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Livespace Zapier integrationAutomate Livespace with Zapier.

The Livespace Zapier integration gives you 6 triggers, 13 actions and 3 searches to move companies, people, deals and tasks in and out of your sales CRM. This page covers what each one does, what it costs, and the traps to know before you publish.

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Overview

What the Livespace Zapier integration actually does for you

The Livespace Zapier integration links your Livespace account to Zapier, a service that runs automations between apps. Something happens in Livespace, or in another tool, and Zapier writes the next step for you: a company, a person, a deal, a note or a task, without you copying anything by hand.

A follow-up task on every fresh deal. New Deal starts the automation and Create Task puts the next step on the right desk, so no opportunity sits in the pipeline without an owner knowing what comes next.

A clean contact base fed from outside. When a lead lands in another tool, Find a Person checks whether Livespace already knows them, and only then does Create Person add a record. Fewer duplicates, less cleanup later.

A paper trail when a deal moves. Change in Deal Stage and Change in Deal Status let another tool hear about progress, and Add Deal Note keeps the context written on the deal itself.

What Zapier does not do here: none of the six Livespace triggers is instant, so every one of them waits for Zapier's next check. There is no delete action, and no trigger fires when an existing company or person is edited, only when one is added. Anything outside the listed operations goes through API Request (Beta), which is a technical step.

If you are still choosing a platform, see our n8n vs Zapier and Make vs Zapier comparisons.

Vocabulary

Zapier vocabulary in one minute

Seven words come back on every line of this page. Here they are in plain English, once.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time the starting event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is switched on, Zapier waits for that event and nothing else.
Action
What the Zap does after it starts: the step that writes, sends or moves something in an app on your behalf.
Task
The unit Zapier bills: one action your Zap completes successfully. The number on your plan counts those, and only those.
Polling vs instant
A polling trigger is checked on a timer for new items. 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 the condition you set, and stops it quietly otherwise.
Search step
A step that looks up something already stored in an app, so the following steps can reuse what it found.
Cost

What a Livespace Zap really costs

Livespace is not a premium app on Zapier, so it works on the free plan. The bill depends on actions, not on how often Zapier looks.

  • Premium appNo, works on the free plan
  • Free plan100 tasks a month, two-step Zaps
  • BilledEach successful action, never the trigger
  • Livespace triggers6, all polling

The trigger never costs a task, and the checks Zapier runs to spot new deals cost nothing either. Each action that succeeds counts once, so a Zap with three actions uses three times what a one-action Zap uses. A failed action is not counted. The free plan gives 100 tasks a month, unlimited Zaps, a check every 15 minutes and no premium apps. Its quiet limit: two steps only, one trigger and one action. Adding a filter, a search or a second action makes a multi-step Zap, which needs a paid plan. The grid below is how often a polling trigger is checked on each plan, and all six Livespace triggers are polling.

Connect

Connect Livespace to Zapier in three steps

  1. 01

    Open your connections

    In Zapier, open the Apps page of your account and click + Add connection. A connection is your Livespace account linked once, then reused by every step that touches Livespace.

  2. 02

    Pick Livespace

    Type Livespace in the search box of the dialog, select it, then click Add connection. You need an existing Livespace account, plus access to any record you do not own and want the Zap to change.

  3. 03

    Sign in and allow access

    A new tab opens on Livespace. Sign in there and grant Zapier access to the account. Back in Zapier, the connection appears in your list and every Livespace step can pick it.

First Zap

Your first Livespace Zap: a task for every new deal

GoalEach time a deal is added in Livespace, create a follow-up task so the next step never depends on memory.

  1. 01

    Start the Zap

    Create a Zap, pick Livespace as the app that starts it and New Deal as the event. Choose the connection you added earlier.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent deals of the account, so you map the next step on a real one rather than on guesswork.

  3. 03

    Add the action

    Add Livespace again as the action app, with Create Task. Fill Task name, which is required, using the deal name from the trigger so each task says which deal it belongs to.

