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Switchboard Platform
Switchboard Platform
Webhooks by Zapier
Webhooks by Zapier
1. Select the event
App
Switchboard Platform
Choose a trigger A trigger is the event that starts your Zap—like a "New Broadcast Event" from Switchboard Platform.
Add your action An action happens after the trigger—such as "Custom Request" in Webhooks by Zapier.
You’re connected! Zapier seamlessly connects Switchboard Platform and Webhooks by Zapier, 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.
Triggers Actions Triggers & Actions
New Broadcast Event Triggers on broadcast events (created, status changed, schedule changed, or error). Use the Event Type output field to branch on which occurred.
Broadcast Events
Organization ID
Try It New Form Response Triggers when a new form response (submission) is received. Optionally scope to a single form.
Try It Archive Form Archive an unpublished or closed form.
Archive Shortlink Domain Archive a shortlink domain.
Shortlink Domain IDRequired
Cancel Recurring Contribution Cancel a recurring contribution so no further charges occur. This cannot be undone.
Recurring Contribution IDRequired
Cancellation Reason
Convert Saved Search to List Convert a saved search into a phone list or email list. Creates an async job.
Create Email Add a single email contact to your Switchboard account.
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
Create Form Create a form as a draft. Provide the basic settings here; for full field/layout control, pass a Draft Schema JSON object.
Create Label Create a new label for organizing contacts.
Create Phone List Upload a phone list from a publicly accessible CSV file.
List Name
Phone Number Column HeaderRequired
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
Duplicate Form Create a draft copy of an existing form with a new ID.
Export Broadcasts Start an export of all broadcasts your organization has created. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
Export Emails Start an export of all email contacts your organization has created. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
Export Email Blast Messages Start an export of the email messages sent in a specific email blast. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
Export Inbox Start an export of inbox conversations (incoming text replies). Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
Organization ID
Only Messages Awaiting a Response
Only Messages Where User Has Replied
Include Outgoing Messages
Include Reply-Needed Column
Include Received Time
Include Opted-Out Status
Include Phone Type
Include Carrier Info
Include NGPVAN IDs
Include Contact Labels
Phone Number Format
Hash Phone Numbers
Reusable Fields
Include List Fields
Export Phones Start an export of all phone contacts your organization has created. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
Organization ID
Include Opted-Out Status
Include Phone Type
Include Carrier Info
Include Is Valid
Include Last Incoming Message Time
Include Last Outgoing Message Time
Include NGPVAN IDs
Include Contact Labels
Include Most Recent Email
Phone Number Format
Hash Phone Numbers
Reusable Fields
Include List Fields
List Fields Start Date
List Fields End Date
Export Saved Search Start an export of the phones and emails matching a saved search. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
Results To Export
Phones: Include Opted-Out Status
Phones: Phone Number Format
Phones: Hash Phone Numbers
Phones: Reusable Fields
Emails: Include Unsubscribed Status
Emails: Hash Email Addresses
Emails: Reusable Fields
Pause Broadcast Pause a broadcast that is currently sending.
Refresh Saved Search Re-evaluate a saved search to update its results.
Schedule Broadcast Schedule a broadcast to be sent at a future time.
Send Broadcast Sample Send sample messages of a broadcast to one or more phone numbers to test how the message renders before sending it for real.
Set Broadcast Pause Threshold Configure a broadcast to automatically pause after a given number of messages have been sent.
Pause After N MessagesRequired
Stage File Upload Upload a CSV file to Switchboard and return an Upload ID. Use this before Bulk Update Phone Labels: stage the CSV here, then pass the returned Upload ID to that action.
Filename
Content Type
Purpose
Organization ID
Unarchive Shortlink Domain Restore a previously archived shortlink domain.
Shortlink Domain IDRequired
Unschedule Broadcast Cancel a previously scheduled broadcast, returning it to draft status.
Update Email Labels Add or remove labels from an email contact.
Label Names
Label IDs
Organization ID
Update Form Update a form. Note: form_type, slug, and layout cannot be changed. Providing a Draft Schema replaces the entire editable schema.
