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eWay-CRM Zapier integrationAutomate eWay-CRM with Zapier.

The eWay-CRM Zapier integration gives you 6 triggers, 6 actions and 7 searches to move companies, contacts, deals, projects, tasks and journals in and out of the CRM that lives inside Outlook, without copying anything by hand.

See the 19 operations

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Overview

What the eWay-CRM Zapier integration actually does

It links your eWay-CRM account to Zapier so that a change in the CRM starts an automation, or so that another tool can write records into eWay-CRM for you. Every one of the 19 operations is built around the same six record types: companies, contacts, deals, projects, tasks and journals.

Three results people build first. A follow-up that writes itself: when a deal moves, Save a Task hands the next step to a named person. A clean activity log: Save a Journal records an activity, such as a GDPR request, against the right contact. A project that opens on its own: once a deal is won elsewhere, Save a Project creates the delivery file and Find a Company attaches it to the right account.

Now the part the app page skips. Every trigger here works by polling, so nothing reacts the second a record changes: on the free plan you wait up to 15 minutes. Each trigger also fires on new and updated records, so one edit can start the Zap again. None of the visible operations deletes a record, and each of the six save actions both creates and edits, so think about which of the two you want before mapping.

If you are weighing other tools, the eWay-CRM Make integration covers the same CRM from the Make side, and Make vs Zapier compares the two platforms criterion by criterion.

Vocabulary

Zapier vocabulary in one minute

Eight words carry the whole page. Read them once and the rest goes fast.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time that trigger event happens.
Trigger
The event in an app that starts your Zap. Once the Zap is switched on, Zapier sits and waits for it to happen.
Action
What the Zap does after it starts: the step that creates, writes or sends something in an app on your behalf.
Task
The unit Zapier bills you for. One task is one action your Zap completes successfully, and your plan counts those.
Polling vs instant
A polling trigger is checked on a timer for anything new. An instant trigger is reported by the app itself the moment it happens.
Filter
A step that lets the Zap continue only when the incoming data meets a condition you set. Otherwise the run stops there.
Search step
A step that looks up a record that already exists, so the steps after it can reuse what it found, such as an ID.
Connection
Your eWay-CRM account linked to Zapier once, then reused by every step of every Zap that touches eWay-CRM.
Cost

What it really costs to run eWay-CRM on Zapier

eWay-CRM is not a premium app, so it works on the free plan. The bill is counted in tasks, not in triggers.

  • Premium appNo, works on the free plan
  • Trigger checksFree, never billed
  • Free plan100 tasks a month
  • Steps on free planTwo: one trigger, one action

The trigger costs nothing, however often Zapier checks eWay-CRM. Each action that succeeds counts as one task, and an action that fails is not counted. A Zap with three actions uses three tasks per run. The free plan gives you 100 tasks a month and unlimited Zaps, but only two steps per Zap: one trigger, one action. Add a search, a filter or a second action and you have a multi-step Zap, which needs a paid plan.

Connect

Connect your eWay-CRM account in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. You need an eWay-CRM account, plus read or write rights on any record you do not own and want the Zap to touch.

  2. 02

    Pick eWay-CRM

    Type eWay-CRM in the search box of the dialog, select it, then click Add connection. A new browser tab opens on the eWay-CRM sign-in page, where the next step happens.

  3. 03

    Sign in and grant access

    Log in with the eWay-CRM account the Zaps should act as, then allow Zapier to access it. From now on, every eWay-CRM step reuses this connection. One connection is enough for all your Zaps.

First Zap

Your first Zap: a review task each time a project changes

GoalWhen a project is created or edited in eWay-CRM, find its company and give the project manager a task to review the change.

  1. 01

    Build: choose the trigger

    Create a Zap, pick eWay-CRM as the app and New or Updated Project as the event, then select the connection you added earlier.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent projects of your account, so pick a real one to map the next steps against.

  3. 03

    Add the search

    Add Find a Company and feed it the company from the project. This search step makes the Zap multi-step, so it needs a paid plan.

