Zengine

Zengine Integrations

  • Send Gmail messages when Zengine records are updated

    Notify specified recipients of a newly updated record on Zengine using this Zapier automation. When a record is updated in Zengine, an email will be sent from Gmail. If someone needs to stay on top of updated details, make your life easier and automate the process.

    How It Works

    1. A record is updated in Zengine
    2. Zapier sends a message with Gmail

    What You Need

    • Zengine account
    • Gmail account
  • Email notification for new Zengine record

    If you aren't used to checking certain Zengine workspaces or forms, then getting notifications when a new record is added can help make sure nothing is missed. This Zapier integration sends an email for any new record on a Zengine form.

    How It Works

    1. A new record is added to a Zengine form, either within the application or via a webform
    2. Zapier sends an email notification

    What You Need

    • Zengine account
    • Zapier account
  • Share new Zengine records via a Gmail email

    Trigger email communications to send for any new records created on Zengine. This Zapier automation will instantly send emails from Gmail whenever a new Zengine record is added. If need to be notified whenever records are added to Zengine, or want to pass on the details to other recipients, do it the easy way!

    How It Works

    1. A new record is created in Zengine
    2. Zapier sends a message from Gmail

    What You Need

    • Zengine account
    • Gmail account
  • Get Slack notifications for new Zengine records

    If details matter, you can push any data from the new Zengine record to your Slack channel. This integration provides a quick way to know whenever your Zengine form has been filled out.

    How It Works

    1. A new Zengine record is created
    2. Zapier posts a notification to the designated Slack channel

    What You Need

    • Zengine account
    • Slack account
  • Create Google Calendar events from Zengine records

    Wish you had a way to create your own customized booking system and connect to a calendar? Zengine and Zapier can help. Create any app you might need to with Zengine, and connect it to Google Calendar automatically via Zapier.

    How It Works

    1. You have a new Zengine record
    2. Zapier automatically creates a Google Calendar entry

    What You Need

    • Zengine account
    • Google Calendar account
  • Add new Zengine event to Google Calendar

    Zengine is a great place to track events related to other items, like projects or customers. But on a day to day basis, you're more likely to check your calendar for upcoming events. With this integration, easily send new Zengine events over to Google Calendar automatically.

    Note: This Zapier integration doesn't import previously entered events into Google Calendar, only new events after you've set it up.

    How It Works

    1. Someone adds an event to a Zengine workspace you have access to
    2. Zapier adds that event to your Google Calendar

    What You Need

    • Zengine account
    • Google account
  • Add new contacts to Sendwithus drips via Zengine records

    Everyone has their own workflow, something that works well just for them. Wouldn't it be great if you could automate as much of that workflow as possible? Connect apps like Zengine and Sendwithus together via Zapier for quick and easy automations that save time.

    How It Works

    1. A new record is created in Zengine
    2. Zapier automatically adds the info to an existing Sendwithus drip campaign

    What You Need

    • Zengine account
    • Sendwithus account
  • Send Wufoo entries to Zengine

    Wufoo is a great way to collect data from external users, but doesn't give you a great way to track, organize, and manage any business processes that occur after the information is submitted. This integration automatically sends new Wufoo entries to Zengine so that your team can work collaboratively with the data.

    How It Works

    1. Someone submits an entry to a Wufoo form
    2. Zapier creates a new record in Zengine based on this entry

    What You Need

    • Zengine account
    • Wufoo account
  • Create personalized documents from Zengine using WebMerge

    This integration provides an easy way to create personalized documents - such as contracts, invoices, and letters - based on data you store in Zengine.

    How It Works

    1. A new record is created in Zengine
    2. Zapier automatically creates a new document in WebMerge

    What You Need

    • Zengine account
    • WebMerge account with a Documents Template
  • Send InfusionSoft contacts to Zengine

    Track your InfusionSoft leads beyond the prospecting phase by sending them to Zengine, where you will be able to track unlimited custom data and followups.

    Note: This Zapier integration doesn't import previous contacts from InfusionSoft, only new ones that are submitted after you've set it up.

    How It Works

    1. A new contact is created in Infusionsoft
    2. New contacts are added to Zengine as new records.

    What You Need

    • Zengine account
    • InfusionSoft account
  • Send new Zengine record alerts through Twilio SMS messages

    Use this Zengine Twilio integration to get alerts via SMS as soon as there is a new record added. You can also use this integration to send a confirmation SMS to the person who completed the form if one of the form fields is a phone number.

    How It Works

    1. A new record is submitted in Zengine
    2. Zapier sends a SMS message via Twilio

    What You Need

    • Zengine account
    • Twilio account
  • Add new Zengine record to Quickbooks as a customer

    Tired of copying and pasting data into Quickbooks from your CRM? This integration sends new Zengine records to Quickbooks as new customers.

    How It Works

    1. A new record is created in Zengine
    2. Zapier copies the contact data and use it to create a new customer in Quickbooks

    What You Need

    • Zengine account
    • Quickbooks account
  • Parse emails into new Zengine records

    Rather than copying and pasting from an email into Zengine, Zapier will watch your Email Parser account for new messages. Whenever an email comes in, Zapier will copy the information and add it as a new record in a Zengine form. This is great for accepting resumes, new orders, support requests, and any other process that is kicked off by an email.

