Platform.ly Help & Support

Supported Triggers#

• New Tag - Triggers when a new tag is created.
• New Contact - Triggers when a new contact is created.
• New Custom Field - Triggers when a new custom field is created.
• New Segment - Triggers when a new segment is created.

Supported Searches#

• None yet!

Supported Actions#

• Create Contact - Creates a new contact.
• Update Contact - Updates contact info.
• Add Tag to Contact - Add tag to contact.
• Add Segment to Contact - Add segment to contact.
• Remove Segment From Contact - Remove Segment from Contact.

When you start creating a Platform.ly Zap, you will be asked to connect your Platform.ly account.

Next, you'll be asked to enter your Platform.ly API key.

To locate your API Key in your Platform.ly account, please follow these steps:

Company Name:#

1. Your account subdomain

API Key:#

1. Log into your app account.
2. Click 'Your Profile image" in the top right.
3. Choose "Api Docs & Keys" from the drop-down.
4. Click "New API Key" to create a new API Key.
5. Copy the generated API key

Project ID:#

1. Log into your app account.
2. Click "Your Profile image" in the top right.
3. Choose "Setup" from the drop-down.
4. Copy the Project ID from the table (first column)

Paste your key back into your Zapier account and then “Continue.”

If all steps were successful your Platform.ly account will now be successfully connected.

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!