> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.platform.ly/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Connecting Zapier with Platformly

If you want to connect Platformly to a service that we currently don’t have a native integration for, you can use Zapier.

Zapier combines **Triggers** (like "New Contact") and **Actions** (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos — called "Zaps" — complete your tasks automatically.

The following Platformly Triggers and Actions are supported by Zapier:

# Triggers:

||| New Tag
Triggers when a new tag is created.

||| New Contact
Triggers when a new contact is created.

||| New Segment
Triggers when a new segment is created.

||| New Custom Field
Triggers when a new custom field is created.

# Actions:

| Create Contact
Creates a new contact


| Update Contact
Updates contact information


| Add Tag to Contact
Adds one or multiple tag(s) to a contact
 

| Add Contact to Segment
Adds a contact to one or multiple segment(s)


| Remove Segment From Contact
Removes one or multiple segment(s) from a contact

# Add Contacts to Platformly using Zapier Webhooks 

In this example, we will show you how you can add contacts to Platformly using Zapier Webhooks as a Trigger.

|||  **Note:** _Following these steps, you can connect any service that supports Webhooks to Platformly._

As an example we will create a "ConvertBox -> Zapier -> Platformly" connection.

### Step 1
_Log into your Zapier account and click on **Make a Zap!** in the top menu._

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/step1_1stfmxa.png)

### Step 2
_For the trigger app, select **Webhooks**. If you don’t see the Webhooks icon, you can type it in the search field._

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/step2_ndu48.png)

### Step 3
_Select **Catch Hook** as the Webhook type and then click on **Save + Continue**._

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/step3_pxf907.png)

### Step 4
_Next, Zapier will provide you with the option to **Pick off a Child Key**. This is optional and leaving this field empty will allow you to grab all the data that ConvertBox passes._

__Leave this field empty__ and click on **Continue**.

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/step4_144l4an.png)

### Step 5
_Zapier will now provide you with a Webhook URL. You are going to need this URL in the next step (inside the ConvertBox app) so click on **Copy to clipboard**._


![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/step5_z27o4a.png)

### Step 6
_Add the provided Webhook to ConvertBox._

*  Keep the Zapier page open. In ConvertBox, select the form element you want to connect Zapier to.
Then in the left sidebar, click on the **Setup form actions** button.

*  Click on the **Add a new form** button.

*  Under the **Use integration** option, select **Webhooks**, then paste the Webhook URL copied from Zapier (Step 5) into the **Webhook URL** field and click on the **Send test** button.

You MUST click on the **Send test** button before proceeding or the following steps will not work in Zapier.
Wait for the test to send (it usually take 1-3 seconds) and then click on **Add form action**.

*  Your new Webhook action will now appear in your list of actions for this form.

Click on **Done** to close the modal and don't forget to click on **Save** to save the changes.


### Step 7
Go back to the Zapier page and click on **OK, I did this.**

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/step8_18ww3z7.png)

If your Webhook connection was successful, you'll see a success message in Zapier. Click on **Continue** to finish creating your trigger and move on to creating an action.

If you don't see this message after waiting a few minutes, go back to Step 6 and make sure you sent the test from ConvertBox, then come back to Zapier and select **OK, I did this** again.

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/step9_o7aula.png)


# Creating a Platformly Action

Now that you have successfully connected ConvertBox to Zapier, you're ready to configure Platformly to add a contact when a visitor subscribes.

### Step 1

_For the action app, select **Platformly**. If you don't see the application icon, you can type it in the search field._

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/stepa1_1lnuz1w.png)

### Step 2

_Select **Create Contact** as the Platformly action and then click on **Save + Continue.**_

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/stepa2_3fa28d.png)

### Step 3

_Connect a **Platformly Account** or choose an existing one if you have done it before. Then click on **Save + Continue.**_

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/stepa3_13ys7co.png)

### Step 4

_Connect the fields sent from the ConvertBox Webhook to the appropriate fields. Don't forget to fill out the **Project ID** field, then click on **Continue**._

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/stepa4_9g4acx.png)

### Step 5

_Send a "Test" to Platformly to make sure the Zapier connection is functional. If the test was successful, you will receive a message: **Test was successful!**_

If you receive an error message, __make sure your Project ID is the same than the Project ID of the connected account__.

Once the test is successful. Click on **Finish.**

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/stepa5_1igbz1d.png)

That is how you can connect any service that supports Webhooks to Platformly over Zapier.

||| [Click here to check out our Zapier Templates](https://zapier.com/apps/platformly/integrations), which can help you set up zaps super fast.