    How It Works

    1. An email is sent to the email parser
    2. Zapier will parse the email and create a record in Zengine based on your field mappings ## What You Need
    • Zapier email parser account
    • Zengine account
  • Add new Zengine tasks to Google tasks

    Need to keep different task systems in tandem? Have Zapier automatically add a task to the Google Task list each time a task gets entered into Zengine.

    How It Works

    1. A new task is created in Zengine
    2. Zapier creates the same task in Google Tasks

    What You Need

    • Zengine Account
    • Google Account
  • Log Cognito Forms entries to Zengine

    Integrate your form with Zengine using this Zapier automation. Easily create new records in Zengine for every submission coming through on Cognito Forms. Capture and store your contacts in one go, without any manual work!

    How It Works

    1. A new entry is made on Cognito Forms
    2. Zapier saves the entry as a record in Zengine

    What You Need

    • Cognito Forms account
    • Zengine account
  • Save new Gmail emails to Zengine

    Keep tabs on email communications between your team/s and clients. This Zapier automation will create new Zengine records every time an email is created in Gmail. Easily refer to your email communications from Zengine, and avoid the frustration of scouring inboxes.

    How It Works

    1. A new email is received in Gmail (optionally in a specific inbox or label)
    2. Zapier saves relevant details on a record in Zengine

    What You Need

    • Gmail account
    • Zengine account
  • Add new Zengine records to a MySQL database

    Build a database of Zengine records in MySQL without any copying and pasting. This Zapier automation will add new Zengine records as new rows on MySQL. Instantaneously manage your Zengine data from MySQL, or use Zapier to automatically backup everything from Zengine.

    How It Works

    1. A new record is created in Zengine
    2. Zapier adds the record as a row on MySQL

    What You Need

    • Zengine account
    • MySQL account
  • Send emails from Sendwithus with new Zengine records

    Need to each out to your contacts stored on Zengine? We can ensure your transactional email never lags behind your records if you set up this Zapier automation. It will then trigger with every new record on Zengine, automatically sending out a new email from Sendwithus with all the information you need from it.

    How It Works

    1. A new record is added on Zengine
    2. Zapier automatically sends an email from Sendwithus

    What You Need

    • Zengine account
    • Sendwithus account
  • Send SMS messages for new Zengine records

    Trigger SMS communications every time a new record is added in Zengine. Whether you're welcoming the new contact, or notifying other recipients, use this Zapier automation to make this touch point a breeze. When a new record is added in Zengine, an SMS will be sent to specified recipients so they'll be notified as soon as new data is added.

    How It Works

    1. A new record is added in Zengine
    2. Zapier sends a SMS

    What You Need

    • Zengine account
    • Zapier account
  • Create a HelpScout conversation from Zengine

    Let customers and prospects contact you with a Zengine form on your website, then continue the conversation in HelpScout.

    How It Works

    1. Add a Zengine webform to your page to allow your users to contact you.
    2. Every time someone submits the webform, a new Zengine record will be created and sent to HelpScout. From there your team can keep the conversation going with the customer.

    What You Need

    • Zengine account, with a form configured to accept an email address and message from the user.
    • HelpScout account
  • Automatically populate WebMerge document templates from Zengine

    Looking for a way to automatically populate documents (quotes, contracts, reports, etc) with data from Zengine workspaces? Add this Zengine-WebMerge integration and Zapier will automatically send data from records in Zengine to WebMerge to populate invoices, proposals, and more.

    Note: you will need a WebMerge account with a Document Template to use this Zap.

    How this Zengine-WebMerge integration works

    1. A record is updated in Zengine
    2. Zapier sends data over to a WebMerge document

    Apps involved

    • Zengine
    • WebMerge
  • Add new Zengine record to MailChimp as a contact

    Zengine is a great place to capture new contacts via a webform, or track other contacts you do business with. But often you want to communicate with those contacts. The Zengine - MailChimp integration makes it easy to keep your email list up to date.

    *Note: This Zapier integration doesn't import existing contacts, only new contacts added after you've set up the integration.

    How It Works

    1. A new contact is added to Zengine as a record, either by a Zengine user or via webform
    2. Zapier adds that person to a MailChimp list

    What You Need

    • Zengine account, with a form that collects email addresses
    • MailChimp account

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Zengine Integration Details

Launched on Zapier November 25, 2013

Zapier combines Triggers (like "New Task") and Actions (like "Update Record") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

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

New Task

Triggers when a new task is added.

Updated Record

Triggers when any record is updated in a form of your choice.

New Record

Triggers when a new record is added to a form of your choice.

New Event

Triggers when a new event is added.

Update Record

Updates a record.

New Comment

Adds a comment to a record or workspace.

New Record

Adds a record to a form.

Upload File to Field

Uploads a file, which can then be saved to a file upload field in a New Record or Update Record action.

Find Record

Finds an existing record.

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Become a Zapier Integration Partner

Zengine is a cloud-based platform that empowers a non-technical person to quickly build custom business applications. Zengine can be used to track customers, job candidates, projects or more and replaces paper processes, outgrown spreadsheets, or generic software products.