Resources · Zapier integration

Encharge Zapier integrationAutomate Encharge with Zapier.

The Encharge Zapier integration gives you 5 triggers and 5 actions, with no search, all built around people and their tags. Every trigger is instant, the app runs on the free plan, and this page shows what each operation does, what it costs and where it trips.

See the 10 operations

Verified Trustpilot reviews · AI, automation & growth agency

Overview

What the Encharge Zapier integration actually does for you

Encharge runs marketing automation for SaaS companies: people, tags and the email journeys built on them. Through Zapier, a new person, a tag change, an update or an unsubscribe in Encharge can start an automation, and other apps can add, tag, unsubscribe or archive people in Encharge in return.

Three outcomes cover most setups. Lifecycle tags that keep up: Tag Added to Person sees a customer tag land, Remove Tag clears the trial one. People who arrive from anywhere: a signup in another tool feeds Add or Update Person, so Encharge always holds the contact. Unsubscribes that travel: Person Unsubscribed tells your other tools the moment someone opts out.

What Zapier does not do here: there is no search, so a Zap cannot look a person up before acting, and every action works from an email address instead, so that address has to travel with the Zap from its first step. Nothing that happened before the Zap went live is picked up. And Updated Person fires on every change, which makes it a poor starting point for anything that creates records.

If you are comparing platforms, the Make vs Zapier comparison is there if you are still choosing, and the Zapier training is there when your team wants to build these Zaps themselves.

Vocabulary

Zapier words, in one minute

Seven terms keep coming back. Here they are once, in plain English.

Zap
The automation you build on Zapier: one starting event, then one or more steps that run every time that event happens.
Trigger
The event that starts the Zap, such as a new person in Encharge. Once the Zap is on, Zapier waits for it.
Action
What the Zap does once it has started: the step that adds, tags or unsubscribes someone for you.
Task
The unit Zapier bills. Each action that completes successfully is one task, and your plan counts those.
Polling vs instant
Polling means Zapier checks an app on a timer. Instant means the app calls Zapier itself. All five Encharge triggers are instant.
Filter
A step that lets the Zap go on only when what arrived meets a condition you set, and stops it otherwise.
Connection
Your Encharge account linked to Zapier once, then reused by every Encharge step in every Zap you build.
Cost

What an Encharge Zap really costs

Triggers are free. Zapier never bills for the event that starts a Zap, so five triggers listening around the clock cost nothing on their own.

  • Free plan100 tasks a month
  • Steps on the free plan1 trigger + 1 action
  • Encharge triggersAll 5 instant, plan grid does not apply
  • Premium appNo

You pay one task per action that succeeds; a failed one is not counted. A Zap that tags every new person uses one task per person. The free plan gives 100 tasks a month and unlimited Zaps, but only two steps: one trigger and one action. Swapping one tag for another is two actions, so a multi-step Zap on a paid plan, as is adding a filter. Encharge is not a premium app, so it works on the free plan.

Connect

Connect Encharge to Zapier in three steps

  1. 01

    Start from the Apps page

    In Zapier, open Apps and click + Add connection. In the dialog that opens, type Encharge in the search box and pick it from the list of results that comes back.

  2. 02

    Sign in to Encharge

    Click Add connection. A tab opens on Encharge's side, where you sign in to the account that holds your people and tags. You need an account on the app, plus access to anything you do not own yourself.

  3. 03

    Grant access

    Allow Zapier to use the account. The connection is saved once, and every Encharge step in every Zap reuses it, so the next automation starts with Encharge already linked.

First Zap

Your first Encharge Zap: move paying customers out of the trial track

GoalWhen someone gets the customer tag, the trial tag goes and the onboarding tag arrives, so the right emails follow.

  1. 01

    Build: pick the trigger

    Create a Zap, choose Encharge and Tag Added to Person, select your connection, then pick the customer tag in the Tag field.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent items of the account, so you map fields on a real person rather than an empty sample.

  3. 03

    Add Remove Tag

    Add an Encharge step with Remove Tag, fill Email with the person's address as it appears in the trigger's test result, and enter the trial tag. Both fields are required.

