Cobot

Cobot Integrations

  • Send Slack message when Cobot member is confirmed

    Welcoming new members to your space is one of the most important parts of space management! Let a simple automation give you the ease of welcoming your new community members. When a new member is confirmed in Cobot, a their profile is shown in your Slack channel. Also perfect for alerting your space manager to new arrivals!

    How It Works

    1. A new member is confirmed in Cobot
    2. Zapier sends a message to Slack

    What You Need

    • Cobot account
    • Slack account
  • Add new Cobot members to Google Contacts

    If you are using Google to share information in your space, automating the registration process is key! This integration will add any newly confirmed Cobot members to your Google Contact list with all their registration information.

    Note: This Zapier integration doesn't import already confirmed Cobot members, only newly approved members after you've set it up.

    How It Works

    1. A Cobot member is confirmed
    2. Zapier creates a contact in Google Contacts

    What You Need

    • Cobot account
    • Google account
  • Send Cobot booking notification emails via Gmail

    Want a booking confirmation email that you can pass along to members of your co-working space and any other attendees? Bookings created in Cobot will generate a confirmation email from Gmail that can then be forwarded to anyone participating in the event. Also a great way to give a heads up to your space manager!

    How It Works

    1. A new booking is created in Cobot
    2. Zapier sends an email via Gmail

    What You Need

    • Cobot account
    • Gmail account
  • Add confirmed Cobot members to HubSpot CRM

    Being able to track leads for your space in a fully featured CRM is important to build your space membership. And one of the best free CRM systems is HubSpot CRM. When a member is confirmed, they will be automatically added to HubSpot with all of the information you have added into Cobot.

    How It Works

    1. A member is confirmed in Cobot
    2. Zapier creates a contact in HubSpot CRM

    What You Need

    • Cobot account
    • Hubspot CRM account
  • Send Cobot bookings to Slack

    For your space managers, it is important to keep a tab on what is going on in your space. This integration publishes a summary of any new bookings into your Slack channel.

    How It Works

    1. A booking is made in Cobot
    2. A summary is posted in your Slack channel

    What You Need

    • Cobot account
    • Slack account
  • Create Google Calendar events from Cobot bookings

    Do you like keeping all of your events on one calendar? Let Zapier help you funnel all new bookings from Cobot right over to that calendar! You can customize the event copy and send it as a direct email invitation to your space admins or your front-desk manager.

    Note: This Zapier integration doesn't import already registered bookings, only newly created ones.

    How It Works

    1. A new booking is made in Cobot
    2. Zapier creates a new event in Google Calendar

    What You Need

    • Cobot account
    • Google Calendar account
  • Create Google Calendar events from new Cobot memberships

    Remind yourself to welcome new members into your community with an event in your calendar! Perfect for admins or your members to see who is new in your space. When the member is confirmed, a Google Calendar event is created, which can include a customizable summary about the member with information like name, plan type or any extras they purchased.

    How It Works

    1. A new member is confirmed in Cobot
    2. Zapier creates an event in Google Calendar

    What You Need

    • Cobot account
    • Google Calendar account
  • Add cancelled Cobot members to a MailChimp list

    When members leave your co-working space, it is still important to keep a communication point open, separate from the email list you already have synced with your management tools. Use a simple automation to add your canceled Cobot members to a unique MailChimp list, and keep the conversation going.

    Note: This Zapier integration only adds members who are cancelled after the integration is set up.

    How It Works

    1. A member is cancelled in Cobot
    2. Zapier creates a new subscriber in MailChimp

    What You Need

    • Cobot account
    • MailChimp account
  • Send confirmed Cobot members email via Gmail

    What better way to welcome a new member to your space then with a customized welcome email! With this integration, when a member is confirmed in Cobot, they will get a pre-formatted welcome email from Gmail!

    How It Works

    1. A member is confirmed in Cobot
    2. Zapier send an email through Gmail

    What You Need

    • Cobot account
    • Gmail account
  • Create a Trello card from cancelled Cobot members

    Want to give your space manager an easy way to follow up with members who are about to leave your space? Let Zapier help you create a new card in Trello when a Cobot member's cancellation date is set, along with a custom checklist of tasks to complete.

    How It Works

    1. A Cobot member's cancellation date is set
    2. Zapier creates task card is created in Trello with your custom task list

    What You Need

    • Cobot account
    • Trello account
  • Send HelloSign documents to confirmed Cobot members

    Looking for a way to get a legal signature from the new members of your co-working space? One simple automation can send a document, pre-filled with the member information to your new Cobot members.

