Intro to the Kindful Zapier App

Learn more about how you can import Contacts and Transactions into Kindful from many popular tools using Zapier.


What is Zapier?

Zapier (rhymes with happier) empowers you to connect Kindful with the other apps you use to run your business.

Zapier thinks about software integrations in terms of “Triggers” and “Actions.” Activity in one app triggers a resulting action in another app, without you needing to do any work.

Connecting two apps together is called making a “Zap.” Zapier lives in the middle, monitoring your triggers and initiating actions in whatever workflow you establish. You can sign up for a free Zapier account at www.zapier.com.

 
Examples of tasks you can set up in Zapier:
 
Create Contacts in Kindful:
  • Use Constant Contact to create a Kindful Contact
  • Use MailChimp to create a Kindful Contact
  • New Twitter follower triggers Create a new Kindful Contact
  • New Email + Label triggers Create a new Kindful Contact
Create Transactions in Kindful:
  • Use WooCommerce to create a Kindful Transaction with Contact
  • Use Shopify to create a Kindful Transaction with Contact
  • Use Squarespace to create a Kindful Transaction with Contact
Create Contacts or Transactions in Kindful:
  • Use Wufoo entries to create a Kindful Contact
  • Use Wufoo entries to create a Kindful Transaction with Contact
  • Use Google Forms to a Kindful Transaction with Contact
  • Use Google Forms to a Kindful Contact
  • Use Type Forms to a Kindful Transaction with Contact
  • Use Type Forms to a Kindful Contact
  • Use Gravity Forms to a Kindful Transaction with Contact
  • Use Gravity Forms to a Kindful Contact
  • Use FormStack to a Kindful Transaction with Contact
  • Use FormStack to a Kindful Contact

 

Adding the Kindful App to Your Zapier Account

Once your new account is ready, you will not be able to search or browse for Kindful’s logo in the Zapier Zapbook/App Directory (yet). Instead, you must add the app to your Zapier account via a special invitation link, which is: 

https://zapier.com/developer/invite/45208/baad9faf03541754f0ceb055105220c2/

Copy and paste this invite-only link into the same browser window where you are already logged into Zapier. You will see an invitation page that looks like the video below:

NOTE: This video is looping repeatedly. Watch for the screen to go black to know that the video has looped back to the beginning.

 

As the video shows, press the orange “Accept Invite & Go to Dashboard” button to add the invite-only app to your Zapier account.

 

Using the Kindful App in Zapier

1. Make a Zap

To begin the process of using the Kindful Zapier App, look for the “Make a Zap” button on the top of the Zapier website:

Zapier prides itself on providing a very intuitive and easy interface for new users to build integrations. Each small step is fully explained in the Zap Editor, and Zapier requires every Zap to be built slowly, step-by-step.

 2. Connect a Trigger App

You are first asked to “Choose a Trigger App.” There is one aspect of the process that can be confusing to new users, so we will explain this thoroughly. As explained at the beginning of this tutorial, Zapier is organized into Triggers, Searches, and Actions.

At the moment, Kindful’s invite-only app only includes Actions. This means that at the beginning of the “Make a Zap” process, you will not be able to search for the Kindful app. We would need to come up with and appropriate Trigger first. For example, Google Contacts would make for a good Trigger app, as would a form submission via Wufoo or Salesforce.

Choose your Trigger App by either using the search bar or choosing from popular apps.

 
    Select which trigger you would like to use.
 
 
Click "Connect a New Account" to sign in to your trigger app.
 
A window will open that will allow you to log in to the app you want to use.
Your account will appear. You can test the connection by clicking "Test". Assuming all goes well, click "Save + Continue".
 
Depending upon what "Trigger" app you choose, there may be selections you have to make.
For example, Using MailChimp below: You would need to choose the MailChimp List you would like to sync with Kindful. Click "Continue".
 
You will be alerted that the connection is successful. Click "Continue".
 

3. Connect to Kindful's Action App

Once the Trigger is set up you can set up an Action with Kindful. When you attempt to search for the new app inside the Zap Builder, be sure to search for the words Kindful.

Here is a short looping video that shows the second part of the “Make a Zap!” process which is finding the Kindful app in the search box:

NOTE: This video loops repeatedly. Watch for the screen to go black to know that the video has looped back to the beginning.

 

 

Choose what you would like the incoming data to do in Kindful.
Are you creating a Person Contact or Organization Contact? Are you creating a Transaction?
 
Click "Connect a New Account". If you are already logged into Kindful, this will automatically sign you into your account and proceed to the next screen. If not, a login window will appear for you to enter your Kindful credentials.
 
You can test the connection between Kindful and Zapier by clicking the "Test" button. Click "Save +  Continue".
 
This is where you map the Trigger App's Source fields (Ex: MailChimp) to the Action App's Source fields (Kindful). Select the Trigger App's fields from the dropdown menus that match the Kindful fields. Click "Continue" when finished.
 
Zapier will display the fields you mapped and create a new record in Kindful to test the connection. Click "Create and Continue".
 
If the test is successful, click "Finish".
 
Name your Zap and turn it on!
 

What else can I do?

Here are some example Kindful Zaps that you could create as an test:

Once you get into the Zapier “Triggers, Searches, and Actions” mindset, you’ll come up with all sorts of new ways to make the Kindful app useful to your team.

 

Questions about how to use Zapier further?

Check out these handy tutorials:

Note 

By default on the trial plan, zaps will run every 15 minutes, but you can manually run it. Also note on the free Zapier plan, you will be limited by the number of Tasks you can execute per month.
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