  4. 04

    Add Add Tag

    Add a second Encharge step with Add Tag, same email, onboarding tag. Never re-add the customer tag here. Two actions make it a multi-step Zap, so a paid plan.

  5. 05

    Test, then Publish

    Test each step once and check the person in Encharge. When the tags look right, click Publish. People tagged before that moment are not processed.

Triggers

Encharge triggers: what can start a Zap

5 events start a Zap when something happens in Encharge, and 5 of them are instant: the app calls Zapier straight away, whatever your plan.

1

New Person

Instant trigger

In Zapier“Triggers when a new person is created.”

Starts your Zap the moment a person is created in Encharge, however they got there. It is the obvious hook for anything that should happen once per new contact.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a SaaS team that wants each fresh lead tagged by source, or copied into the sales tool, as soon as Encharge has it.
Watch out
an Add or Update Person Zap creating people in Encharge will fire this one too, so check two Zaps do not feed each other.
2

Tag Added to Person

Instant trigger

In Zapier“Triggers when a person is tagged.”

Reacts when the tag you chose lands on a person. Tags become switches that set off work outside Encharge.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a customer tag that should swap lifecycle tags and alert the account manager.
Watch out
the Tag field is required, so the tag must exist in Encharge first, and a Zap that adds that same tag will keep waking itself up.
3

Tag Removed From Person

Instant trigger

In Zapier“Triggers when a person is untagged.”

Fires when a chosen tag is taken off a person, which is often the quieter but more telling signal: someone left a segment, a trial ended, an interest faded.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a webinar tag removed after the event, so the person moves to the replay sequence in your other tools.
Watch out
you must pick the tag in the required Tag field, and a Zap that removes that tag itself can set this trigger off in a loop.
4

Person Unsubscribed

Instant trigger

In Zapier“Triggers when a person unsubscribes.”

Tells your Zap as soon as someone opts out of your Encharge emails. It is the cleanest way to keep the rest of your stack in line with that choice.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
marking the contact in your CRM so sales stops sending sequences from another tool too.
Watch out
only unsubscribes that happen after you publish are passed on; earlier ones need a separate clean-up.
5

Updated Person

Instant trigger

In Zapier“Triggers when a person is updated.”

Fires whenever a person's record changes in Encharge. It catches what the other triggers miss, at the price of firing often.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
keeping a copy of a contact up to date in another tool, where an update overwrites the same record.
Watch out
every modification fires it again, so never use it to create new records elsewhere, and never let the same Zap update the person in Encharge: you would get duplicates or a loop.
Actions

Encharge actions: what your Zap can do

Encharge gives you 5 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Tag

Action

In Zapier“Tag a person in Encharge”

Puts a tag on a person, identified by email, so Encharge segments and flows can pick them up. Email and tag are both required.

When to use it
tagging people by the plan they bought in your billing tool.
Watch out
this also wakes any Tag Added to Person Zap watching that tag.
2

Archive Person

Action

In Zapier“Archive a person in Encharge”

Archives a person in Encharge, identified by their email address, without anyone opening the dashboard. The email is the only required field.

When to use it
a closed account in your product should not keep cluttering your lists.
Watch out
test it on a dummy contact first, so you see in Encharge what archiving does before it runs on real people.
3

Add or Update Person

Action

In Zapier“Create a new person or update an existing one.”

Creates the person in Encharge, or updates them if they are already there. The email address is the only required field, which makes it safe to run from any source of contacts.

When to use it
every trial signup in your product should exist in Encharge straight away.
Watch out
in a Zap started by Updated Person, this action feeds the trigger back and loops.
4

Remove Tag

Action

In Zapier“Remove a tag from a person in Encharge”

Takes a tag off a person, again from their email and the tag name. It is how a contact leaves a segment without anyone opening Encharge.

When to use it
clearing a trial tag once payment arrives.
Watch out
if a Tag Removed From Person Zap watches the same tag, check the two cannot keep each other going.
5

Unsubscribe Person

Action

In Zapier“Stop all email to a person”

Stops Encharge from sending any email to a person, from just their address. It brings an opt-out recorded elsewhere into Encharge.