  4. 04

    Add the action

    Add Save a Task. Fill Subject, Delegator and Solver, and map what the search returned about the company into the task. Since edits fire the trigger too, each change of the project produces its own review task.

  5. 05

    Test, then Publish

    Test each step once and read what came back in eWay-CRM. When the task looks right, click Publish to switch the Zap on. The Zap then checks for projects on your plan interval.

Triggers

eWay-CRM triggers

6 events start a Zap when something happens in eWay-CRM. Zapier checks for them at the interval your plan allows.

1

New or Updated Company

Polling trigger

In Zapier“Triggers when scheduled and returns a new or updated company in eWay-CRM.”

Starts your Zap whenever a company record is added to eWay-CRM or edited afterwards. You get the company as it stands at that moment, ready to map into the next step.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
keep a client list in another tool in step with the accounts your sales team edits in Outlook.
Watch out
an update fires it too, so a Zap that writes back into the same company with Save a Company will set itself off again.
2

New or Updated Contact

Polling trigger

In Zapier“Triggers when scheduled and returns a new or updated contact in eWay-CRM.”

Fires on a person: a contact created in the CRM, or one whose details someone changed later. It is the entry point for anything that has to follow the people in your address book.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
push a new contact into your mailing tool so a welcome sequence can start without anyone exporting a list.
Watch out
a typo fixed on an existing contact counts as an update and runs the Zap again, so plan for repeat runs downstream.
3

New or Updated Deal

Polling trigger

In Zapier“Triggers when scheduled and returns a new or updated deal in eWay-CRM.”

Watches the pipeline. Any deal that is created, or edited later, starts the Zap and carries the deal record along with it.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
hand the next step of a deal to a colleague as a task, so a quote never waits on someone remembering to do it.
Watch out
since edits count, a busy deal can run the Zap several times in a day and spend a task on each run.
4

New or Updated Journal

Polling trigger

In Zapier“Triggers when scheduled and returns a new or updated journal in eWay-CRM.”

Journals are where eWay-CRM keeps the activity attached to a record. This trigger starts the Zap when an entry is written there or changed afterwards.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
copy every logged call into a shared reporting sheet your manager reviews without opening Outlook.
Watch out
never pair it with Save a Journal on the same record, or each logged entry produces another one.
5

New or Updated Project

Polling trigger

In Zapier“Triggers when scheduled and returns a new or updated project in eWay-CRM.”

Covers the delivery side of the CRM. A project that is opened, or modified later, is picked up on the next check and handed to your Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
open a matching board in your project tool as soon as sales turns a deal into a project.
Watch out
projects that existed before you switched the Zap on are never picked up; moving that backlog is a separate job.
6

New or Updated Task

Polling trigger

In Zapier“Triggers when scheduled and returns a new or updated task in eWay-CRM.”

Reacts to the to-do list: a task assigned in eWay-CRM, or one whose content or status someone updated, starts the run.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
send the assignee a message in your team chat each time a task lands on their plate.
Watch out
a Zap that answers this trigger with Save a Task on the same task loops on itself and burns through your task count.
Actions

eWay-CRM actions

eWay-CRM gives you 6 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Save a Company

Action

In Zapier“Creates a new company or edits an existing one.”

Adds an account to eWay-CRM, or edits one that is already there. You can tick whether it is a customer, a vendor or a competitor, and set the email opt-out.

When to use it
turn a form signup from a business into a company record your sales team sees in Outlook.
2

Save a Contact

Action

In Zapier“Creates a new contact or edits an existing one.”

Writes a person into the CRM, either as a new contact or as an edit of an existing one. The Email Opt Out box travels with it.

When to use it
capture every webinar attendee as a contact without retyping names from a spreadsheet.
3

Save a Deal

Action

In Zapier“Creates a new deal or edits an existing one.”

Opens a new opportunity in the pipeline or updates one in place, with its own email opt-out setting.

