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Campaign Refinery
Campaign Refinery
1. Choose trigger event
Filter by Zapier
Filter by Zapier
2. Choose action
1. Select the event
Setup
Test
Campaign Refinery
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Broadcast" from Campaign Refinery.
Add your action
An action happens after the trigger—such as "Only continue if..." in Filter by Zapier.
You’re connected!
Zapier seamlessly connects Campaign Refinery and Filter 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.
Create a new record or update an existing record in your app.
Broadcast
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Campaign
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email
Required
First_name
Last_name
Name (Instead of First and Last Name)
Form_id
Tags
Goal_id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Campaign Name
Required
Campaign Type
Required
Campaign Description
Email Design System
Required
Footer
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Group Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Goal Name
Required
Goal Match Type
Tag UUIDs
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Campaign
Sequence
Required
Event Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Broadcast
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Campaign
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Campaign
Sequence
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Tag UUID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Broadcast
Required
Send ASAP
Scheduled At
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Recipient Email
Required
HTML Content
Subject
Message
Footer
Email Design System
Sending Domain
From Name
From Email
Reply-To Name
Reply-To Email
To Name
Preview Text
Custom Parameters
Custom Headers
Suppression List UUIDs
Defer Contact Clean
Attachments
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email
Required
First Name
Last Name
Full Name (Fallback for First/Last)
Contact UUID (for Update)
Form
Goal
Campaign (for Sequence Filter)
Sequences
Tags
Domain (Sub-Account)
Create Only (Skip Update if Exists)
Custom Attributes (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Broadcast
Required
Message: Email Design System
Required
Message: Footer
Required
Message: Subject
Required
Message: Internal Name
Message: From Name
Message: From Email
Message: Reply-To Name
Message: Reply-To Email
Message: Preview Text
Message: HTML Content
Message: Raw HTML Content
Message: Use Raw HTML Content
Message: Reply Tracking
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Campaign
Required
Campaign Name
Required
Campaign Type
Required
Campaign Description
Email Design System
Required
Footer
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Custom Attribute UUID
Required
Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Goal UUID
Required
Goal Name
Required
Goal Match Type
Tag UUIDs
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Campaign
Sequence
Event
Required
Event Name
Email Delivery System
Email Name
Email Subject
Footer
Email Body
Custom Email Body
Use Custom Email Body
Email Preview Text
From Name
From Email
Reply-To Name
Reply-To Email
Email Recipient
Delay Days
Delay Hours
Delay Minutes
Delay Seconds
Run on Mondays
Run on Tuesdays
Run on Wednesdays
Run on Thursdays
Run on Fridays
Run on Saturdays
Run on Sundays
Run Immediately
Run At Hour (0-23)
Run At Minute (0-59)
Tags
URL
Content Type
Params
Param Names
Param Values
Header Names
Header Values
Clone From Field
Clone To Field
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Custom Attribute Key
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Limit
Only Contacts With Tag UUIDs
Exclude Contacts With Tag UUIDs
Action
This is an event a Zap performs.
Search
Find existing data in your app
Email
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Only continue if...
Required
Action
This is an event a Zap performs.
Filter
Set conditions for when a specific action should run in your Zap.
For AI agents & developers
Use Campaign Refinery and Filter by Zapier with AI agents and code
Beyond Zap workflows. Call Campaign Refinery and Filter by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Campaign Refinery and Filter by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Form
Only continue if...
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Campaign Refinery and Filter by Zapier to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Filter by Zapier on the Zapier blog
Make work flow with AI
Level up your Campaign Refinery to Filter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Campaign Refinery is an email marketing platform for broadcasts, contact management & automated sequences with list cleaning and deliverability optimization.
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
