Baremetrics Zapier integrationAutomate Baremetrics with Zapier.
The Baremetrics Zapier integration offers 0 triggers and 4 actions, with no search step. Baremetrics never starts a Zap: another app does, and Zapier then writes customers, plans and subscriptions into your Baremetrics account for you.
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What the Baremetrics Zapier integration is really for
Baremetrics gives SaaS companies their revenue metrics, forecasts and engagement tools. Plugging it into Zapier lets a Zap, an automation that runs on its own, push records into Baremetrics whenever something happens in another tool. Baremetrics only receives: it has no trigger of its own here.
Most Baremetrics Zaps aim at one of three results. A customer list that stays complete: Create Customer adds each new buyer the moment your sales or billing tool records one. A price catalogue that matches reality: Create Plan writes a plan with its currency, amount and billing rhythm. A subscription history your metrics can trust: Create Subscription ties a customer to a plan from a start date.
A fourth action, Augment Customer, adds data to a customer that already exists. Think of it as enrichment rather than creation.
Now what Zapier does not do for Baremetrics. It cannot start a Zap from Baremetrics, so you will never react to a churn or an upgrade seen there. It cannot look up a customer or a plan either, since there is no search step. And it cannot update or delete a plan or a subscription: every action writes something new.
The consequence is simple. Baremetrics sits at the end of a Zap, never at the start. Before choosing a platform for it, read our Make vs Zapier comparison and our Zapier review.
Zapier words, explained in a minute
Seven terms carry this page. Here they are, without jargon.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Baremetrics has none, so the trigger always comes from another tool.
- Action
- What the Zap does once started: the step that writes or sends something. All 4 Baremetrics operations are actions.
- Task
- What Zapier bills you for. One task equals one action your Zap completes successfully, and plans count those.
- Polling vs instant
- A polling trigger is checked by Zapier on a timer. An instant one is reported by its app at once, with no wait.
- Filter
- A step that lets the Zap continue only when the incoming data meets your rule, and stops it otherwise.
- Multi-step Zap
- Any Zap with more than one trigger and one action. A second action or a filter makes it one, and it needs a paid plan.
What a Baremetrics Zap really costs
Baremetrics is not a premium app, so it runs from the free plan. You pay in tasks, and only successful actions count.
- Free plan100 tasks a month, unlimited Zaps
- Zap length on FreeOne trigger and one action
- Premium appNo, Baremetrics works on Free
- Trigger costZero, whatever the app that starts it
The trigger in the other app never costs a task. Each Create Customer, Create Plan, Create Subscription or Augment Customer that goes through costs one; a failed one costs nothing. The free plan gives 100 tasks a month and unlimited Zaps, but each Zap stops at two steps. That matters here: creating a customer and then its subscription is two actions, so that Zap needs a paid plan. The interval grid below only matters for the trigger of the other app.
Connect Baremetrics to Zapier in three steps
- 01
Open Apps
In Zapier, open Apps and click + Add connection. A connection is your Baremetrics account linked once, then reused by every Zap step that writes to it.
- 02
Pick Baremetrics
Search for Baremetrics in the dialog, select it and click Add connection. A new browser tab opens so you can sign in on the Baremetrics side with your usual login.
- 03
Sign in and allow access
Log in to Baremetrics in that tab and grant Zapier access. You need your own account, plus write access to any data you do not own but want the Zap to change.
Your first Zap: a new customer and their subscription, written for you
GoalWhen your billing tool records a new customer, create that customer in Baremetrics, then attach a subscription to an existing plan.
- 01
Build the start
Create a Zap and pick the app where your customers appear first, with its new-customer event. Baremetrics cannot fill this slot, since it has no trigger.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent items from that account, so you map fields on a real customer rather than a made-up one.
- 03
Add Create Customer
Add a Baremetrics action, choose Create Customer and fill the OID with an identifier from the trigger. Keep that identifier: the next step reuses it.
- 04
Add Create Subscription
Add Create Subscription. Map the customer OID from the step above, enter a plan OID that exists, and a start date as a Unix timestamp. This makes the Zap multi-step.
- 05
Test and publish
Test each action, check the customer and the subscription in Baremetrics, then click Publish. Every new customer then costs two tasks: one record, one subscription.
Baremetrics actions
Baremetrics gives you 4 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Customer
ActionIn Zapier“Creates a new Customer.”
Adds a fresh customer record to Baremetrics from whatever the trigger brought in. It is usually the first Baremetrics step of any Zap.
Create Plan
ActionIn Zapier“Creates a new Plan.”
Writes a new pricing plan, with a name, a currency, an amount and a billing rhythm built from an interval and a count.
Create Subscription
ActionIn Zapier“Creates a new Subscription.”
Links an existing customer to an existing plan from a given start date.
Augment Customer
ActionIn Zapier“Augments a customer with data.”
Adds extra data to a customer Baremetrics already knows.
When a Baremetrics Zap breaks
Zapier attaches no help article to Baremetrics. The cases below are Zapier's general limits, seen through this app.
Most of them stay silent at setup and surface later, as a metric that looks wrong or a task count that ran out early.
Past customers never arrive
Switching the Zap on does not replay history. Customers and subscriptions your billing tool held before that day stay out of Baremetrics until you import them another way.A loop eats your tasks
Baremetrics cannot start a Zap, so it cannot loop on its own. The risk comes back if you add a step that writes into the app holding the trigger: each write restarts the Zap.A bulk import gets throttled
Moving your customer base into the source app at once can make its trigger return a huge batch, and Zapier's flood protection may hold it, so Baremetrics fills in late.The same customer is not sent twice
On a polling trigger, Zapier remembers what it has already seen. Editing an existing customer in the source app will not create it again in Baremetrics.
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