Zapier FAQs

What is Zapier?

Zapier empowers users to automate work across 5,000+ apps—including social media, Google, Asana, Calendly, Salesforce, MS Outlook and more. Using customizable paths, a Zap can perform different actions based on if/then logic (no-code automation). A single Zap can have up to 100 actions, so you can have Zapier do even more of your work for you.

For example, automate a thank you note when a customer purchases a product. Or, stay organized presale – have new leads entered into the system automatically. 

Do I need to sign up for a Zapier account?

Yes, an account is required to use Zapier. You can sign up for a free trial account here, and information on paid plans can be found here.

Is a Zapier account included with my Nextiva subscription?

No, Nextiva does not include a Zapier account with any of our subscription plans. However, the Nextiva Zapier app is available with all Zapier plans.

What Zapier plan should I choose?

The Nextiva Zapier app is available with all Zapier plans. Otherwise, it’s up to you – information on what’s included with each Zapier plan can be found here.

What is a Zap?

A Zap is an automated workflow in Zapier that connects two or more apps.

Which Nextiva app should I choose?

For most customers, the Nextiva app WITHOUT the word SANDBOX is the correct app to choose. Nextiva sandbox accounts are only created upon request and are subject to approval.

What is a trigger?

A Zapier trigger is an event that starts (triggers) a workflow. Currently, Nextiva offers 4 triggers:

  • New Missed Call
  • New Contact
  • New Received Call
  • New Voicemail

For more information on Zapier triggers, click here.

Which trigger should I choose?

The trigger you choose depends on the workflow you are trying to implement. If your workflow must start every time you receive a voicemail, then select New Voicemail. Alternatively, if your workflow must start every time you miss a call, then select New Missed Call.

How can I request a new trigger?

To request that a new trigger be added to Nextiva’s Zapier app, contact a Nextiva representative. To contact Nextiva’s amazing support team, click here.

Where can I find my username and password?

The username required to use Zapier is likely not the same username and password used to log in to Nextiva’s other tools (the Nextiva App). Contact your Nextiva administrator to obtain your username and coordinate a password reset, if necessary.

Where can I find the contact that was created?

For instructions on how to access the Personal Phone List where contacts are stored, please contact a Nextiva representative. To contact Nextiva’s amazing support team, click here.

How can I add a contact to test my trigger?

For instructions on how to access the Personal Phone List where contacts are stored, please contact a Nextiva representative. To contact Nextiva’s amazing support team, click here.

What is an action?

A Zapier action is an event performed by a Zap after it is triggered.

For more information on Zapier actions, click here.

How can I request a new action?

To request a new action be added to Nextiva’s Zapier app, contact a Nextiva representative. To contact Nextiva’s amazing support team, click here.

To request a new action be added to another organization’s Zapier app, contact a representative for that organization.

How can I request a new Zapier app?

Not all organizations have a Zapier app. To request one, contact a representative for that organization.

Why is my action taking so long?

The frequency with which your Zap updates (looks for new data) depends on the Zapier plan to which you subscribed. For more information, click here.

Why is my Zap no longer working?

First, make sure your Zap is using your current Nextiva username and password. For more information, click here.

Also, each Zapier plan limits the number of tasks that can be performed per billing cycle. For more information, click here.

What is a task?

A task is an action your Zap successfully completes. For example, if your Zap has an action to create new Nextiva contacts, each contact that is created will count as one task.

Why can’t I create a new Zap?

Some Zapier plans limit the number of Zaps you can create. For more information, click here.

Why can’t I add an action to a Zap?

Multi-step Zaps, to which you can add multiple actions, are only available with paid plans. For more information, click here.

Need additional help? Click here.

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