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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Workflow Action" from Beacon.

Add your action

An action happens after the trigger—such as "Send Smart Transactional Email" in Campaign Monitor.

You’re connected!

Zapier seamlessly connects Beacon and Campaign Monitor, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workflow
  Required
Trigger
Instant
Try It
- Record type
  Required
- Record ID
  Required
Action
Write
- Email or ID
  Required
Action
Search
- Client Account
  Required
- Campaign
  Required
Trigger
Polling
Try It
New Client
Triggers when a client is added to Campaign Monitor.
Trigger
Polling
Try It

- Client Account
  Required
- Campaign
  Required
Trigger
Polling
Try It
- Client Account
  Required
Trigger
Polling
Try It

- Client Account
  Required
- Smart Email ID
  Required
- To
  Required
- Cc
- Bcc
- Add Recipients to List?
Action
Write
- Client Account
  Required
- List ID
  Required
- Email Address
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Client Account
  Required
- List ID
  Required
- Email Address
  Required
- Name
- Mobile number
- SMS consent
- Resubscribe
- Restart Autoresponders
Action
Search or write

- Record type
  Required
Action
Write
- Record type
  Required
Action
Search
- Record type
  Required
Action
Search or write
- Client Account
  Required
- Campaign
  Required
Trigger
Polling
Try It
- Client Account
  Required
Trigger
Polling
Try It
- List ID
  Required
- Client Account
  Required
Trigger
Polling
Try It
- List
  Required
- Client Account
  Required
Trigger
Polling
Try It
- Client Account
  Required
- List ID
  Required
- Email Address
  Required
- Name
- Mobile number
- SMS consent
- Resubscribe
- Restart Autoresponders
Action
Write
- Client Account
  Required
- List ID
  Required
- Email Address
  Required
- Name
- Resubscribe
- Restart Autoresponders
Action
Write
- Client Account
  Required
- List
  Required
- Email Address
  Required
Action
Search

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Beacon and Campaign Monitor to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Campaign Monitor on the Zapier blog

Make work flow with AI

Level up your Beacon to Campaign Monitor integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Beacon

Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything.

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CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Campaign Monitor

Campaign Monitor is an email marketing tool built for designers. Campaign Monitor makes it easy to send beautiful emails, manage lists and subscribers, and track the results of your campaigns.