Few things these days radically change the environment for technology application in our daily lives. That may not be a bad thing. But when an innovation happens, that can significantly change how we work and the efficiencies of life, then it’s important we stay tuned to those changes. Zapier is one of these epic shifts in technology that we’re pleased to now have a robust integration for ServiceReef.
What is Zapier?
You can read all about this on your own but here’s how we explain this. For years, if you wanted to integrate two systems together, someone would have to create a significant custom solution to have System A talk to System B. Those projects were never simple. Zapier came along and said, “Wait! Why don’t you all just talk to us and we’ll translate the data between each of your systems?”. What was so brilliant about this idea is the power it created for us normal folk to tie out systems and data together for a more powerful result.
How does it work?
Each system you use has a repository of data, for example, in ServiceReef you have member data, transaction/donation data, and activity data on your members. Many of you also use other systems like MailChimp, Salesforce, Quickbooks or any number of other options. Zapier has integrations with 1400+ platforms so that you can have one platform share data to another. Here’s an example: Let’s say you want to have Mailchimp, after a new account has been created in ServiceReef, add the new contact to one of the Mailchimp Audiences for which you have or plan to create an email campaign. Zapier allows you to create these workflows so that a trigger, that can automate any number of things in Mailchimp, is created when someone creates an account.
How would I start utilizing this integration?
First, don’t touch the technology! What?! First you need to have a plan for what other tools you are using, why you are using them, and how you want ServiceReef to integrate with them. We recommend you think first about nurturing your members and how you can best guide and care for them. Here are a few examples:
- New members receive an introduction email series
- Members who go beyond creating an account and apply for an opportunity or make a donation should be commended
- Individuals who take their time to participate in tracks should be updated when new items are added or congratulated when they complete them.
The list is endless, literally! What you need to consider is how you can best guide and take care of your audience. Many other tools, like Active Campaign or Salesforce, have CRM type tools that may never exist on ServiceReef. This is why this integration is so powerful to help you have all of your community engagement from ServiceReef sync with your CRM tools on the backend with ease.
*NOTE: A Zapier account is required for this integration.
If you are unsure what Zapier is, here is a quick guide to the process: Zapier Guide
Triggers: The following triggers will be added to allow organizations to trigger an action in Zapier based on one of the following events occurring in Service Reef.
Category | Trigger | Data Points |
Members | Account Created | ● Date Registered ● Member Info ○ User Id ○ First Name ○ Last Name ○ Username ○ Phone ○ DOB ○ Profile Picture ○ Address ○ Passport Info |
| Profile Updated | ● Date Updated ● Member Info |
Opportunities | Registered for Opportunity
| ● Opportunity Info ○ Opportunity Id ○ Opportunity Type ○ Opportunity Name ○ Start Date ○ End Date ○ Url ● Member Info ● Registration Info ○ Date Registered ○ Status ○ Application Answers ○ Time Slots (If repeating opportunity) ● Payment Info (if applicable) ○ Amount ○ Last 4 CC |
| Approved for Opportunity | ● Opportunity Info ● Member Info ● Registration Info ● Payment Info (if applicable) ● Approval Info ○ Date Approved ○ Approved By |
| Declined for Opportunity | ● Opportunity Info ● Member Info ● Registration Info ● Payment Info (if applicable) ● Declined Info ○ Date Declined ○ Declined By |
| Task Completed | ● Opportunity Info ● Member Info ● Registration Info ● Task Info ○ Task Title ○ Task Type ○ Task Due Date ● Task Completion Info ○ Completed On ○ Completed By ○ Files ○ Form Responses |
Pipelines | Member Added to Pipeline | ● Pipeline Info ○ Pipeline Name ○ If members can view progress in Pipeline ● Member Info ● Added to Stage Info ○ Stage Name ○ Date Added |
| Member Moved to New Stage in Pipeline | ● Pipeline Info ○ Pipeline Name ○ If members can view progress in Pipeline ● Member Info ● Added to Stage Info ○ Stage Name ○ Date Added |
| Member Completed Pipeline | ● Pipeline Info ● Member Info ● Moved From Stage Info ● Moved To Stage Info |
| Member Removed from Pipeline | ● Pipeline Info ● Member Info ● Moved From Stage Info |
Tracks | Member Subscribed to Track | ● Track Info ○ Track Name ○ Completion Order ○ Due Date ● Member Info |
| Task Completed | ● Track Info ● Task Info ○ Task Name ○ Task Type ○ Task Due Date ● Task Completion Info ○ Date Completed ○ Completed By ○ Files ○ Forms ○ References ○ Payment ● Member Info ● Subscriber Info ○ % Complete |
| Track Completed | ● Track Info ● Member Info ● Subscriber Info ● Track Completion Info ○ Date Completed |
Donations | Donation Made | ● Donation Info ○ Id ○ Donation Date ○ Amount ○ Opportunity (if applicable) ○ Designation (if applicable) ○ Order # ○ External ID ● Donor Info ○ First Name ○ Last Name ○ Phone ○ Address ○ Regular Attender ● Payment Info ○ Last 4 CC ○ CC Expiration ○ Payment Provider Transaction Id ● Member Info |
Actions: The following actions will be available to allow organizations to update data in Service Reef based on events triggered in Zapier.
Category | Trigger | Data Points |
Members | Update Profile | ● Member Info ○ First Name ○ Last Name ○ Phone ○ DOB ○ Profile Picture ○ Address ○ Passport Info |
Donations | Record Donation | ● Donation Info ○ Donation Date ○ Amount ○ Opportunity (optional) ○ Designation (optional) ○ Description ○ Anonymous ○ External ID ● Donor Info ○ First Name ○ Last Name ○ Phone ○ Address ○ Regular Attender ● Member Info ○ User Id (optional) |
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