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Levitate Zapier integrationAutomate Levitate with Zapier.

The Levitate Zapier integration gives you 0 triggers, 3 actions and 0 searches. Levitate never starts a Zap: another app does, and Levitate receives the data. It runs on the free plan. Below: what each action does, what it costs, and where it trips.

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Overview

What the Levitate Zapier integration actually does

Levitate is a relationship platform: communication tools, success specialists and AI meant to keep long-term relationships alive. The Zapier integration only writes into it. Another app starts each Zap, and Levitate receives a contact, a donation or a policy, created or updated from that data.

Three results worth building first. Donations recorded as they arrive: a form or another tool starts the Zap, and Create a Donation logs the donor's name, email and amount in Levitate. One contact list across two systems: Create or Update Levitate Contact keeps each person in Levitate in step with the system of record, matched on its own ID. Policies that mirror the source: Create/Update a Policy creates the policy in Levitate or refreshes it when the source changes.

What Zapier does not do here matters as much. Levitate has no trigger, so nothing that happens inside Levitate can start a Zap: no new contact, no reply, no change. There is no search step either, so a Zap cannot look up a contact in Levitate before writing. Every step relies on the IDs and values the other app carries, so the quality of your Levitate data is the quality of that source.

Still choosing a platform? The Make vs Zapier comparison and the Zapier review sit on the same site.

Vocabulary

Zapier vocabulary in one minute

Seven words come back all along this page. Here they are, in plain English.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The event that starts the Zap. Levitate has none, so the trigger always comes from another app you connect.
Action
What the Zap does after it starts: the step that writes something for you, like a donation recorded in Levitate.
Task
The unit Zapier bills: one action that completes successfully. The allowance on your plan is a count of tasks.
Polling vs instant
Polling: Zapier checks an app on a timer. Instant: the app calls Zapier itself. It depends on the trigger app here.
Filter
A step that lets the Zap continue only when the incoming data meets a condition you set, and stops it otherwise.
Connection
Your Levitate account linked to Zapier once, then reused by every step of every Zap that writes to Levitate.
Cost

What it really costs you

Levitate is not a premium app, so it works on the free plan. The trigger of the other app never costs a task, and neither do Zapier's checks.

  • Free plan100 tasks per month, unlimited Zaps
  • Zap size on free2 steps: one trigger, one action
  • Premium appNo, Levitate works on free

Only an action that succeeds is billed: each contact, donation or policy written to Levitate is one task, and an action that fails is not counted. In a Zap with several actions, every success counts on its own, so three actions use three times what one does. The free plan stops at two steps, one trigger and one action. A filter or a second action makes the Zap multi-step, which needs a paid plan. If the trigger app polls, its check interval follows the grid below.

Connect

Connect Levitate to Zapier in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. In the dialog that opens, type Levitate in the search box and pick it from the results.

  2. 02

    Sign in to Levitate

    Click Add connection. A tab opens on Levitate: sign in with the account the Zap should write contacts, donations or policies into. You need a Levitate account before you start.

  3. 03

    Grant access

    Allow Zapier to access the account. The connection is saved once, then every Levitate step of every Zap reuses it. Anything you do not own yourself needs write rights on your side first.

First Zap

Your first Zap: record each donation from your form

GoalEach new submission of your donation form becomes a donation in Levitate, with the donor's name, email and amount.

  1. 01

    Create the Zap

    Start a new Zap, pick your form tool as the app that starts the Zap, and choose its new submission event. Connect the form account if it is not linked yet.

  2. 02

    Test the trigger

    Run the test so Zapier brings back recent submissions. Pick one that has a name, an email and an amount filled in: you will map from it.

  3. 03

    Add a filter on a paid plan

    With Filter, set a field, a rule and a value so only the submissions you want reach Levitate. This makes the Zap multi-step; on free, leave it out.

  4. 04

    Add Create a Donation

    Pick Levitate, then Create a Donation, and your Levitate connection. Map Donor Name, Donor Email and Donation Amount, all required.

  5. 05

    Test the action

    Run the action test and read what Levitate sends back. A successful test writes a real donation, so check it in Levitate afterwards.

  6. 06

    Publish

    Click Publish. Each new submission now becomes a donation in Levitate; submissions sent before publishing are not picked up.