Update Label Rename an existing label.
Update Phone Labels Add or remove labels from a phone contact.
Label Names
Label IDs
Organization ID
Update Phone List Labels Add or remove labels from all contacts in a phone list.
Update Saved Search Update an existing saved search. Only the fields you provide are changed. Leave the filters blank to rename or re-describe without touching the criteria; set an Include Filter to replace the criteria.
Find Broadcast Find a broadcast by ID or search by filter.
Find Canned Response Find a canned (pre-written) response by ID, or search by filter.
Find Contribution Dispute Find a contribution dispute (chargeback) by ID, or search by filter.
Find Email Search for email contacts by filter.
Find Email Blast Messages List individual email messages for a specific email blast, showing recipient, delivery status, and timestamps.
Find Email Sender Find an email sender identity by ID, or search by filter.
Find Form CSS Template Find a form CSS template by ID, or list templates.
Find Form Response Find a form response (submission) by ID, or search by filter.
Find Job Find an asynchronous job by ID, or list recent jobs. Jobs track exports and other async operations.
Find Label Find a label by ID or search by filter.
Find Messaging Client Find a messaging client by ID, or search by filter.
Messaging Client ID
Filter
Find Organization Find an organization you have access to by ID, or search by filter.
Find Payout Transactions List the transaction-level contributions, refunds, and fees that make up a specific payout (for reconciliation).
Find Phone List Find a phone list by ID or search by filter.
Find Recurring Contribution Find a recurring contribution (recurring donation series) by ID, or search by filter.
Find Shortlink Domain Find a custom shortlink domain by ID, or search by filter.
Shortlink Domain ID
Filter
Preview Broadcast Preview how a broadcast message will appear to recipients. The broadcast must be in draft or scheduled status. (Beta)
Catch Raw Hook Triggers when a POST, PUT, or GET request is made to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Try It Retrieve Poll Triggers when a request to a URL returns new entries.
Key
Deduplication Key
Xpath
Basic Auth
Headers
Try It GET Fire off a single GET request with optional querystrings.
Query String Params
Send As JSON
JSON key
Unflatten
Basic Auth
Headers
PUT Fire off a single PUT request as a form or JSON.
Payload_type
Data
Wrap Request In Array
File
Unflatten
Basic Auth
Headers
New Contribution Triggers when a new contribution (donation) succeeds in Switchboard.
Try It New Inbound Message Triggers when a supporter sends an inbound text message (reply) to your organization.
Try It Archive Phone List Archive a phone list, hiding it from the active lists view.
Bulk Update Phone Labels Apply add/remove label operations to many phones at once from a staged CSV. Stage the CSV with the Stage File Upload action first, then pass the Upload ID here. This runs asynchronously; poll the returned Job ID with the Find Job search to check completion.
Close Form Close a form to new submissions. The form stays visible but shows its closed message.
Create Broadcast Create a new broadcast for sending text messages to your phones.
Description
Phone List ID
Saved Search ID
Broadcast Message
Uploaded Media ID
Add Opt-Out Text
Organization ID
Create Email List Import an email list from a publicly accessible CSV file.
List Name
Email Column HeaderRequired
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
Create Form CSS Template Create a reusable CSS template for styling forms.
Create Phone Add a single phone contact to your Switchboard account.
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
Create Saved Search Create a saved search to dynamically target contacts by filter criteria.
Duplicate Form CSS Template Create a copy of an existing form CSS template.
Export Broadcast Messages Start an export of the phone messages sent in a specific broadcast. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
Export Email Blasts Start an export of all email blasts your organization has created. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
Export Email List Start an export of the emails in a specific email list. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
Export Opt Outs Start an export of opted-out phone numbers. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
Organization ID
Starting Date
Ending Date
Include Opted-Out Time
Include NGPVAN IDs
Include Is Valid
Phone Number Format
Hash Phone Numbers
Export Phone List Start an export of the phones in a specific phone list. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
Export Unsubscribes Start an export of unsubscribed email addresses. Creates an async job and returns a Job URL immediately — poll it with the Find Job search to retrieve the download (result) URL when the export completes.
