What is Zapier and what is it for?
Zapier acts as a bridge between different software tools, allowing them to communicate without any technical development.
With Zapier you can:
Connect TAC to CRMs, email, spreadsheets, marketing tools, Slack, and more
Automate repetitive actions
Create custom workflows between tools that don't have a direct integration
👉 In practice: when something happens in TAC, Zapier can trigger an action in another software.
⚠️ Prerequisites
Before getting started, make sure:
You have Admin permissions on TAC
You have an active Zapier account
Your Zapier plan supports the desired automations
Step 1 — Generate the API Key in TAC
Log in to the TAC portal at app.touchandcontact.com
Go to Integrations
Select Zapier
Click "Add API Key"
Copy the generated API Key
⚠️ Important:
The API Key is personal and must be stored securely
Do not share the key through unprotected channels
Step 2 — Log in to Zapier
Log in at zapier.com
Go to the Zaps section
Click "Create Zap"
Step 3 — Connect TAC to Zapier
When prompted, paste your TAC API Key
Select TAC as the app (Trigger or Action)
Confirm the connection
✅ No technical development or server-side configuration required.
Step 4 — Configure the workflow (Zap)
Choose the TAC Trigger (e.g. new contact, shared card, updated profile)
Select the Action on the destination app
Map the fields between TAC and the other software
Test the Zap
Activate the Zap
What gets synced
Depending on the Zap configured:
Contact data (first name, last name, email, phone, company)
Events generated by card usage
Custom activities
👉 The logic is fully customisable.
Important notes
The integration uses secure APIs
TAC does not store Zapier credentials
API Keys can be revoked or regenerated at any time from TAC
Any limitations depend on your Zapier plan
Quick Troubleshooting
Zapier won't connect to TAC
Check that the API Key is correct and active
Make sure it hasn't been regenerated
The Zap won't trigger
Manually test the Trigger
Check the field mapping
Support
For questions or technical support, contact the TAC team at 📩 support@touchandcontact.com