  4. 04

    Test the action

    Run the action test once and open Livespace to read the task it created. If the wording looks wrong, fix the mapping now, before anything runs on its own.

  5. 05

    Publish

    Publish the Zap to switch it on. From there, deals added later are picked up at each check. Deals that existed before stay as they are.

Triggers

Livespace triggers: what starts a Zap

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

1

New Company

Polling trigger

In Zapier“Triggers when a new company is added.”

Starts your Zap whenever a company record shows up in Livespace, whoever typed it and from wherever. It is the natural entry point when an account must also exist in your invoicing tool or in a shared spreadsheet.

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
every new client company must also exist in a spreadsheet, without anyone retyping it.
Watch out
editing an existing company does not start this trigger, only adding one does.
2

New Person

Polling trigger

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

Fires on each contact person added to the CRM, which makes it the hook for anything that greets or registers a new contact elsewhere. The person's details travel to the next step, ready to map.

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
a sales rep adds a contact after a call and that contact should exist in another tool too.
Watch out
if the same Zap also creates people in Livespace, it can set itself off again and again.
3

New Deal

Polling trigger

In Zapier“Triggers when a new deal is added.”

Picks up every deal opened in Livespace and hands it to the following steps. Zapier lists it among the featured triggers of this app, and it makes a natural first 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
each new opportunity should create a follow-up task or a message to whoever handles the deal.
Watch out
deals created before the Zap was published are never picked up.
4

Change in Deal Stage

Polling trigger

In Zapier“Triggers when deal stage is changed.”

Reacts when a deal moves from one stage of your pipeline to another. This is the trigger that turns pipeline progress into work elsewhere, instead of waiting for someone to report 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
every move of a deal from one stage to the next should log a row in a shared spreadsheet.
Watch out
to react to one stage only, you need a filter, which makes the Zap multi-step and paid.
5

Change in Deal Status

Polling trigger

In Zapier“Triggers when deal status is changed.”

Fires when the status of a deal changes, as opposed to its stage. Think of it as the outcome signal of your pipeline rather than the progress signal.

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
another tool needs to hear about a deal once its status changes, without anyone rereading the CRM.
Watch out
stage and status are two different triggers, so pick the one your team actually updates.
6

New Task

Polling trigger

In Zapier“Triggers when a new task is added.”

Starts the Zap when a task of a chosen type is added in Livespace. You tell it which task type to watch, so one kind of task can be followed without the others getting in the way.

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
every new task of one type should also land in another app where your team tracks its work.
Watch out
the Task type you enter must match the task type name in Livespace exactly.
Actions

Livespace actions: what a Zap can do in your CRM

Livespace gives you 13 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Company

Action

In Zapier“Creates a new company.”

Adds a company record to Livespace from data that arrived in another app. Only Company name is required.

When to use it
a form names a new client that the CRM has never seen.
Watch out
a Force adding new company option exists, so decide whether duplicates are acceptable before you turn it on.
2

Add Company Note

Action

In Zapier“Adds a note to existing company.”

Writes a note on a company that already exists. It needs the Company ID and the note text.

When to use it
an event in another app deserves a line on the company it concerns.
Watch out
the Company ID usually comes from a trigger or a Find a Company step, not from typing.
3

Create Deal

Action

In Zapier“Creates a new deal.”

Opens a new deal in your Livespace pipeline. Deal name is the one required field, the rest is optional.

When to use it
a request coming from a form should become an opportunity.
Watch out
name deals with a value that tells them apart, or your pipeline fills with identical titles.
4

Add Deal Cost

Action

In Zapier“Adds a cost to existing deal.”

Attaches a cost to an existing deal. It asks for the Deal ID and a Cost ID, both required.

