This documentation will guide you through the various features of this Zapier connector, in particular the triggers and actions it supports, as well as the configurations required to connect your AZEOO account to other software.

Zapier lets you work more efficiently by connecting your online software with AZEOO to create automated tasks.

Here are a few examples :

Zapier supports hundreds of online applications, so you can create an infinite number of tasks to automate the repetitive and sometimes tedious aspects of your business.

And best of all, there's no need to code, because Zapier offers an easy-to-use interface!

A zap is an automated task that you want to run repeatedly between two online programs. A zap consists of a trigger and an action :

When it happens (trigger), do something about it (action).

Once you've created your zap, Zapier checks every few minutes to see if new data is available. If the zap is triggered, Zapier will automatically execute the action! There's no need to get involved - your data will pass from one program to another automatically.

To use this connector, you need to obtain an access key from AZEOO support. To do this, from your AZEOO account, go to the support chat (bottom right) and tell our support team that you'd like to obtain this Zapier key.

The AZEOO connector exposes triggers (Triggers) and actions (Actions), used from within Zapier.

Triggers when a new client is added to your AZEOO account. Accessible parameters :

Triggered when a customer is updated on your AZEOO account. Accessible parameters :

Triggered when a customer is deleted from your AZEOO account. Accessible parameters :

Triggered when the monitored customer group is added to a customer on your AZEOO account. Accessible parameters :

Triggered when the monitored group is deleted from a customer on your AZEOO account. Accessible parameters :

Allows you to create a customer in your AZEOO account.

Allows you to modify a customer in your AZEOO account (linked by email).

Allows you to delete a customer from your AZEOO account (linked by email).

Click on the "+ Create" button :

Click on the Trigger cell :

Then search for "azeoo" in the search bar, and select the choice proposed by Zapier :

The list of AZEOO connector triggers is then available. Select the trigger you need :

You need to identify your AZEOO account so that Zapier can use the AZEOO connector. To do this, click on "Account" :

Then click on "Sign in" button :

A new window appears, in which you must enter the API key provided by AZEOO:

The AZEOO connector is now operational, and you can use triggers to perform actions to external software programs also supported by Zapier.

Let's take the example of the Systeme.io software.

When the "Create Client" trigger is launched, you can add an action using Systeme.io to create a new client on this platform.

On the AZEOO connector, select the "Create Client" event :

On the Systeme.io connector, select the "Create or Update a Contact" event :

Then set the input elements (Email, First Name and Last Name):

Once finished, click on the "Continue" button:

Now publish your Zap so that it becomes active, by clicking on the "Publish" button :

Once Zap has been published, test your connection. The creation of a client on Systeme.io will then be instantaneous when AZEOO's "Create Client" trigger is launched.

When the "Delete Client" trigger runs, you can add an action using Systeme.io to delete a client on this platform.

Add a new Zap, following the same principle as for Adding a client.

On the AZEOO connector, select the "Delete Client" event. On the Systeme.io connector, choose the "Create or Update a Contact" event, setting the input elements (Tag, which is the targeted AZEOO customer group, Email, which is the email address of the customer to be deleted).

When the "Update Client" trigger is launched, you can add an action using Systeme.io to update a client on this platform. The information updated is the name, first name and e-mail address.

Add a new Zap, following the same principle as for Adding a client.

On the AZEOO connector, select the "Delete Client" event. On the Systeme.io connector, choose the "Create or Update a Contact" event, setting the input elements (Tag, which is the targeted AZEOO customer group, First Name, Last Name Email, which is the customer email to be updated).

When the "Remove Group" trigger is launched, you can add an action using Systeme.io to remove a tag on a customer on this platform (to be considered as deleted).

Add a new Zap, following the same principle as for Adding a client.

On the AZEOO connector, select the "Remove Group" event. On the Systeme.io connector, choose the "Remove tag" event, setting the input elements (Tag, which is the targeted AZEOO customer group, Email, which is the customer email on which the tag is to be removed).

When the "New Tag added to Contact" trigger runs, you can add an action using AZEOO to create a new customer on your account.

Create a new Zap, setting Systeme.io as Trigger and AZEOO as Actions:

On the Systeme.io connector, select the "New Tag added to Contact" event, then click on the "Continue" button:

Then make sure you select the tag to be monitored, as the creation of a new client from Systeme.io to AZEOO depends on this monitoring. Then click on "To continue, finish required field" :

On the AZEOO connector, select the "Add Client or Update Client" event, then click on the "Continue" button:

Fill in the AZEOO connector information with the data received from Systeme.io. This action will create a client in AZEOO when a client with a tag is added in Systeme.io.

Now publish your Zap so that it becomes active, by clicking on the “Publish” button:

Once Zap is published, test your connection. The creation of a customer on AZEOO will then be done instantly when the Systeme.io “New Tag added to Contact” trigger is launched.

When the "New Tag added to Contact" trigger fires, you can add an action using AZEOO to update a customer on your account.

Please follow the exact same steps as Add a client..

On the Systeme.io connector, choose the “New Tag added to Contact” Event. On the AZEOO connector, choose the "Update Client" Event by configuring the input elements (Tag which is the group of clients on AZEOO targeted, First Name, Last Name and Email).

When the "New Tag added to Contact" trigger fires, you can add an action using AZEOO to remove a customer from your account.

Please follow the exact same steps as Add a client.

On the Systeme.io connector, choose the “New Tag added to Contact” Event. On the AZEOO connector, choose the “Delete Client” Event by configuring the input elements (Tag which is the group of clients on targeted AZEOO and Email of the targeted client).