- Create API Key
- Copy Key
- Add new Zap in Zapier
- Setup trigger
- Setup action with "the software", select the latest version
- Choose event
A. Create Simple Lead
B. Create Update Lead - Link up IO account using API key created in step #1
- 8. Fill out at least the required fields marked by an asterisk
- 9. Test Action
- 10. Publish Zap
Below is a video walkthrough of this process.
Create Simple Lead in the software (1.2.6)
Below is a list of all possible fields when creating a simple lead through a Zapier action. Required fields are described as such in the non-bold text beneath the field name. This Zapier action is not capable of updating a lead, only creating one.
Name
Name of the customer
Mobile Phone
Customer phone number, saved in cell phone field. We will format this if we can. You can send numbers only.
Customer email address
Message
The message or question from the customer, saved to notes on the lead.
*
Lead Date/Time (required)
This is the date and time of the lead. We require a unix time stamp for it. The following will put in timestamps when the zap occurs:{{zap_meta_timestamp}}, {{zap_meta_est_iso}} is in ISO-8601 format for Eastern Standard Time (EST), {{zap_meta_edt_iso}} is for Eastern Daylight Time (EDT), {{zap_meta_cst_iso}} is CST, {{zap_meta_cdt_iso}} is CDT, {{zap_meta_mst_iso}} is MST, {{zap_meta_mdt_iso}} is MDT, {{zap_meta_pst_iso}} is PST, {{zap_meta_pdt_iso}} is PDT.
Event Duration (required)
1
The customer event duration in hours. If a simple lead form, you can put any float value here or take the default of 1.
Postal Code (required)
The customer postal or zip code for the lead. You can use your company's postal code if you aren't gathering from your customer.
Item Names (required)
Default: Contact Form-1-0
We require an item that the customer is interested in. In the case of a simple lead, use any text, and we will create that item if it doesn't exist. Use the format "Item Name-Quantity-Price".
Tax Exempt (required)
Default: No
Whether the customer is tax exempt or not. Not relevant for simple lead entry.
Location
0
If you are using a multi-location account, use this ID to make sure the lead is created in the appropriate location. A zero can be used if you are not using a multi-location account.
more
Refresh fields
Create/Update Lead in the software (1.2.6)
Below is a list of all possible fields when creating/updating a lead through a Zapier action. Required fields are described as such in the non-bold text beneath the field name.
Name
Name of the customer
Mobile Phone
Customer phone number, saved in cell phone field. We will format this if we can. You can send numbers only.
Customer email address
Message
The message or question from the customer, saved to notes on the lead.
Date
required
The date the lead came in. Format must match your account date format setting on https://rental.software/account/#/settings/prefere...
Time
required
Default: 12:00pm
Time the lead came in.
Start Time Stamp
This is a unix timestamp that when set will override the Date and Time fields if used. Because Zapier doesn't allow me to require either Date/Time or Start Time Stamp, you will have to enter date and time values as well as this value if you are using it.
Postal Code
required
The customer postal or zip code for the lead. You can use your company's postal code if you aren't gathering from your customer.
Item Names
required
Default : Contact Form-1-0
We require an item that the customer is interested in. In the case of a simple lead, use any text, and we will create that item if it doesn't exist. Use the format "Item Name-Qty-Price:Option Name-Qty-Price|Next Item-Qty-Price".
Tax Exempt
required
Whether the customer is tax exempt or not. Not relevant for simple lead entry.
Event Duration1.0
required
Default: 1
The customer event duration in hours. If a simple lead form, you can put any float value here or take the default of 1.
Location ID
required
Default: 0
If you are using a multi-location account, use this ID to make sure the lead is created in the appropriate location. A zero can be used if you are not using a multi-location account.
Event Name
Venue Name
Event Street
Event City
Event State
We require 2 letter abbreviations for US accounts. For international accounts, abbreviations are encouraged but not required.
Event County
Event Country
We generally use 2 letter abbreviations for this field.
Venue Contact
Most will use this for a phone number, but it can contain other text.
Surface
It is best to match one of the surfaces you have set in your account.
Delivery Type
It is best to match one of the delivery types you have set in your account.
Number of Guests
This field can be used for other data.
Sales Rep ID
If you want to assign a sales rep, you can put their ID in this field.
Referral
It is best to match one of the referrals you have set in your account.
Customer ID
If you want to link this lead to a specific customer and update their information, you can do that by supplying the customer ID. Otherwise, we will attempt to match or create a new customer record.
Organization
Customer Street
Customer City
Customer State
We require 2 letter abbreviations for US accounts. For international accounts, abbreviations are encouraged but not required.
Customer Zip
Customer Country
We generally use 2 letter country abbreviations.
Customer Home Phone
Customer phone number, saved in home phone field. We will format this if we can. You can send numbers only.
Customer Work Phone
Customer phone number, saved in office phone field. We will format this if we can. You can send numbers only.
Clear Customer Tags
Choose value…
We can clear tags on a customer when saving if you would like.
Customer Tags
Comma delimited tags that you would like attached to a customer.
Customer Fax
Customer fax number, used in fax field. We will format this number. So you can send numbers only.
Customer Type
This should match one of the customer types you've defined in your account.
Customer Notes
These notes travel with the customer, not the lead and are generally private.
Additional Notes 1
These notes are saved with the lead.
Additional Notes 2
These notes are saved with the lead.
Venue Notes
These notes are saved with the venue.
Lead Status
You can set a lead status. It should match the statuses available in your account. If you do not, we use your account settings to determine a status.
Calculate Prices
Choose value…
If you do not want us to use your settings to calculate prices, set to 0 or false. If you do, we save only what you send. You must pass prices in if you choose this.
Calculate Line Items
If you do not want us to use your settings to calculate line items other than rentals, set to 0 or false. If you do, we save only what you send. You must pass prices in if you choose this.
Staff Cost
Used to set prices for common fees.
Distance Charge
Used to set prices for common fees.
Surface Fee
Used to set prices for common fees.
Delivery Method Fee
Used to set prices for common fees.
Coupon Code
Fee ID
Use this to add a fee by ID.
Fee Amount
Use with feeid to set an amount for the selected fee.
Admin Adjustment
Use this to adjust the total of the lead via the admin discount value.
Tax Rate
We will apply the appropriate tax rate when we have address information. You can override by sending the rate.
Sales Tax
Mostly used when updating or sending a lead that you have calculated all values for.
Coupon Amount
If not requesting us to calculate prices, you can send a coupon amount to use when sending a Coupon Code.