When to use it
a cost recorded elsewhere has to show up on the deal it serves.
Watch out
the Cost ID must point to a cost already known in Livespace, so map it rather than inventing one.
5

Add Deal Note

Action

In Zapier“Adds a note to existing deal.”

Pins a note to a deal that is already in the pipeline, using its Deal ID and the note text.

When to use it
a summary written in another app should sit on the deal it concerns.
Watch out
without a Deal ID passed from an earlier step, the action has nothing to write on.
6

Add Deal Product

Action

In Zapier“Adds a product to existing deal.”

Links a product to an existing deal. Both the Deal ID and the Product ID are required.

When to use it
an order in another app names a product the deal should list.
Watch out
the product has to exist in Livespace first; this action does not create it.
7

Create Person

Action

In Zapier“Creates a new person.”

Adds a contact person to Livespace. The required field holds first name and last name together.

When to use it
someone fills in a form and should become a contact.
Watch out
a Force adding new person option exists; when a person may already be there, run Find a Person first.
8

Add Person Note

Action

In Zapier“Adds a note to existing person.”

Records a note on an existing contact, from the Person ID and the note text.

When to use it
a message from a contact deserves a trace on their record.
Watch out
the Person ID is the long identifier Livespace uses, not the contact's name.
9

Create Task

Action

In Zapier“Creates a new task.”

Puts a new task in Livespace. Task name is required; Is done and Is private both default to false.

When to use it
a form asks for a callback, and someone on the team must own it.
Watch out
if a New Task trigger watches the same type, this action can restart its own Zap.
10

Edit Company

Action

In Zapier“Allows you to edit existing company info.”

Updates details on a company that is already in the CRM. Company name is required.

When to use it
another app holds the newest details and the CRM should follow.
Watch out
fields you map overwrite what is in Livespace, so map only what the source keeps current.
11

Edit Deal

Action

In Zapier“Allows you to edit existing deal info.”

Changes an existing deal. It needs the Deal to edit and the Deal name, both required.

When to use it
another app reports a change and the deal should reflect it.
Watch out
the Deal name is required even when you only meant to change another field, so carry it over.
12

Edit Person

Action

In Zapier“Allows you to edit existing person info.”

Updates a contact person, with first name and last name as the required field.

When to use it
a contact's details change in another app and Livespace should follow.
Watch out
find the right person first with Find a Person, or you may edit someone else.
13

API Request (Beta)

Action

In Zapier“This is an advanced action which makes a raw HTTP request that includes this integration's authentication.”

An advanced step that sends a raw request to Livespace with your connection already signed in. You set the HTTP Method, the URL and Stop on error.

When to use it
you need something none of the twelve other actions covers.
Watch out
requests can only target domains tied to Livespace, and it is in beta.
Searches

Livespace searches: find before you create

3 search steps look for data that already exists in Livespace, so a later step can use it.

A search step sits at the bottom of the action event list, under the SEARCH heading. It finds an existing record and hands it to the next steps. Three settings decide what happens when the result is not what you expected.

1

Find a Company

SearchFind or create

In Zapier“Search for company.”

Looks up a company already stored in Livespace and returns it, ID included, to the steps that follow.

When to use it
before adding a note to a company named in incoming data.
Watch out
the editor also shows Search or Create Company. It is this same search with the create box ticked, not a separate operation.
2

Find a Deal

SearchFind or create

In Zapier“Search for deal.”

Retrieves an existing deal so a later step can note it, edit it or add a product to it.

When to use it
a payment arrives and you need the deal it belongs to.
Watch out
Search or Create Deal in the list is this search with creation switched on, and it opens a deal when none matches.
3

Find a Person

SearchFind or create

In Zapier“Search for person.”

Finds a contact person who is already in the CRM and passes their record on.

When to use it
a sign-up comes in and you do not want a second copy of the contact.
Watch out
Search or Create Person is the find-or-create form of this same search, counted nowhere as an extra operation.

