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Zapier

Updated over a week ago

Zapier is a no-code automation platform that lets you connect Swift to 6,000+ other tools β€” no developer needed. Use it to automate repetitive tasks, send notifications, sync data, and more.

Note: Zapier offers a free plan, but depending on the complexity of your automations, you may need to upgrade to a paid plan. Visit zapier.com/pricing to compare plans.

When to Use the Zapier Integration

Anytime you want to extend Swift's core capabilities, or implement custom automations (welcome emails, text message campaigns, etc.), using the Zapier integration is a great first step.

Example use-cases include:

  1. Sending a welcome email to every new customer via Mailchimp

  2. Notifying staff on Slack when a new booking is made

  3. Sending a text message via OpenPhone when a booking is cancelled

  4. Syncing customers to a CRM like Zoho and enrolling them in an email sequence

  5. Sending a post-class survey via SurveyMonkey once a booking ends

The possibilities are endless πŸš€


Understanding Zapier

Every automation in Zapier is called a Zap, and each Zap is made up of two parts:

  • Triggers β€” an event that starts the Zap. For example, "a new booking is created in Swift."

  • Actions β€” what happens next. For example, "send an email via Mailchimp."

You can chain multiple actions together, so one trigger can kick off several things at once.

Triggers

A trigger in Zapier is an "event" that's fired every time a certain "thing" occurs in the software. For example, for Gmail, examples of triggers include:

  • A new email: Triggers whenever you receive a new email

  • A new contact: Triggers whenever a new contact is created

In Swift, examples of triggers can include:

  • A new customer: Triggers whenever a new customer account is created

  • A new booking: Triggers whenever a new booking is created

You can set up automations in Zapier (known as Zaps) by "listening" to these triggers, and then performing certain actions.

Actions

An action in Zapier is, as the name implies, an action, change, or update in the software. For example, examples of Gmail actions can include:

  • Send an email: Write and send a new email from your inbox

  • Create a new contact: Add a new contact to your list

Similarly, examples of actions in Swift can include:

  • Create a booking: Create a new event at your facility

  • Add a customer: Create a new customer account at your facility

By chaining triggers and actions together, you can create a ton of different automations for your business.


Swift Triggers & Actions

At the moment, the following triggers and actions in Swift will show up on Zapier.

Triggers

What Triggers Does Swift Support?

Trigger

What it does

customer.created

When a new customer account is created at your facility. This event will fire regardless of whether the account is created on the booking page, the branded app, or on the Admin side.

booking.created

A new booking is made at your facility. This event will fire when a new booking is made by a customer.

booking.updated

Triggers when a booking is updated at your facility. For example, when you change the date or time of a booking.

booking.deleted

Fires when a booking is deleted

camp.participant.added

When a participant signs up for a camp

class.participant.added

When a participant signs up for a class

class.participant.canceled

When a participant of a class cancels their session

class.participant.rescheduled

When a participant of a class reschedules their session

Actions

Swift does not currently support any Zapier actions (i.e. you can't create or update Swift records from Zapier yet).

This list is constantly getting updated, so be sure to check it often if there's a specific Swift trigger or action you're looking for. Or reach out to us and let us know!


Getting Started

To get setup, we first need to create your Zapier credentials. This will allow Zapier to authenticate your Swift account, and give it permission to pull data from it.

Creating Zapier Credentials

To do this, in Swift Admin, go to Settings > Integrations. You'll need to be the Owner of the account, or have the appropriate permissions to view this page.

Once on the Integrations page, click on the Create Credentials button. Your Login Credentials for Zapier, which consists of an Application ID and Integration Key, will be generated and displayed on screen.

Building a Zap

Once you've created your credentials, you can now visit Zapier to create your Zapier account and build your first Zap (automation).

Create an account

Start by creating a free Zapier account, or sign in if you've already set an account up before.

Access our private Swift integration

The Swift integration is currently private on Zapier, which means if you search for Swift on their directory - it will not show up.

This will change soon - but until it's publicly listed, you can click on this invite link to access the app. You'll need to do this to connect to Swift in Zapier!

Enter the Zap editor

Once you've logged in and accepted the invite, start by clicking the "+ Create" button on the top left, and clicking "Zap".

This will put you in the Zap editor, which is a screen that looks like this:

Setting up the Swift trigger

Start by setting up the trigger, and searching for Swift. You should see it there once you've accepted the invite (see above).

Choose the trigger event

To setup the trigger, we first need to identify which "event" to trigger the Zap on. The list of events shown here will be based on the "Swift Triggers & Actions" list above.

Let's go with the customer.created event as an example,

Authenticate with your Swift account

Then, connect your Swift account to Zapier by entering the two keys ("Application ID" and "Integration Key) shown on the Settings > Integrations page of Swift.

Once the account is connected, an important step is to skip the trigger test. This is important - you'll see an error if you hit "Test" but just ignore it, the zap will work regardless. Skip the test and move on.

Setup the action

Once the trigger has been setup, you can now connect any other platform as the corresponding action! This can be Mailchimp, Gmail, Close, or any one of the other 6000+ tools that Zapier integrates with.

Publish

Let your imagination run wild with the automations you'd want to create. Once you're ready, just hit publish and the Zap will be live!


Other examples of Zaps

When a new customer is created or added to your customer list, an email is sent to them automatically

When a new booking is created, send a Slack message to your instructor

When a booking is deleted, send a text message via OpenPhone to notify staff

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