Zapier Integration – Overview | Launch27 Knowledge Base

Overview

Launch27’s Zapier integration allows you to sync data from Launch27 into any of the 500 apps we connect with including MailChimp, Infusionsoft, Quickbooks, SalesForce, Gmail, and more.

Note: Our Zapier integration is only available on the Pro plan or higher

How can I use Zapier with my business?

To create more automation and to better communicate information with your customers and office staff, you can create zaps based on preset Launch27 triggers.

These triggers are events that you can set to create an action from within the other connected app.

For example, you can have Zapier listen for when a booking is created in Launch27, and then automatically add the customer to MailChimp as a subscriber.

Here are the triggers we offer (events or actions from inside Launch27)

o Booking Created

o Booking Updated

o Booking Cancelled

o Booking Completed

o Booking Assignments Changed (i.e. team assignments)

o Booking Restored (i.e. from cancelled back to active)

o Quote Created

o Customer Created

o Customer Updated

Getting Started:

You will need a Zapier account in order to begin using this integration. Be sure to check out their plan options or check out their free trial

Anybody that goes to this URL can have access to our Launch27 app on Zapier:
https://zapier.com/developer/invite/53972/9fd16e4ccf4c70284682598f6d8de1d5/

Go to Settings > Misc. >Zapier
Scroll down to the bottom of the page and click create from scratch or use one of our pre made zaps

Here's how a zap set up would look:

Step 1 will always be selecting Launch27 and the event (trigger you want to use)
Step 2 will be selecting the secondary app to sync data to and customizing the action and data that will send
Once the Zap is ready, you can set it live to begin the automation.

This video explains how to set up your first Zap:

Customer Attributes (data) that are synced:

Address
City
Created at
Email
First Name
Full Name

ID (i.e. customer profile ID in Launch27)
Last Name
Notes
Phone
Profile Image URL
Referral Balance – Earned

Referral Balance – Pending
Referral Balance – Redeemed
Referral_code
State
Tags
Updated at
Zip

Booking Attributes (data) that are synced:

Address
Assigned_teams
Cancellation_date
Cancellation_type
Cancellation_type_text
Cancelled_by
Charge Amount
City
Created_at
Custom_data – custom fields created on booking form
Customer_notes
Discount
Discount Amount
Duration
Email
Extras
Extras Price
Fields with no value
Final Price
First Name
Frequency
Gift Card Amount
ID – the booking ID
Is_first_recurring – is this their first

Recurring booking
Is_new_customer – is this a new customer
Last Name
Name – the first and last name of customer
Payment Method
Phone – the customer phone number
Price Adjustment
Price_adjustment_comment
Pricing_parameters
Pricing_parameters_price
Rating_color
Rating_comment
Rating_comment_presence
Rating_text
Revenue:

Revenue_with_tax
Revenue_with_tax_and_tip
Sales Tax
Service
Service Date
Service Price
Service Time
Service_date_for_invoice
Service_name_for_invoice
Sms_notifications_enabled – are they opted in to receive text reminders
Source – ie. recurring booking
Staff_notes
State
Subtotal
Team_details
Team_share_amount
Team_share_percent
Team_share_total
Time_Estimate
Tip Amount
Tip:
Updated_At:
Zip

Ideas for Zaps

Booking cancelled trigger to tag customer in Mailchimp or email marketing software
Booking Updated Trigger to communicate rating feedback to office staff users via Slack, Whatsapp, or other messaging apps
Customer created trigger to trigger a welcome email to customer via email marketing software with policies and discount code for future visit
Quote created trigger to email a reminder to quote customer about submitting booking via email marketing software