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Zapier Integration

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Connect epilot to 7,000+ apps using Zapier. Automate your workflows without writing code — send data into epilot or trigger external actions based on events inside epilot.

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To use the Zapier integration, you need:

Installing the Zapier App​

1. Connect epilot to Zapier​

Use this invite link to add the epilot app in your Zapier account. This only needs to be done once per Zapier account.

2. Install the Zapier App on epilot​

To install the Zapier app on epilot, go to Integrations > Apps and search for "Zapier" on the Marketplace tab and click "Install now".

Follow the instructions on the Zapier App Page to install the app on your epilot organization.

Zapier App install page

Setting up an Automation to trigger Zapier (epilot → Zapier)​

1. Create an Automation with the Zapier Action​

To trigger Zapier integrations from epilot. Create a new Automation and add a Zapier Trigger action to it.

Add Zapier Trigger to Automation

2. Build Your First Zap​

Create a new Zap in Zapier, choose the epilot app as your trigger.

Hint: Use the New Zapier Integration link on the automation configuration page to quickly set up a new Zap triggered by epilot.

3. Configure Trigger​

In Zap editor, select the epilot trigger and choose Select an account to pick your epilot account or add a new one.

Paste your epilot Access Token into the Access Token field and continue. This token will be used by Zapier to perform actions on epilot.

Zapier Connect Account

Name your trigger. Make sure to use a descriptive name that will help you identify your Zap in the Automation configuration.

Zapier Editor

4. Test the Trigger​

Back in the Automation configuration, select the Zapier trigger you just created. Save the automation and test it by running it manually.

You can now continue on Zapier side to create your first Zap.

Automation Select Trigger

Creating Submissions (Zapier → epilot)​

1. Set up your Zap​

Create a new Zap triggered by one of the 7000+ available integrations in Zapier. This Zap will use the epilot Create Submission action.

For this example, we will use the Zapier Calendly Integration to forward scheduled calls to epilot.

Zapier Calendly Integration

2. Add the epilot Create Submission Action​

In the Zap editor, continue to add a new action. Search for "epilot" and choose the epilot app from the list.

Zapier Choose App

Pick the "Create Submission" action event and continue.

Zap Editor Choose Action event

3. Configure Submission Fields​

Map fields from your Zap to Submission fields. These fields will be included in the epilot submission.

Define a source_id to track the origin of the submission. This will help you identify the origin of the submission in the epilot portal, and create further automations based on the source_id.

Zapier Submission Mapping

4. Test the Zap​

Run your Zap or manually test the step. If the Zap is successful, you will see a new submission in the epilot portal with the source_id you defined.

Zapier Submission Result