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

Open Settings › Workspace › Integrations.
Find Connect Zapier and Zendo. Until you connect, it shows Not connected.
Select Continue to Zapier. Zendo's app opens in Zapier.
Finish the connection in Zapier.
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).

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.

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.

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.

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 and Add your own CSS and JavaScript.

Updated on: 09/11/2026

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