Pally + Zapier
How it works
Put Pally to work in the apps you already use, right from your texts. Zapier is a built-in connector in Pally, so one connection lets Pally find, create, and update data across 9,000+ apps and 40,000+ actions through Zapier MCP. Pally checks with you before it sends, books, or buys anything you haven't already asked for or approved.
- Start free
- Full audit trails and controls
- SOC 2 and GDPR compliant
How to set up Zapier in Pally
Step 1
Ask Pally to connect Zapier
In your conversation with Pally, text "Connect Zapier." Pally replies with a secure link.Step 2
Open the secure link
Open the secure link Pally sends you to start connecting your Zapier account.Step 3
Sign in and approve access
Sign in to your Zapier account, or create a free account. Review the access Pally is requesting, then approve it.Step 4
Give Pally its first task
Go back to your conversation with Pally and ask it to do something with your connected apps, like "Find my latest HubSpot deals."
When to use Pally with Zapier
Work across your whole stack
Pally works with HubSpot, Shopify, Airtable, Trello, QuickBooks, Zendesk, and thousands more. One connection brings all of them into your texts.
Find what you need
Pally can look up a HubSpot contact, a Shopify order, an Airtable record, or a Zendesk ticket's status. You get the answer in a text, wherever you are.
Keep your records up to date
Pally can create a HubSpot deal, add a Trello card, update an Airtable record, or close a Zendesk ticket. Your records stay current without opening your laptop.
Send messages and emails
Pally can post in Microsoft Teams or Discord, or send an email from Outlook. A quick text to Pally is all it takes to share an update.
Popular ways to use Pally + Zapier
Text me a summary of today's Shopify orders
Pally pulls today's orders and texts you a quick rundown of totals and top items.
Add this week's Calendly bookings to HubSpot
Pally creates a HubSpot contact for each booking, so your follow-ups start from a complete list.
Log today's Stripe payments as sales in QuickBooks
Pally records each payment as a sale in QuickBooks, so your books stay current.
Find my latest urgent Zendesk tickets
Pally finds your newest urgent tickets and texts you who's waiting and what they need.
Draft a reply to my latest HubSpot lead
Pally checks your history with the lead in HubSpot and drafts a reply that picks up where you left off. Pally checks with you before anything is sent.
Add my latest Strava runs to my Airtable training log
Pally copies the distance, time, and pace of each run into Airtable, so you can track your progress in one place.
Frequently asked questions about automating with Pally
Does Pally work with Zapier?
Yes. Zapier is a built-in connector in Pally. Text Pally "Connect Zapier," open the secure link it sends you, and sign in to Zapier.
What can Pally do with Zapier?
Pally can search, create, update, and send across 9,000+ apps and 40,000+ actions through Zapier MCP.
Is Zapier free to use in Pally?
Yes. Connecting is free and works on every Zapier plan, including Free. Each successful action uses two tasks from your plan.
Do I need to set up an MCP server first?
No. Zapier creates the server for you when you sign in during setup.
Do I need to install an app to use Pally with Zapier?
No. You text Pally through iMessage on iPhone, iPad, or Mac, RCS on Android, or Telegram, so there's no Pally app to install. You connect Zapier from the same conversation.
Will Pally send or buy anything without asking me?
Only if you've already asked for it or approved it. Pally checks with you before it sends, books, or buys anything else, and it never messages anyone without asking you.
How do I disconnect Zapier from Pally?
Revoke Pally's access to your Zapier account at mcp.zapier.com.