Getting Started with Zapier
Updated over a week ago

Important Things to Know

Zapier is a third party integration. There is no charge to send data from Walla to Zapier. How you want to use the data sent to Zapier is up to you. If you are not familiar with Zapier, we suggest learning about how to use Zapier before you start the integration.

To learn how to use Zapier, we suggest reviewing Zapier's tutorial here πŸ‘‰ Zapier 101

We also suggest reviewing Zapier plans before you get started as well. The integration is free, unless you decide to use a paid Zapier plan. This would be set up through Zapier and not Walla. You can review Zapier plans here πŸ‘‰ Zapier Plans

Connect Walla to Zapier

  1. Log in to Zapier or create a new Zapier account

  2. Select My Apps

  3. Choose + Add Connection

  4. Under Add a new app connection search Walla then select the Walla icon

  5. Select Allow to grant Walla access to connect to Zapier

  6. Walla will appear under your connections list

Walla Customer Support does not offer Zapier support or direct support for other apps you connect to Zapier.

List of attributes Walla sends to Zapier

  1. Business ID

  2. First name

  3. Last name

  4. Middle

  5. Email

  6. Skillpower personality test results

  7. Address

  8. Is a new client

  9. Opt-in marketing SMS

  10. Opt-in marking emails

  11. Opt-in push notifications

  12. Client stage

  13. Notes

  14. Is a lead

  15. Profile creation source

  16. Membership status

  17. Zipcode

  18. Birthday

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