360io Zapier integrationAutomate 360io with Zapier.
The 360io Zapier integration gives you 2 triggers and 2 actions, with 0 searches. Both triggers are instant, 360io is not a premium app, and a two-step Zap runs on the free plan. Here is what each operation does, what it costs and where it breaks.
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What the 360io Zapier integration actually does
360io is a white-label client platform used by clinics and service businesses for booking, payments, messages and documents. Hooking it to Zapier means one of two things: 360io starts an automation when a note or a contact appears, or another app pushes a contact or a company into 360io without anyone retyping it.
Three results come up again and again. First, a live contact list somewhere else: New or Updated Contact sends every new or edited 360io contact to a spreadsheet, a mailing tool or your accounting app. Second, a team that hears about notes as they are written: New Note pushes each fresh note into a chat channel or a task list, so the person on duty reads it without opening 360io. Third, a client file that fills itself: Create or Update Contact takes a form entry or a booking from another tool and writes the contact into 360io, while Create Company opens a company record with its main contact attached.
Now the part Zapier keeps quiet. There is no search step for 360io, so a Zap cannot look up an existing 360io record and reuse it. There is no trigger on payments, appointments or documents either, even though 360io handles all three. And nothing on the Zapier side can delete or archive a record. If your plan leans on any of that, check it before building.
Weighing other tools? The n8n vs Zapier and Make vs Zapier comparisons lay out the criteria side by side.
Zapier vocabulary in one minute
Seven words come back on every line of this page. Here they are in plain English, once.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time that event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is switched on, Zapier sits and waits for it.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something on your behalf.
- Task
- The unit Zapier bills. One task is one action your Zap completes successfully, and your plan counts those.
- Polling vs instant
- A polling trigger is checked by Zapier on a timer. An instant trigger is reported by the app itself, the moment the event happens.
- Filter
- A step that lets the Zap carry on only when the incoming data meets your condition, and stops it otherwise.
- Connection
- Your 360io account linked to Zapier once, then reused by every step in every Zap that touches 360io.
What a 360io Zap really costs
Short version: the trigger is free, every action that succeeds is billed, and 360io works on the free plan.
- Free plan100 tasks a month, 2-step Zaps only
- 360io triggers2 instant, 0 polling
- Premium appNo, works on the free plan
- BilledEach successful action, never the trigger
The trigger never costs a task, and neither does Zapier listening for new data. Each action that goes through counts once, so a Zap with three actions uses three times what a one-action Zap uses. A failed action is not counted. The free plan gives you 100 tasks a month and unlimited Zaps, but only two steps per Zap: one trigger, one action. Add a filter or a second action and you have a multi-step Zap, which needs a paid plan. Since both 360io triggers are instant, the plan's checking interval does not slow them down.
Connect your 360io account to Zapier
- 01
Open your connections
In Zapier, go to the Apps page of your account and click + Add connection. You need a 360io account first, plus read or write rights on any record you do not own yourself.
- 02
Pick 360io
Type 360io in the search box of the dialog, select it from the list, then click Add connection. A new browser tab opens on the 360io side to sign you in.
- 03
Sign in and allow access
Log in to 360io in that tab and grant Zapier access to the account. The connection now shows on your Apps page, and every Zap that uses 360io can pick it.
Your first 360io Zap, step by step
GoalCopy every new or edited 360io contact that has an email into a spreadsheet.
- 01
Build the trigger
Create a Zap, choose 360io as the app and New or Updated Contact as the event, then select the connection you just made.
- 02
Test it on real data
Run the trigger test. Zapier fetches the three most recent contacts from your account, so you map fields on a real record rather than a guess.
- 03
Add the filter
Click the plus icon, add Filter, and set the field, the rule and the value. Pick a text rule for an email, or the filter never lets anything through.
- 04
Add the action and map
Add the spreadsheet step, then drag the 360io fields (name, email, phone) into the matching columns. Test that step once and read the result.
- 05
Publish
Click Publish to switch the Zap on. With a filter it is a multi-step Zap, so this version needs a paid plan; drop the filter to stay free.
360io triggers
2 events start a Zap when something happens in 360io, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.
New Note
Instant triggerIn Zapier“Trigger when a new note created.”
Each time someone writes a note in 360io, this trigger hands it to Zapier, and your Zap can forward it, log it or turn it into a to-do somewhere else.
New or Updated Contact
Instant triggerIn Zapier“Triggers when a contact is created or updated.”
This one fires on two events at once: a contact added to 360io, and a contact whose details change. That makes it the right base for keeping a copy of your client list in sync elsewhere.
360io actions
360io gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Company
ActionIn Zapier“Create a new company”
Opens a new company record in 360io together with the person you deal with there. Five fields are mandatory: first name, last name, email, phone and company name.
Create or Update Contact
ActionIn Zapier“Add or update a contact to database”
Writes a person into the 360io database, or refreshes them if they are already there. It asks for a name, a last name and an email, nothing more.
When a 360io Zap breaks
Zapier lists no help article and no rate limit specific to 360io. What breaks is the usual Zapier list.
These four cases cover most of the support tickets you will open. For a wider checklist, see the Zapier troubleshooting guide.
Old records are ignored
A Zap only reacts to what happens after you switch it on. Contacts and notes that already existed are never picked up; moving them is a separate job.The contact loop
Writing a contact into 360io from a Zap triggered by New or Updated Contact edits that contact, which starts the Zap again and burns through tasks fast.A bulk import gets held back
After a mass import or a migration into 360io, a sudden huge batch can be paused by Zapier's flood protection instead of flowing through.Duplicates and instant triggers
Zapier remembers what it has already seen on a polling trigger, so one item does not start the Zap twice. Both 360io triggers are instant, so that memory is not what decides here.
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