Recipes #
Common end-to-end Zaps. Each is Trigger → Action.
Keep your directory in sync with HR/CRM #
- New/updated employee (BambooHR, Workday, Rippling, Salesforce, a Google Sheet…) → Create or Update Team Member.
- Set Match Existing By = Employee/External ID so an email change updates the same person instead of creating a duplicate.
Offboarding #
- Employee terminated/deactivated → Deactivate Team Member (reversible; frees a seat and stops automated cards). Use Delete only for GDPR erasure.
Send a card on an event #
- New row / form submission / donation / order → Send eCard (email it now, or set Send At to schedule).
Share a link to chat #
- Send eCard with Generate Share Link = Yes → post the returned Share URL to Slack, Teams, SMS, or a CRM note.
Log every send #
- New eCard Sent via Email → Add Row (Google Sheets) / Send Channel Message (Slack) to keep a running record of every eCard your team sends.
Two-way sync (avoid loops) #
- Updated Team Member → push the change back to your source
system. Use the trigger's
sourcefield to ignore events your own integration caused.
Initial backfill of a large directory #
- Use the in-app spreadsheet importer for the one-time bulk load, then let Zapier handle ongoing deltas. (The importer does not fire member triggers.)