How to use Zapier to connect BRANDED IAM-managed services with other business tools — and how our team can help you set it up.
Zapier is a no-code automation platform that connects thousands of apps with simple "if this, then that" workflows called Zaps. It's particularly useful for connecting business tools that don't have native integrations with each other.
Common Zapier Use Cases for BRANDED IAM Clients
- Website form → CRM: When someone submits a contact form on your website, automatically create a lead record in your CRM (Salesforce, HubSpot, etc.).
- Payment notification → accounting: When a Stripe payment is received, automatically create an invoice in QuickBooks or FreshBooks.
- New ticket → Slack notification: When a support ticket is submitted, send a message to a Slack channel so the right team member knows immediately.
- Calendar event → reminder email: Automatically send a reminder email to clients 24 hours before a scheduled call.
What You'll Need
- A Zapier account (free tier supports up to 5 Zaps with 100 tasks/month; paid tiers for higher volume).
- API access or Zapier app credentials for each service you want to connect.
- A clear description of the trigger (what starts the automation) and the action (what should happen as a result).
Getting Help Setting Up Zapier
Submit a ticket under Technical & Integrations → Zapier Setup. Include the two apps you want to connect and what the Zap should do. Our team can configure up to 3 Zaps per request as part of Business and Managed plan services.