Publish Form Publish a form’s draft schema so it goes live.
Resume Broadcast Resume a broadcast that is currently paused.
Send Broadcast Send an existing draft broadcast immediately.
Send Phone Message Send a one-off message to a phone number that already exists in your organization. (Beta)
Set Primary Shortlink Domain Set a shortlink domain as your organization’s primary domain.
Shortlink Domain IDRequired
Unarchive Phone List Restore a previously archived phone list to the active lists view.
Unpublish Form Remove a form’s published schema so it is no longer live.
Update Broadcast Update an existing broadcast. Only the fields you provide are changed; omitted fields are left as-is. Which fields can be edited depends on the broadcast status (draft, scheduled, paused).
Broadcast Title
Description
Phone List ID
Saved Search ID
Broadcast Message
Uploaded Media ID
Add Opt-Out Text
Scheduled Time
Update Email List Labels Add or remove labels from all contacts in an email list.
Update Form CSS Template Update a form CSS template’s name or CSS. Only provided fields are changed.
Update Messaging Client Enable or disable sticky sender on a messaging client (10DLC clients only).
Messaging Client IDRequired
Use Sticky SenderRequired
Update Phone List Update a phone list’s name, description, or acquisition cost. Only the fields you provide are changed.
List Name
Description
Acquisition Cost
Update Recurring Contribution Modify a recurring contribution. The API only allows reductions: a lower amount, or a less-frequent schedule. Changes take effect immediately, including the next scheduled charge.
Recurring Contribution IDRequired
Amount (cents)
Frequency
Upload Media Upload a media file for use in MMS broadcasts.
Find Broadcast Phone Messages List individual phone messages for a specific broadcast, showing recipient, delivery status, and timestamps.
Find Contribution Find a contribution (donation) by ID, or search by filter.
Find Contribution Payout Find a contributions payout by ID, or search by filter.
Find Email Blast Find an email blast by ID or search by filter.
Email Blast ID
Filter
Include HTML Content
Include Text Content
Find Email List Find an email list by ID or search by filter.
Find Form Find a form by ID, or search by filter.
Find Form Performance Retrieve performance metrics for a form: views, responses, emails/phones collected, and attributed donations.
Find Invoice Find an invoice by ID, or search by filter.
Find Keyword Find an automated-reply keyword by ID, or list keywords.
Find Media Find uploaded media by ID or search by filter.
Find NGPVAN Keys List the NGPVAN / EveryAction database connections configured for your organization.
Find Payment Method Find a saved payment method by ID, or list saved payment methods.
Find Phone Find a phone contact by number or search by filter.
Phone Number
Filter
Organization ID
Find Phone Messages List all messages associated with a specific phone number in your organization. (Beta)
Find Saved Search Find a saved search by ID or search by filter.
Find SQL Mirror Dataset Find SQL mirror datasets in your organization. SQL mirror datasets are BigQuery datasets that mirror your Switchboard data for SQL-based analytics.
Who Am I Verify your API credentials and view the organizations and roles associated with your account. Useful for multi-org API keys to discover organization IDs.
Catch Hook Triggers when a POST, PUT, or GET request is made to a Zapier URL.
Try It Custom Request Fire off a custom request by providing raw details. Very flexible but unforgiving.
Data Pass-Through?
Data
Unflatten
Basic Auth
Headers
Return Raw Response
POST Fire off a single POST request as a form or JSON.
Payload_type
Data
Wrap Request In Array
File
Unflatten
Basic Auth
Headers
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Connect Zapier MCP Typescript Call from code with the Zapier SDK Trigger Switchboard Platform and Webhooks by Zapier actions from backend services, scripts, or agent code.
Install
# TypeScript / Node
npm install @zapier/zapier-sdk Run an action
import { createZapierSdk } from '@zapier/zapier-sdk';
const zapier = createZapierSdk();
await zapier.runAction({ /* switchboard-platform / webhook action */ }); Run the SDK docs There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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About Switchboard Platform Switchboard Platform is a tool to segment audiences and communicate directly with your organization's supporters.
Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.
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