app offers in Zapier, by their Zapier names.
In Enlivy, a Prospect is a lead you are working on, and a User is anyone you work with: a client, a contact, a supplier or a team member.
- Triggers Enlivy tells your apps
- New Prospect
- New Invoice
- Invoice Paid
- Proposal Accepted
- Contract Fully Signed
- New Receipt
- Actions Your apps tell Enlivy
- Create Prospect
- Add Prospect Activity
- Create User
- Create Invoice
- Update Invoice
- Create Receipt
- Searches Find before you create
- Find or Create Prospect
- Find or Create User
- Find Invoice
- Find Proposal
- Find Bank Transaction
IN PRACTICE
Automations you can set up today
A few of the most common workflows. Once you switch one on, Zapier runs it every time its trigger fires.
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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.
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New invoice Slack
When an invoice is created in Enlivy, post a message to your finance channel with the customer, amount, and due date.
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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.
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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.
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Proposal accepted Team
When a client accepts a proposal, send your delivery team a Slack message or an email so the work can start the same day.
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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 gets an invoice, a lost one gets a follow-up email.
- 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.
- Create a Zap
In Zapier, start a new Zap.
- Connect Enlivy
Sign in with Enlivy and approve the connection. Zapier never sees your password.
- Pick and map
Choose your organization and step, then map fields with smart dropdowns, no IDs to copy.
- Turn it on
Test the Zap, then switch it live. It runs automatically from then on.
Triggers need an Enlivy account with any paid pack; actions and searches also work on the free plan within its limits. You also need a Zapier account, which Zapier prices separately. Each active paid pack includes 25 event destinations, shared between webhooks, Slack channels and Zapier triggers. Each live trigger uses one of them.
Where it fits