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. Switched on, the Zap carries on without a result.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into a find-or-create step: it then asks for the fields needed to create the missing record.
  3. If multiple search results are found?
    Keep the first match (the default), stop the Zap, or pass every match on to the next steps.
When it breaks

When a Livespace Zap breaks

Zapier attaches no help article to Livespace, so the failures below are the general ones. They still hit CRM Zaps hard.

Most broken Livespace Zaps fall into one of these four cases. When the cause is less obvious, the Zapier troubleshooting page is where to go next.

  • Old deals never come through

    A Zap only reacts to what happens after you switch it on. Deals, people and companies already in Livespace stay where they are; moving that backlog is a separate job.

  • The Zap keeps restarting itself

    A Zap that writes where its own trigger looks loops. Create Task under a New Task trigger on the same type is the classic case, and it burns your task count fast.

  • A bulk import gets held back

    After a big import into Livespace, a trigger may suddenly return a huge batch. Zapier's flood protection can then hold those items back instead of running them all.

  • The same record never runs twice

    Zapier remembers what a polling trigger has already seen. An item it has already handled will not start the Zap a second time, which is a feature, not a fault.
Need help

Need help automating Livespace with Zapier?

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FAQ

Livespace Zapier integration: common questions

01Is the Livespace Zapier integration free?
Yes, as long as your Zaps stay simple. Livespace is not a premium app, so the free plan can use it, with 100 tasks a month and unlimited Zaps. The catch is the two-step limit: one trigger and one action. A Zap that searches for a contact before creating it, or that adds a filter, becomes multi-step and requires a paid plan. You also need your own Livespace account, since Zapier only connects to it.
02How many tasks does a Livespace Zap use?
One task per action that succeeds, and nothing else. The trigger is free, and so are the checks Zapier runs to spot new deals or contacts, however often they happen. A Zap that creates a task in Livespace uses one task per run. A Zap that finds a person, creates them, then adds a note can use up to three. An action that fails is not counted against your plan.
03Does Livespace send events to Zapier in real time?
No. All six Livespace triggers are polling triggers, so Zapier checks your account on a timer instead of being notified. On the free plan that check runs every 15 minutes. Professional checks every 2 minutes, Team and Enterprise every minute. Paid plans can also run a check by hand from the editor. If timing matters for your team, build the Zap around that delay rather than against it, and keep anything urgent out of a polling chain.
04What does it take to connect Livespace to Zapier?
A working Livespace account, and access to the records you want the Zap to touch if they belong to someone else. In Zapier you open the Apps page, click + Add connection, pick Livespace, then sign in to Livespace in the tab that opens and grant access. The connection is then saved and reused by every Livespace step you add later, so it is a one-time setup. The fields of each step, such as the Deal ID a note needs, are filled later in the editor, not when you connect.
05Why does a Livespace note action fail without an ID?
Because Add Company Note, Add Deal Note and Add Person Note all need the record's ID, not its name. That ID is a long identifier Livespace generates, and nobody types it. Pass it from the trigger that started the Zap, or put a Find a Company, Find a Deal or Find a Person step before the note. Remember that a search step makes the Zap multi-step, which means a paid plan.
06What if the Livespace operation you need does not exist?
Use API Request (Beta), the advanced action that sends a raw request to Livespace with your connection already signed in. You choose the HTTP method and the URL, and decide whether the step stops on error. Requests can only go to domains tied to Livespace. It is a technical step and still in beta, so it suits someone comfortable with the technical documentation of Livespace. Test it on a harmless request before you let it write anything.
07Zapier, Make or n8n for Livespace?
It depends on your criteria, not on a winner. Zapier offers 6 ready Livespace triggers, 13 actions and 3 searches, which covers most CRM moves without technical work. Your task volume matters, because every successful action is billed. So does how quickly you need deals to move, since every trigger here is polling. On Zapier's side, also check whether your Zaps fit in two steps, since the free plan stops there. Weigh those points against your own volume and team before choosing.
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