    Note: This Zapier integration doesn't send documents to members who are already registered, only new members after you've set it up.

    How It Works

    1. A new member is registered in Cobot
    2. Zapier sends a template for signature via HelloSign

    What You Need

    • Cobot account
    • HelloSign account
  • Send confirmed Cobot members a SMS via Beepsend

    We all know how important it is to feel welcomed into your coworking space! Now you can send a personalized SMS to your new members when they are confirmed.

    How It Works

    1. A member is confirmed in Cobot
    2. Zapier sends a SMS to the new member

    What You Need

    • Cobot account
    • Beepsend account
  • Update Salesforce contact when Cobot member is cancelled

    If you are tracking your membership marketing in Salesforce, it is as important to know when they leave as when they join.

    • Enticing them back with special rates
    • Exit interviews
    • Inviting them to your reunion event.

    This integration will update your Salesforce lead information when a Cobot member is cancelled.

    How It Works

    1. A member is cancelled in Cobot
    2. Zapier updates the Salesforce contact

    What You Need

    • Cobot account
    • Salesforce account
  • Send cancelled Cobot members a Surveypal exit survey

    Getting exit survey feedback from your members can provide valuable information to improve your space, and that process is automated with this integration. When a member is cancelled in Cobot, a survey will be emailed to them via Surveypal.

    Note: This Zapier integration doesn't import already cancelled members, only newly cancelled members after you've set it up.

    How It Works

    1. A members is cancelled in Cobot
    2. Zapier sends a survey from Surveypal

    What You Need

    • Cobot account
    • Surveypal account
  • Trigger a webhook from confirmed Cobot members

    Want to trigger an POST action whenever a Cobot member is confirmed? Ping a tracking mechanism for instance? This integration gives an easy way to trigger that code!

    How It Works

    1. A member is confirmed in Cobot
    2. Zapier triggers a webhook

    What You Need

    • Cobot account
  • Create Zoho CRM leads from Cobot confirmed members

    Zoho CRM is one of many CRM systems that work with Cobot through the Zapier integration. When you confirm a new member in Cobot, their contact information will be added or updated as a Zoho CRM lead. You can also add members on a free "Lead" plan in Cobot so you aren't charged for them, but that they are automatically added to Zoho.

    Then when you are ready to onboard them into Cobot, just change their plan!

    How It Works

    1. A member is confirmed in Cobot
    2. Zapier creates a new lead in Zoho CRM

    What You Need

    • Cobot account
    • Zoho CRM account
  • Create Facebook posts from new confirmed Cobot members

    New members are great! What better way to welcome a new member to your space, then publicly welcoming them over Facebook!

    How It Works

    1. A member is confirmed in Cobot
    2. Zapier creates a post on Facebook

    What You Need

    • Cobot account
    • Facebook account
  • Add new Cobot members as Salesforce leads

    Use Salesforce to manage the marketing of your co-working space? Now, with the help of Zapier, you can add members into Cobot and they appear directly in Salesforce as well! Keep a separate workflow for your marketing team to upsell them into offices or bigger plans, or add leads into Cobot on free plans (Cobot won't charge you for them) and then you can nudge them onto paying plans in your space.

    Note: This Zapier integration doesn't import members already added to Cobot.

    How It Works

    1. A new member is added to Cobot
    2. Zapier creates new lead in Salesforce

    What You Need

    • Cobot account
    • Salesforce account

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Cobot Integration Details

Launched on Zapier January 8, 2015

Zapier combines Triggers (like "Membership Confirmed") and Actions (like "Create Campaign") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Cobot Triggers, Searches, and Actions are supported by Zapier:

Membership Confirmed

Triggers when a membership is confirmed. This could be immediately upon confirmation by an admin or to the date the membership should become active.

Membership Cancelation Changed

Triggers when the cancellation date of a membership is changed. In most cases that is when a member cancels his membership. But also triggers when a cancellation is taken back or moved to another date.

New Booking

Triggers when a new booking is made for a resource like a meeting room.

Membership Canceled

Triggers when the member has actually been canceled by cobot so that his membership is no longer active.

Membership Plan Changed

Triggers when a Members Plan is changed either by them or an admin.

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Cobot is a management software for coworking spaces and shared offices. Cobot helps you with billing, invoicing, bookings and member management so that you have more time for your coworkers.