Zapier Integrations

This is done by creating Zaps- each of which consist of a trigger and action.

Zapier integrations can be set up by account owners and team members with relevant permissions. In addition, staff members with the relevant permissions can take actions. Staff members who do not have the relevant permissions will not be able to view the Zap action or trigger banner.

Note

Zapier is only available at the account level. Individual sites cannot connect to different Zapier accounts.

Following is a table with the available Zaps:

Zap	Action or Trigger	Permission	Plan
New form response	Trigger		Team or higher
Published blog post	Trigger	Blog	Team or higher
New or updated third party store order	Trigger	Store	Team or higher
New native store order	Trigger		Team or higher
Create or update product in native store	Action		Team or higher
New or updated site comment	Trigger	Site comments	Team or higher
New, updated, or deleted member	Trigger		Team or higher
Add collection row	Action		Agency or higher
Update content library	Action	Content library	Custom
Create site	Action	Create sites	Custom

Create a Zap

We offer Zap templates for you to use. To access the templates, open your Dashboard and click Business Tools in the top navigation menu, then select Zapier.

To create Zaps:

Sign up or login to your Zapier account.
Under App Event, search for Book Like A Boss.
Under Trigger Event, choose an event.
Click Continue.
Select your Book Like A Boss account, and follow the instructions to log in.
Click Test trigger, and then click Continue.
Under App Event, search for the app you want to perform an action when the event is triggered (for example, Slack).
Follow instructions to connect the app and set up the action, and then click Test & Continue.
Click Turn Zap On.

For more help creating Zaps, visit the Zapier help center.

Change Shared Zaps to Another User

You can change ownership of a shared Zap to another user, as long as they are also a member of the same Zap Team account and have the relevant permissions. To learn how, see Change shared Zaps to another user.

Updated on: 06/01/2026

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