Actions

The 3 Levitate actions

Levitate gives you 3 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create or Update Levitate Contact

Action

In Zapier“Creates or updates a Contact in Levitate”

Adds a person to Levitate, or refreshes them if they already exist, based on the ID your system of record gives them.

When to use it
your main contact base changes and Levitate should follow without a manual import.
Watch out
Contact ID in Source System is required; it is how Levitate stays in sync.
2

Create a Donation

Action

In Zapier“Creates a new Donation in Levitate”

Records a new gift in Levitate, tied to the donor who made it.

When to use it
a form or another tool registers a donation and Levitate should know about it.
Watch out
Donor Name, Donor Email and Donation Amount are all required.
3

Create/Update a Policy

Action

In Zapier“Creates or updates a policy in Levitate.”

Creates a policy in Levitate or updates the one already there, from the data of the system it comes from.

When to use it
a policy is issued or changed at the source and Levitate must show the same.
Watch out
nine fields are required, Cancellation Date and Policy Holder ID among them.
When it breaks

When a Levitate Zap breaks

Zapier links no help article to Levitate and lists no app-specific limit. What trips people up are Zapier's general rules, applied to the trigger app.

Three of them hit this integration directly. When a Zap misbehaves, check these before blaming the connection, and keep the Zapier troubleshooting page at hand.

  • The backlog stays where it is

    A Zap reacts only to what happens after you publish it. Donations, contacts or policies that existed before never reach Levitate; moving them is a separate job.

  • A bulk import gets held back

    When the trigger app suddenly returns a huge batch, after an import or a migration, Zapier's flood protection can hold it instead of writing everything.

  • Nothing is sent twice

    On a polling trigger, Zapier remembers what it has already seen, so the same item does not start the Zap twice and Levitate does not get a duplicate.
Need help

Need help automating Levitate with Zapier?

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FAQ

Levitate Zapier integration: questions people ask

01Is the Levitate Zapier integration free?
Yes. Levitate is not a premium app, so it runs on the free Zapier plan, which gives you 100 tasks per month and unlimited Zaps. The limit is size: a free Zap has two steps, one trigger and one action. A form submission followed by Create a Donation fits exactly. Add a filter, or a second Levitate action such as a contact update after the donation, and the Zap becomes multi-step and needs a paid plan.
02How many tasks does a Levitate Zap use?
One task per action that succeeds, and nothing for the trigger. A Zap that records each form donation in Levitate uses one task per donation. If Create a Donation fails, for instance because the email is missing, no task is counted. A Zap that writes the donation and then updates the contact costs two tasks per run, which adds up quickly against 100 tasks a month on the free plan.
03Does Levitate work in real time with Zapier?
Levitate has no trigger, so its own speed is never the question: the Zap starts in the other app. If that app's trigger is instant, the data reaches Levitate straight away. If it polls, Zapier checks it every 15 minutes on the free plan, every 2 minutes on Professional and every minute on Team and Enterprise. Look at the trigger of the app that starts your Zap to know which case applies.
04What does it take to connect a Levitate account?
A Levitate account, plus write rights on anything you do not own and want the Zap to touch. In Zapier, open Apps, click + Add connection, search for Levitate, click Add connection again and sign in to Levitate in the tab that opens. Then grant Zapier access. The connection is stored once and every Levitate step reuses it, so you do not sign in again for each new Zap you build afterwards.
05Why does Create a Donation keep failing?
Almost always because a required field is empty. Create a Donation needs three things on every run: Donor Name, Donor Email and Donation Amount. If the trigger app leaves one of them blank on some submissions, those runs fail while others go through. Check what the trigger test returned, map each of the three fields to a box that is always filled, and on a paid plan a filter can stop the incomplete ones before Levitate.
06What if the Levitate operation you need is not in Zapier?
Then the visible list is the limit: three actions, Create or Update Levitate Contact, Create a Donation and Create/Update a Policy, with no trigger and no search. Anything else is not offered in the Zapier editor for Levitate. The usual way around it is to keep Levitate as the place you write to and handle the rest in another app that Zapier supports, or to look at another automation platform with its own list of operations.
07Zapier, Make or n8n for Levitate?
It depends on the criterion, not on a winner. With Zapier, Levitate works on the free plan, but it can only receive data and free Zaps stop at two steps. If you need several Levitate actions in one run without paying, compare how Make or n8n price each step. And since Levitate offers no trigger on Zapier, check whether the other platform exposes any before you assume it does. The answer decides what you can automate there.
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