Switchboard Platform Integrations

Name: Zapier
Availability: InStock

Beta

Communication

Put Switchboard Platform to work with AI and enterprise-grade automation

Automate smarter with Switchboard Platform and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Slack

Team Chat

Google Sheets

Google, Spreadsheets

Google Forms

Forms & Surveys, Google

Airtable

Databases

ActiveCampaign

Marketing Automation

Slack

Team Chat

Google Sheets

Google, Spreadsheets

Google Forms

Forms & Surveys, Google

Airtable

Databases

ActiveCampaign

Marketing Automation

Slack

Team Chat

Google Sheets

Google, Spreadsheets

Google Forms

Forms & Surveys, Google

Airtable

Databases

ActiveCampaign

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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.

- Broadcast Events
- Organization ID
Trigger
Instant
Try It
- Form ID
Trigger
Polling
Try It
- Form ID
  Required
Action
Write
- Shortlink Domain ID
  Required
Action
Write
- Recurring Contribution ID
  Required
- Cancellation Reason
Action
Write

- Saved Search ID
  Required
- List Name
- Creation Method
Action
Write
- Email Address
  Required
- First Name
- Middle Name
- Last Name
- Full Name
- Preferred Name
- Phone Number
- Street Address
- City
- State
- Zip Code
- Custom Source
- Custom ID
- Custom Score
- Label Names
- Label IDs
- Organization ID
Action
Write

- Name
  Required
- Form Type
  Required
- Slug
- Draft Schema (JSON)
- Auto Opt-In Phones and Emails
- Layout
- Publish on Creation
- Organization ID
Action
Write
- Label Name
  Required
- Organization ID
Action
Write
- List Name
- CSV File URL
  Required
- Phone Number Column Header
  Required
- Email Column Header
- First Name Column Header
- Middle Name Column Header
- Last Name Column Header
- Full Name Column Header
- Preferred Name Column Header
- Zip Code Column Header
- State Column Header
- Street Address Column Header
- City Column Header
- Custom Source Column Header
- Custom ID Column Header
- Custom Score Column Header
- Description
- Label Names
- Label IDs
- Opt Out Phones
- Organization ID
Action
Write
- Form ID
  Required
- New Name
- New Slug
- Organization ID
Action
Write
- Broadcast ID
  Required
Action
Write
- Saved Search ID
  Required
Action
Write
- Broadcast ID
  Required
- Scheduled Time
  Required
Action
Write
- Broadcast ID
  Required
- Phone Numbers
  Required
Action
Write
- Broadcast ID
  Required
- Pause After N Messages
  Required
Action
Write
- File
  Required
- Filename
- Content Type
- Purpose
- Organization ID
Action
Write
- Shortlink Domain ID
  Required
Action
Write
- Broadcast ID
  Required
Action
Write
- Email Address
  Required
- Action
  Required
- Label Names
- Label IDs
- Organization ID
Action
Write
- Form ID
  Required
- Name
- Draft Schema (JSON)
- Auto Opt-In Phones and Emails
- Publish After Update
Action
Write
- Label ID
  Required
- New Label Name
  Required
Action
Write
- Phone Number
  Required
- Action
  Required
- Label Names
- Label IDs
- Organization ID
Action
Write
- Phone List ID
  Required
- Action
  Required
- Label Names
- Label IDs
Action
Write
- Saved Search ID
  Required
Action
Write
- Broadcast ID
- Filter
Action
Search
- Canned Response ID
- Filter
Action
Search
- Dispute ID
- Filter
Action
Search
- Filter
Action
Search
- Email Blast ID
  Required
Action
Search
- Email Sender ID
- Filter
Action
Search
- Template ID
- Filter
Action
Search
- Response ID
- Filter
Action
Search
- Job ID
- Job Type
Action
Search
- Label ID
- Filter
Action
Search
- Messaging Client ID
- Filter
Action
Search
- Organization ID
- Filter
Action
Search
- Payout ID
  Required
Action
Search
- Phone List ID
- Filter
Action
Search
- Recurring Contribution ID
- Filter
Action
Search
- Shortlink Domain ID
- Filter
Action
Search
- Broadcast ID
  Required
Action
Search

