Connecting creavio to Zapier
Zapier connects creavio to over 5,000 other apps. When something happens in creavio (a new client, a paid invoice, a completed booking), Zapier can automatically trigger an action in another app. No coding required.
How It Works
Zapier uses a trigger-action model:
- Trigger: Something happens in creavio (e.g., "New Client Added")
- Action: Zapier does something in another app (e.g., "Add Row to Google Sheet")
A "Zap" is one trigger connected to one or more actions. You can chain multiple actions together in a single Zap.
Setting Up the Connection
Step 1: Get Your API Key
In creavio, go to Settings > API Keys. Click Generate New Key. Name it "Zapier" so you can identify it later. Copy the key.
Step 2: Connect in Zapier
- Log into zapier.com
- Click Create Zap
- Search for "creavio" in the app directory
- Select creavio as your trigger app
- Paste your API key when prompted
- Test the connection
Available Triggers
creavio sends these events to Zapier:
- New Client: Fires when a new client record is created
- New Booking: Fires when a session is booked
- Invoice Paid: Fires when an invoice is fully paid
- Contract Signed: Fires when a client signs a contract
- Gallery Delivered: Fires when a Collection is published and shared
- Form Submitted: Fires when a client submits a questionnaire or contact form
Available Actions
Zapier can push data into creavio:
- Create Client: Add a new client record from an external source
- Create Invoice: Generate an invoice from external data
- Add Note: Append a note to an existing client record
- Update Client: Modify client information
Popular Recipes for Photographers
New Client to Google Sheet
Track every new client in a Google Sheet for easy reporting. Trigger: New Client in creavio. Action: Add Row to Google Sheets. Map fields: name, email, phone, session type, date.
Invoice Paid to Accounting
When a creavio invoice is paid, create a corresponding entry in QuickBooks or Wave. Keeps your accounting in sync without manual data entry.
New Booking to Slack
Get a Slack notification in your studio channel every time a new session is booked. Useful for multi-photographer studios where the team needs to see incoming bookings in real time.
Form Submission to Email
When a contact form is submitted on your creavio website, send yourself a formatted email with all the details. Backup notification in case you miss the in-app alert.
Gallery Delivered to Follow-Up
When you publish a gallery, trigger a delayed email sequence in your email marketing tool. Day 1: check-in. Day 7: review request. Day 30: print offer.
Advanced: Multi-Step Zaps
Chain multiple actions together. Example: when an invoice is paid, (1) add a row to Google Sheets, (2) send a Slack notification, (3) create a task in Asana to prepare the gallery. Multi-step Zaps require a Zapier paid plan.
Troubleshooting
Zap not firing: Check that your API key is active in creavio Settings. Zapier also has a polling interval (5-15 minutes on free plans). Events are not instant.
Missing data: Make sure the trigger event actually contains the fields you are trying to map. Test the trigger in Zapier to see the available data.
Rate limits: creavio's API allows 100 requests per minute per key. For most Zapier workflows, this is more than enough.