When to use it
a customer asks your support team to stop all marketing email.
Watch out
if a Person Unsubscribed Zap sends opt-outs to the tool this one listens to, you can build a circle; test both together.
When it breaks

When an Encharge Zap breaks

Zapier attaches no help article to Encharge, so the cases below come from how Zapier behaves with instant triggers and actions that write back into Encharge.

With five triggers and five actions on the same people and tags, loops are the main thing to watch. Read these before you publish, and turn to Zapier troubleshooting if a Zap still misbehaves.

  • A tag Zap that wakes itself

    A Zap started by Tag Added to Person that adds that same tag, or one started by Updated Person that updates the person, sets itself off again and again and burns tasks.

  • Updated Person creating records

    Updated Person fires on every change to the person. Used to create something elsewhere, it creates a new record each time, so you end up with duplicates.

  • History is not replayed

    A Zap only reacts to what happens after it is switched on. People, tags and unsubscribes from before are never picked up; moving that backlog is a separate job.

  • A bulk import floods the Zap

    A large import into Encharge can wake New Person for a huge batch of contacts at once, and Zapier's flood protection can then hold the trigger back.
Need help

Need help automating Encharge with Zapier?

A person reads every message.

FAQ

Encharge Zapier integration: common questions

01Is the Encharge Zapier integration free?
Yes, it works on Zapier's free plan, because Encharge is not a premium app. The free plan includes 100 tasks a month and unlimited Zaps. The real limit is the shape of each Zap: one trigger and one action. Tagging every new person fits. Swapping one tag for another, which takes Remove Tag then Add Tag, is two actions, and adding a filter counts too: either makes it a multi-step Zap that needs a paid plan.
02How many tasks does an Encharge Zap use?
One task per action that succeeds, and none for the trigger. A New Person Zap with Add Tag uses one task per contact. A tag swap uses two per run. A failed action is not counted, and Zapier waiting for Encharge events never costs anything. Watch bulk imports: if they wake New Person for every contact, a single import can spend a big share of the 100 monthly tasks of the free plan.
03Does Encharge work in real time with Zapier?
Yes. All five Encharge triggers are instant: Encharge tells Zapier as soon as a person is created, tagged, untagged, updated or unsubscribed, and the Zap starts right away. The polling grid of the plans (15 minutes on Free, 2 on Professional, 1 on Team and Enterprise) does not apply. That matters most on the free plan, where polling apps wait up to 15 minutes. In the editor, a Zap built on an instant trigger shows a lightning bolt.
04What does it take to connect Encharge to Zapier?
An Encharge account, plus access to anything you do not own yourself and want the Zap to touch. In Zapier, open Apps, click + Add connection, search for Encharge, then sign in on its side and grant access. The connection is saved once and reused by every Encharge step. Before building, check two things: the tags your triggers watch already exist in Encharge, and the app feeding your actions carries an email address.
05Why does an Encharge Zap keep firing over and over?
Because it is writing to what its own trigger watches. A Zap started by Updated Person that runs Add or Update Person, or one started by Tag Added to Person that adds the same tag, wakes itself each time and burns tasks. Keep the action on a different tag than the trigger, never update the person from an Updated Person Zap, and check that two Zaps are not feeding each other in a circle.
06What if the Encharge operation you need is not in Zapier?
Then this integration does not offer it today. Zapier exposes 5 triggers and 5 actions for Encharge: new, updated, tagged, untagged and unsubscribed people as triggers; add or update, tag, untag, unsubscribe and archive as actions. There is no search, so a Zap cannot look a person up first. Since every action works from an email, you can often get close by making sure the email travels with every step.
07Zapier, Make or n8n for Encharge?
It depends on your criteria, not on a ranking. On Zapier, Encharge offers 5 instant triggers and 5 actions, runs on the free plan for two-step Zaps, and has no search. The questions to put to each platform are the same: does it expose the exact Encharge operation your scenario needs, can it look a person up before acting, how does it bill a run with several steps, and who on your team will maintain it.
Same platform

Other docs you might need on this stack.

Browse all integrations