- Organization ID
Trigger
Instant
Try It
- Organization ID
Trigger
Instant
Try It
- Phone List ID
  Required
Action
Write
- Upload ID
  Required
- Organization ID
Action
Write
- Form ID
  Required
Action
Write
- Broadcast Title
  Required
- Description
- Phone List ID
- Saved Search ID
- Broadcast Message
- Uploaded Media ID
- Add Opt-Out Text
- Organization ID
Action
Write
- List Name
- CSV File URL
  Required
- Email Column Header
  Required
- Phone Number Column Header
- First Name Column Header
- Middle Name Column Header
- Last Name Column Header
- Full Name Column Header
- Preferred Name Column Header
- Zip Code Column Header
- State Column Header
- Street Address Column Header
- City Column Header
- Custom Source Column Header
- Custom ID Column Header
- Custom Score Column Header
- Description
- Label Names
- Label IDs
- Unsubscribe Emails
- Organization ID
Action
Write
- Name
  Required
- CSS
  Required
- Organization ID
Action
Write
- Phone Number
  Required
- First Name
- Middle Name
- Last Name
- Full Name
- Email Address
- Street Address
- City
- State
- Zip Code
- Custom Source
- Custom ID
- Custom Score
- Preferred Name
- Label Names
- Label IDs
- Organization ID
Action
Write
Create Saved Search
Create a saved search to dynamically target contacts by filter criteria.
Action
Write
- Template ID
  Required
- New Name
- Organization ID
Action
Write
- Form ID
  Required
Action
Write
- Broadcast ID
  Required
Action
Write
- Broadcast ID
  Required
Action
Write
- Phone Number
  Required
- Message Text
  Required
- Media ID
- Organization ID
Action
Write
- Shortlink Domain ID
  Required
Action
Write
- Phone List ID
  Required
Action
Write
- Form ID
  Required
Action
Write
- Broadcast ID
  Required
- Broadcast Title
- Description
- Phone List ID
- Saved Search ID
- Broadcast Message
- Uploaded Media ID
- Add Opt-Out Text
- Scheduled Time
Action
Write
- Email List ID
  Required
- Action
  Required
- Label Names
- Label IDs
Action
Write
- Template ID
  Required
- Name
- CSS
Action
Write
- Messaging Client ID
  Required
- Use Sticky Sender
  Required
Action
Write
- Phone List ID
  Required
- List Name
- Description
- Acquisition Cost
Action
Write
- Recurring Contribution ID
  Required
- Amount (cents)
- Frequency
Action
Write
- Media URL
  Required
- Title
- Organization ID
Action
Write
- Broadcast ID
  Required
Action
Search
- Contribution ID
- Filter
Action
Search
- Payout ID
- Filter
Action
Search
- Email Blast ID
- Filter
- Include HTML Content
- Include Text Content
Action
Search
- Email List ID
- Filter
Action
Search
- Form ID
- Filter
Action
Search
- Form ID
  Required
Action
Search
- Invoice ID
- Filter
Action
Search
- Keyword ID
- Filter
Action
Search
- Media ID
- Filter
Action
Search
- Organization ID
Action
Search
- Payment Method ID
Action
Search
- Phone Number
- Filter
- Organization ID
Action
Search
- Phone Number
  Required
- Organization ID
- Filter
Action
Search
- Saved Search ID
- Filter
Action
Search
- Filter
Action
Search
- Organization ID
Action
Search

For builders

Let your AI safely access Switchboard Platform

Go beyond Zap workflows. Install Zapier in your AI to call Switchboard Platform actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Switchboard Platform from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Archive Form
Archive Phone List

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Switchboard Platform actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Switchboard Platform connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "switchboard-platform", owner: "me" });

await zapier.runAction({
  app: 'switchboard-platform',
  action: 'archive_form',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Switchboard Platform Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Switchboard Platform

Switchboard Platform is a tool to segment audiences and communicate directly with your organization's supporters.

HelpHelp

Related categories

Communication

Switchboard Platform Integrations

Put Switchboard Platform to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Supported triggers and actions

Let your AI safely access Switchboard Platform

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Switchboard Platform Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Switchboard Platform Integrations

Popular Switchboard Platform Integrations

Switchboard Platform Integrations

Put Switchboard Platform to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Let your AI safely access Switchboard Platform

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Switchboard Platform Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Switchboard Platform Integrations

Popular Switchboard Platform Integrations

Connect Your App Accounts to Zapier