What You’ll Need:
A Zapier account
An active Omnify account
Your DirectIQ login credentials
Available Zap Templates:
📩 Add New Omnify Clients to DirectIQ
Automatically add every new client from Omnify into your DirectIQ contact list for future marketing campaigns, segmentation, and communication.
📬 Send DirectIQ Emails to New Omnify Clients
Trigger DirectIQ transactional emails immediately after a new client is created in Omnify — ideal for welcome messages, onboarding instructions, or class schedules.
Setup Instructions:
1️⃣ Choose Your Template
Click on one of the templates above to start the setup.
2️⃣ Connect Your Accounts
Sign in to both your Omnify and DirectIQ accounts when prompted by Zapier.
3️⃣ Map Your Fields
Select the information you want transferred, such as:
First Name
Last Name
Email Address
Email List
4️⃣ Test & Activate
Run a test to confirm everything works as expected. Then turn on your Zap to fully automate the workflow.
Need Assistance?
If you need help setting up this integration or designing your email templates, our support team is here to help. Reach us anytime at support@directiq.com.