Linka Zapier integrationAutomate Linka with Zapier.
Linka Zapier integration: 3 triggers, 6 actions, 0 searches. Linka is a CRM. Through Zapier, a new lead, payment or subscription in Linka can start work in other tools at once, and contacts, products, subscriptions or invoices can be written into Linka from elsewhere.
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What the Linka Zapier integration does
The Linka Zapier integration connects your CRM to other apps through Zaps: automations you build once on Zapier, each made of a trigger (the event that starts it) and one or more actions (what it does next). Linka has both: three events that start a Zap, and six actions that write into Linka or read a contact from it.
Three things you can get out of it. Contacts that keep themselves up to date: Add or Update Contact takes a person from a spreadsheet or another app and either creates them or updates the record that matches their email and full name. Paperwork that follows money: New Payment starts a Zap the moment a payment is created, and Create Invoice can record the matching invoice. And follow-up on fresh leads: New Lead hands each new lead to whatever tool your team works in.
The detail that makes this app easy to plan around: all three triggers are instant. Linka tells Zapier as soon as a lead, a payment or a subscription is created, so even on the free plan nothing waits for a timed check.
What Zapier does not do here: there is no search step, no trigger for an updated or deleted record, and no action to delete anything. Get Contact Details reads one contact, but it is an action, not a search. Before building more, our Zapier review helps you weigh the tool itself.
Zapier vocabulary in one minute
The words you will meet in the editor, in plain English.
- Zap
- One automation on Zapier: a trigger, then one or more actions that run every time the trigger event happens.
- Trigger
- The event that starts the Zap. Linka offers three: a new lead, a new payment and a new subscription.
- Action
- What the Zap does once started: here, writing a contact, product, subscription or invoice into Linka, or reading a contact.
- Task
- What Zapier counts against your plan: one action completed successfully. Actions that fail are not counted.
- Polling vs instant
- Polling: Zapier checks the app for new items on a timer. Instant: the app calls Zapier the moment the event happens.
- Filter
- A step that lets the Zap continue only when what arrived meets your condition, and stops it there otherwise.
- Connection
- Your Linka account linked to Zapier once, then reused by every Linka trigger and action in all your Zaps.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A filter or a second action is enough to make one, and it needs a paid plan.
What a Linka Zap really costs
The three Linka triggers are free; each action that succeeds is one task.
- New lead, payment or subscription0 tasks
- Each Linka action that succeeds1 task
- Action that fails0 tasks
- Free plan100 tasks a month, 2 steps per Zap
A new lead, payment or subscription costs nothing: Zapier never bills the trigger. Each contact written, invoice created or detail fetched is one task, and an action that fails is not counted. Linka is not a premium app: the free plan gives 100 tasks a month, unlimited Zaps, two steps per Zap. New payment then invoice fits; add a filter, or Get Contact Details before another action, and the Zap is multi-step and paid. The interval grid below never applies to the three Linka triggers, which are instant: it only concerns a polling trigger in another app that feeds Linka.
Connect Linka to Zapier in three steps
- 01
Open Apps and start a connection
In your Zapier account, open the Apps page and click + Add connection. You need an existing Linka account first, with access to the records you want the Zap to read or write.
- 02
Find Linka
Search for Linka in the dialog, select it in the results, then click Add connection. A new tab opens on the Linka side, and that is where the actual sign-in happens.
- 03
Sign in and grant access
Sign in to Linka in that tab and grant Zapier access to the account. The connection is saved, and every Linka trigger or action in your Zaps reuses it from then on.
Your first Zap: turn each Linka payment into an invoice
GoalEach payment created in Linka starts the Zap, Create Invoice records the matching invoice in Linka, and a spreadsheet row keeps a log of what was invoiced.
- 01
Build: start from the Linka payment
Create a Zap and pick Linka as the trigger, with the New Payment event. Select the connection you made above, so the Zap listens to the right account.
