> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.getzendo.io/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).

# Connect Zapier

| **Plans:** Pro and Agency.

Zapier connects Zendo with thousands of other apps. When something happens in Zendo, Zapier can pass the event on and make something happen in another app as a result. You connect it on **Settings › Workspace › Integrations**.

## Connect your workspace to Zapier

1. Open **Settings › Workspace › Integrations**.
2. Find **Connect Zapier and Zendo**. Until you connect, it shows **Not connected**.
3. Select **Continue to Zapier**. Zendo's app opens in Zapier.
4. Finish the connection in Zapier.
5. Go back to **Settings › Workspace › Integrations** and check that it no longer shows **Not connected**.

![Connect Zapier and Zendo shows Not connected (2) until you connect with Continue to Zapier (3).](https://getzendo.io/wp-content/uploads/2026/11/kb-w7-integrations.webp =682x274)

## What Zapier can do with Zendo

Zendo sends events to Zapier as they happen, so a Zap starts right away instead of waiting for Zapier to check. There are 28 events: sales and payments, the whole life of a subscription, requests (a new request, a status change, a new message, a change of assignees), documents and client accounts.

Zapier can also act in Zendo: create and update requests, change their status and priority, assign people, manage subscriptions, create clients and send messages.

**Create client** needs an email address that is not in your workspace yet. If a client with that address exists, the Zap fails: Zendo does not create a second account or update the existing one. The verification email is sent only if you choose that when you set up the Zap.

## Zapier or an automation?

Zapier and automations do different jobs, because they work in different places.

An automation works inside Zendo and belongs to a request type. It can change a request's status, post a message in the request or send an Intake Form; there are five triggers and three actions. See [Automate a request type](https://help.getzendo.io/en/article/automate-a-request-type-1m2cf6k/).

Zapier works outside Zendo. It can do whatever the other app allows, such as adding a row to a spreadsheet, posting in a chat tool or creating a card on a board.

So an automation is the right tool when something should happen to the request, and Zapier when something should happen somewhere else.

## Avoid double notifications

Zendo already notifies your team about the events and through the channels you chose on **Settings › Workspace › Notifications**. If you also send the same person a notification through Zapier, they hear about the same thing twice. See [Set notification defaults for your team and clients](https://help.getzendo.io/en/article/set-notification-defaults-for-your-team-and-clients-7uej9f/).

## Showing another app inside Zendo

You do not need Zapier to show another app inside Zendo. You can add the app to the sidebar instead, without any integration. See [Embed an app in the sidebar](https://help.getzendo.io/en/article/embed-an-app-in-the-sidebar-l7sa65/).

**Settings › Workspace › Integrations** also holds affiliate tracking and your own CSS and JavaScript. Neither has anything to do with Zapier. See [Set up an affiliate program](https://help.getzendo.io/en/article/set-up-an-affiliate-program-r596rn/) and [Add your own CSS and JavaScript](https://help.getzendo.io/en/article/add-your-own-css-and-javascript-1k6wg7c/).

## Related

- [Automate a request type](https://help.getzendo.io/en/article/automate-a-request-type-1m2cf6k/)
- [Set notification defaults for your team and clients](https://help.getzendo.io/en/article/set-notification-defaults-for-your-team-and-clients-7uej9f/)
- [Embed an app in the sidebar](https://help.getzendo.io/en/article/embed-an-app-in-the-sidebar-l7sa65/)
- [Set up an affiliate program](https://help.getzendo.io/en/article/set-up-an-affiliate-program-r596rn/)