With Pike13’s Advanced or Premium plan tiers, you can integrate with Zapier, a powerful automation tool that connects Pike13 to over 1,500 business apps. Use Zapier to automate routine tasks, generate virtual class links, sync contact information, and more—all without coding.
What is Zapier?
Zapier is an online automation platform that allows you to connect your favorite apps like Zoom, QuickBooks, Gmail, and more. This integration eliminates the need for manual, repetitive tasks, giving you more time to focus on your business. Here’s how Zapier works with Pike13:
- Generate virtual class links automatically with platforms like Zoom or Google Meet.
- Sync data between Pike13 and QuickBooks, linking contacts, invoices, and payments seamlessly.
- Create leads from forms such as Typeform or Wufoo, and turn them into Pike13 client profiles.
- Add clients to your CRM like Hubspot, Salesforce, or Infusionsoft.
- Sync contacts with business texting platforms like Zipwhip, using your Pike13 client data.
By automating these tasks, you streamline processes, improve client experience, and reduce errors in manual data entry.
How Triggers and Actions Work
Zapier operates on triggers and actions. A trigger is an event that starts a workflow (called a “Zap”), and an action is what follows the trigger.
Available Triggers in Pike13 for Zapier:
- Person Created: Trigger when a new client profile is created in Pike13.
- Person Updated: Trigger when an existing client profile is updated.
- Transaction Created: Trigger when a new transaction is processed.
- Transaction Updated: Trigger when a transaction is updated.
- Invoice Created: Trigger when a new invoice is generated.
- Invoice Updated: Trigger when an existing invoice is updated.
Available Actions in Pike13 for Zapier:
- Create Person: Automatically create a new client profile.
- Update Person: Update an existing client profile.
- Search Person: Search for an existing client in Pike13.
- Search Invoice: Search for an existing invoice.
Once you’ve set a trigger, you define what action will follow. For example, you can set up a Zap that automatically creates a new person profile in Pike13 when someone fills out a form on Typeform, or syncs a transaction to QuickBooks after a client makes a purchase.
Automating Virtual Classrooms
Zapier makes it easy to automate the creation and posting of virtual classroom links for your clients. For businesses offering online classes, you can set up Zaps to handle the repetitive task of generating and sharing virtual class links.
Here are some automation examples:
- Create a Zoom meeting for each scheduled class and automatically post the link as a roster note for easy client access.
- Create a Google Hangout/Meet link for each event and share it with participants.
- Reuse the same livestream link for multiple events and post it to the event roster.
If you’re not using Zoom or Google Meet, Zapier’s customization allows you to integrate with your preferred streaming platform. You can use the “Event Occurrence Upcoming” trigger combined with the “Post Roster Note” action to share any custom livestream link automatically.
How to Get Started with Zapier and Pike13
To use the Zapier integration, you’ll need to be on Pike13’s Advanced or Premium plan. Here’s how to get started:
- Sign up for a Zapier account if you don’t have one already.
- Connect your Pike13 account to Zapier by going to the Zapier integration page in your Pike13 settings.
- Set up your first Zap by choosing a trigger from Pike13 and an action in another app. For example, you could create a Zap that automatically adds a new client to a CRM like HubSpot whenever a new person profile is created in Pike13.
- Monitor and adjust your Zaps as needed. You can easily add more triggers and actions to automate even more of your workflow.
Additional Support
For help with setting up the Zapier integration, you can visit the Pike13 Help Center or reach out to Pike13’s customer support team. Zapier also offers extensive resources, tutorials, and guides to help you get the most out of your automations.
By integrating Pike13 with Zapier, you can automate a wide range of daily tasks and save valuable time, allowing you to focus on growing your business.
Important Note
Remember, Zapier is only available for businesses subscribed to Pike13's Advanced or Premium plan tiers. If you’re currently on a lower plan, you can upgrade to unlock this feature and start automating your workflows today.