When to use it
when a quote request lands from your website, create the deal straight away so it shows up in the pipeline review.
4

Save a Journal

Action

In Zapier“Creates a new journal or edits an existing one.”

Logs an activity in the journal of a record, or edits an entry already there. Two flags matter: System, for read-only entries hidden by default, and GDPR Relevant.

When to use it
record a customer request to erase personal data and tick GDPR Relevant so it can be traced later.
Watch out
ticking System hides the entry from the default view, so leave it off for anything your team should read.
5

Save a Project

Action

In Zapier“Creates a new project or edits an existing one.”

Creates the project record that follows a sale, or edits an existing one, so delivery work sits in the same CRM as the deal.

When to use it
spin up the project file the moment a contract is signed in your e-signature tool.
6

Save a Task

Action

In Zapier“Creates a new task or edits an existing one.”

Assigns work inside eWay-CRM. A Subject, a Delegator and a Solver are required, and the same action can also edit an existing task.

When to use it
give a salesperson a call-back task whenever a lead fills in your contact form.
Watch out
marking a task Completed also needs Completed (%) at 1.0, a Completed Date and Reminder Set on False.
Searches

eWay-CRM searches

7 search steps look for data that already exists in eWay-CRM, so a later step can use it.

Searches sit at the bottom of the action-event list, under the SEARCH heading. Each one looks up a record that already exists and hands it to the next steps. Any Zap with a search is multi-step, so it needs a paid plan. eWay-CRM offers no find-or-create variant. Three settings decide what happens when a search does not find exactly one match.

1

Find a Company

Search

In Zapier“Returns a specified company.”

Looks up an account already in eWay-CRM and returns it, customer, vendor and competitor flags included.

When to use it
before saving a deal, fetch the company so the deal lands on the right account.
Watch out
by default a search that finds no company stops the Zap, so decide upfront whether a missing account should end the run.
2

Find a Contact

Search

In Zapier“Returns a specified contact.”

Retrieves one person from your address book so a later step can update or reference them.

When to use it
check whether an inbound lead is already known before a Save a Contact step runs.
Watch out
if two contacts match, Zapier keeps the first one by default, which may not be the person you had in mind.
3

Find a Deal

Search

In Zapier“Returns a specified deal.”

Pulls back an existing deal from the pipeline, which you then map into a task, a journal or an edit.

When to use it
attach a logged call to the deal it belongs to instead of leaving it floating on the contact.
4

Find a Journal

Search

In Zapier“Returns a specified journal.”

Locates a journal entry, the System and GDPR Relevant flags included, so you can reuse or edit it. Map what it returns into Save a Journal when an entry needs correcting, instead of writing a second one by hand.

When to use it
during a data-protection review, retrieve the entry that recorded a customer's request.
5

Find a Project

Search

In Zapier“Returns a specified project.”

Finds a project already open in eWay-CRM and passes it to the steps that follow.

When to use it
link a new task to the delivery project it serves, so the team sees it in one place.
Watch out
with no project found and the default setting, the task step after it is skipped and nothing gets assigned.
6

Find a Task

Search

In Zapier“Returns a specified task.”

Brings back an existing task, Reminder Set included, so a later step can update it rather than open a new one.

When to use it
close the matching eWay-CRM task when the same job is ticked off in another tool.
7

Find a Drop-Down Menu Value

Search

In Zapier“Get a drop-down menu value.”

Fetches the value of one of your eWay-CRM drop-down menus, so a save action receives the exact value eWay-CRM expects.

When to use it
map a lead source picked on your website to the matching entry of your CRM menu.
Watch out
the required Drop-Down Menu field wants the Tech. Name column, copied from Admin Center > Drop-Down Menus.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and skips the steps that needed it. Switch it on and the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    This box turns a search into a find-or-create. None of the eWay-CRM searches offers it, so a missing record has to be handled by a separate save action.
  3. If multiple search results are found?
    Three ways out when several records match: keep the first, which is the default, stop the Zap, or pass all of them on at once.
When it breaks

When your eWay-CRM Zap breaks

Zapier links no help article to eWay-CRM, so the traps below are the general Zapier ones, read through how this app behaves.