- 02
Test the trigger
Run the trigger test. Zapier brings back the three most recent payments of the connected account, so you map fields from a real payment rather than an empty template.
- 03
Add Create Invoice
Add Create Invoice from Linka and fill every required field from the payment: date, number, currency, amounts, totals and status. Leave Historical Data on false for a live transaction.
- 04
Log it in a sheet
Add a spreadsheet step that writes the invoice number and total into a new row. This second action makes the Zap multi-step, so it needs a paid plan; drop it to stay free.
- 05
Test, then publish
Test each step and check the invoice in Linka, then click Publish to switch the Zap on. Only payments created after that moment will start it.
Linka triggers on Zapier
3 events start a Zap when something happens in Linka, and 3 of them are instant: the app calls Zapier straight away, whatever your plan.
New Lead
Instant triggerIn Zapier“Triggers when a new lead is created.”
Starts a Zap each time a new lead is created in Linka, and passes that lead's details to the steps that follow. That is the hook for any follow-up that lives outside the CRM: a message to the person in charge, a row in a tracking sheet, or a task in your team's own tool.
New Payment
Instant triggerIn Zapier“Triggers when a new payment is created.”
Fires when a payment is created in Linka and hands its details to the next steps. Use it to record the payment somewhere else, to tell the people who need to know, or to start the paperwork that comes after money arrives, such as creating the matching invoice in Linka.
New Subscription
Instant triggerIn Zapier“Triggers when a new subscription is created.”
Runs your Zap whenever a new subscription is created in Linka, with the subscription details available to every later step. It suits anything that should follow a sign-up: a welcome message from another tool, an entry in a sheet that tracks subscribers, or an alert to the person who handles the account.
Linka actions on Zapier
Linka gives you 6 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Add or Update Contact
ActionIn Zapier“Creates a new contact.”
Creates a contact in Linka, or updates an existing one when matching is switched on, so a person coming from another app lands in the CRM once.
Add or Update Contact (Extended)
ActionIn Zapier“Adds or updates a contact (extended version).”
Does the same job with far more control: it can replace lists such as tags, emails or phones instead of merging them, save a record despite validation errors, create a user from the personal email and send that user a welcome email.
Create Invoice
ActionIn Zapier“Creates a new invoice in the CRM”
Records an invoice in the CRM with its date, number, currency, line amounts, totals and status.
2024-06-11T11:11:41Z, and Historical Data goes to true only for a record that is not an actual transaction; it should stay false by default.Create Product
ActionIn Zapier“Creates a new product in the CRM”
Adds a new product to the Linka catalog from data held elsewhere, with its type, its name and its SKU, the product code.
Get Contact Details
ActionIn Zapier“Get Contact Details”
Fetches the details of one Linka contact so the steps after it can use them, for instance to fill an email or a document in another app.
Add or Update Subscription
ActionIn Zapier“Creates a new subscription.”
Writes a subscription into Linka for an existing contact and an existing product, with the payment period and whether billing recurs.
When a Linka Zap breaks
Zapier attaches no help article to Linka, so the traps come from Zapier's own rules.
Four cases show up as soon as Linka both starts Zaps and receives data from them. None is specific to Linka, and each one costs tasks or leaves records missing. When a Zap stops for a reason you cannot pin down, go to Zapier troubleshooting.
Past leads and payments are skipped
A Zap only reacts to what happens after it is switched on. Leads, payments and subscriptions created earlier are never sent; moving that backlog is a separate job.The subscription loop
A Zap started by New Subscription that runs Add or Update Subscription can create the very event it listens to, and each turn of the loop burns a task.A bulk import held back
After an import or a migration, the trigger app can return a huge batch at once. Zapier's flood protection can hold it back rather than push every record into Linka.No duplicate from a timed check
When a Zap writing into Linka starts on another app's polling trigger, Zapier remembers the items it has already seen, so the same row does not create a contact twice.
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