DirectIQ Zapier Integration

Connect DirectIQ with third-party platforms to extend functionality and streamline workflows. Set up plugins, using automation tools like Zapier, and integrating with social media or eCommerce tools. These resources help users connect DirectIQ with the apps they already use.

Written by Brian ChildressLast update 13 days ago

Overview

As businesses increasingly rely on digital tools to manage their operations, automation becomes essential for saving time and improving efficiency. To help users connect DirectIQ with their favorite apps and services, we’ve partnered with Zapier, a powerful automation platform that lets you link two or more apps to perform tasks automatically.

With the DirectIQ Zapier integration, you can set up custom workflows (called Zaps) that perform actions in DirectIQ based on events in other apps—or vice versa. This makes it easy to extend DirectIQ’s functionality without writing a single line of code.

How Zapier Works

Zapier uses a Trigger-and-Action model:

Trigger – an event in one app that starts the Zap
Example: A new campaign is sent in DirectIQ.
Action – the event that Zapier performs automatically in another app
Example: Send a Slack notification or add a contact to a list in DirectIQ.

Learn more: How Zapier Works

Getting Started

Visit the DirectIQ Zapier Integration Page.
Sign in or create a Zapier account.
Select a Trigger app and define the event.
Choose DirectIQ as the Action app and configure the desired action.
Test and activate your Zap.

With the DirecIQ Zapier integration you will be able to Complete several tasks ( and more will be added continuously) and connect more apps together.

Basically Zapier allows you to choose a trigger and an action. The trigger is what causes the action to be performed for example a new campaign is sent (Trigger)

you receive an email in your email or you receive a notification in slack (Action).

To learn more about Zapier automations check https://zapier.com/how-it-works

DirectIQ currently offers Triggers and Actions.

DirectIQ Triggers & Actions

Here’s what’s currently available in the DirectIQ Zapier integration:

Available Triggers:

Campaign Sent
Triggered when a new campaign is sent in DirectIQ.

Available Actions:

Add Contact
Adds a new contact to the DirectIQ list of your choice when triggered by another app.
Example: When a new email is received in Gmail, add the sender to a DirectIQ list.
Add a Note to Contact
Attaches a note to an existing contact in DirectIQ for tracking or context.
Example: When a support ticket is closed, add a summary note to the customer's DirectIQ profile.
Create Field
Creates a custom field in your DirectIQ account to store new types of contact data.
Example: When you launch a new campaign, create a “Membership Level” field to categorize contacts.
Delete Contact
Removes a contact entirely from your DirectIQ account when triggered.
Example: When a user unsubscribes from your service, delete them from DirectIQ.
Note: Contacts can not be deleted if they are lastly used in the current billing period
Delete Field
Deletes a custom field from your DirectIQ account.
Example: When a data field is no longer needed, automatically remove it from DirectIQ.
Disable Contact
Marks a contact as inactive in DirectIQ, preventing them from receiving future emails.
Example: When a payment fails, disable the customer’s contact to pause communications.
Remove Contact From List
Removes a contact from a specific DirectIQ list but keeps them in other contact lists.
Example: When a user cancels a class, remove them from the “Upcoming Events” list.
Send Transactional Email
Sends a one-time transactional email to a contact using DirectIQ’s transactional email feature.
Example: When a waiver is signed, send a confirmation or next steps email instantly.
Untag Contact
Removes one or more tags from a contact in DirectIQ.
Example: When a customer’s subscription ends, untag them from “Active Subscriber”.

Ongoing Updates

We’re continuously expanding our Zapier integration to include more triggers and actions based on customer feedback. If you have a use case you'd like supported, feel free to contact our support team.