Keep one detail in mind: every trigger here watches both new and updated records. When a run looks wrong, the Zapier troubleshooting page is the next stop.

  • The Zap triggers itself in a loop

    A Zap that saves into the same record type its trigger watches, say New or Updated Deal followed by Save a Deal, fires again on its own edit and eats tasks fast.

  • Old records are never picked up

    A Zap only reacts to what happens after you publish it. Companies or deals that already existed stay where they are, and moving them over is a separate job.

  • A bulk import gets held back

    Import hundreds of contacts at once and the trigger suddenly returns a huge batch. Zapier's flood protection can hold that batch back instead of running it.

  • Closing a task takes four fields

    Setting Completed on Save a Task comes with three conditions: Completed (%) at 1.0, a Completed Date filled in and Reminder Set on False. Map all four together in the same step.
Need help

Need help automating eWay-CRM with Zapier?

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FAQ

eWay-CRM and Zapier: your questions

01Is the eWay-CRM Zapier integration free?
Yes, as long as your Zap stays at two steps. eWay-CRM is not a premium app, so it runs on the free Zapier plan, which gives you 100 tasks a month and unlimited Zaps. The catch is the step limit: one trigger and one action. The moment you add a search such as Find a Company, a filter or a second action, the Zap becomes multi-step and needs a paid plan. You also need your own eWay-CRM account, which Zapier does not provide.
02How many tasks does an eWay-CRM Zap use?
One task per action that succeeds, and nothing for the trigger. Zapier can check eWay-CRM for new deals all day without billing anything; only a completed save counts. A Zap that saves a contact and then a journal uses two tasks per run. A failed action is not counted. Keep in mind that every trigger also fires on updates, so an edit can run your Zap again and spend another task.
03Does eWay-CRM send changes to Zapier in real time?
No. All six eWay-CRM triggers are polling triggers: Zapier goes to check for new or updated records on a timer. On the free plan that check runs every 15 minutes, every 2 minutes on Professional and every minute on Team and Enterprise. On a paid plan you can also run a check by hand from the editor. None of the eWay-CRM triggers is instant, so there is no way to get an immediate reaction from this app.
04What does it take to connect eWay-CRM to Zapier?
An eWay-CRM account and the right to see what the Zap will touch. You open Apps in Zapier, click + Add connection, choose eWay-CRM, sign in in the tab that opens and grant access. If a Zap has to edit companies, deals or tasks owned by colleagues, the connected account needs read or write access to those records. For tasks, the people you set as Delegator and Solver must exist in the CRM.
05How do you mark a task completed with Save a Task?
Fill Completed together with three other values. eWay-CRM asks that Completed (%) be set to 1.0, which means 100%, that the Completed Date contain a value, and that Reminder Set be switched to False. The simplest approach is to map the date from an earlier step and type the two fixed values directly in the action. Pair it with Find a Task, so the Zap edits the task that already exists instead of opening a new one. Test the step once and open the task in Outlook to confirm it closed.
06What if the eWay-CRM operation you need does not exist?
Then the integration cannot do it directly, and it is better to know before building. The visible list covers saving and finding companies, contacts, deals, projects, tasks and journals, plus drop-down values. Nothing deletes a record. The usual workaround is to combine a search with a save action, for example finding a task and then editing it. When that is not enough, a team that builds on Zapier daily can check whether another route exists.
07Zapier, Make or n8n for eWay-CRM?
It depends on the criterion that matters to you, not on a ranking. On Zapier, eWay-CRM works from the free plan for two-step Zaps, and the polling interval shortens on paid plans. For any platform, compare the same three things: the operations it exposes for eWay-CRM, what one run costs at your volume, and who on your team will maintain the workflow. A Make integration for eWay-CRM exists too, so that comparison can be made on real operations rather than on reputation.
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