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LocaliQ Zapier integrationAutomate LocaliQ with Zapier.
The LocaliQ Zapier integration gives you 2 triggers and no action. Both triggers are instant and LocaliQ works on the free plan. This page covers what each trigger hands you, what a Zap costs in tasks and the spots where it trips.
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What the LocaliQ Zapier integration does for you
The integration links your LocaliQ account to Zapier, so new contacts and contact interactions in LocaliQ can set off work in your other tools. You build a Zap (one automation: an event that starts it, then the steps that follow) and Zapier runs it each time that event happens, with no copying by hand.
A contact list that stays in step. New Contacts is a trigger (the event that starts the Zap): it fires when a contact is created in LocaliQ. The next step, an action (the part that writes, sends or moves something for you), can add that person to your spreadsheet or your CRM.
An alert when a contact gets in touch. New Contact Interaction fires when LocaliQ records a new interaction with a contact. Route it to your team chat and the person who should follow up hears about it without watching a dashboard.
One place for both. Two Zaps, one per trigger, feeding the same spreadsheet give you a running log of new contacts and of what they did next.
What Zapier does not do here: LocaliQ has no action and no search in Zapier. A Zap can read from LocaliQ but never write into it, so creating or updating a contact there is out of reach. When the catalog is this one-sided, the n8n vs Zapier comparison is worth a look before you decide.
The Zapier words used on this page
Seven terms, one line each. With these, nothing below needs a second read.
- Zap
- The automation you build: one trigger, then one or more actions that run every time that trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier simply waits for that event to come in.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something in another app for you.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The allowance of your plan counts those.
- Polling vs instant
- Zapier checks a polling trigger on a timer. An instant trigger is reported by the app itself as soon as the event happens.
- Filter
- A step that lets the Zap carry on only when what arrived meets the condition you set, and stops it otherwise.
- Connection
- Your LocaliQ account linked to Zapier once, then reused by every step of every Zap that works with LocaliQ.
What a LocaliQ Zap costs you in tasks
Zapier bills completed actions, not events. LocaliQ only offers triggers, and a trigger never costs a task.
- Trigger0 tasks
- Each successful action1 task
- Free plan100 tasks a month, 2-step Zaps
- Premium appNo, works on the free plan
What you pay for is the action in the other app: each one that succeeds counts once, so a Zap with three actions uses three times what a one-action Zap uses. An action that fails is not counted. LocaliQ is not a premium app, so it works on the free plan: 100 tasks a month, unlimited Zaps, two steps per Zap. A filter or a second action makes the Zap multi-step, which needs a paid plan. The interval grid below is for polling triggers and does not apply here: both LocaliQ triggers are instant.
Connect your LocaliQ account to Zapier
- 01
Open the Apps page
In your Zapier account, open Apps and click + Add connection. You need a LocaliQ account first, plus access to any contacts you do not own but want the Zap to read.
- 02
Find LocaliQ in the dialog
Type LocaliQ in the search box of the dialog, select it and click Add connection. A new tab opens on the LocaliQ side so you can sign in with the account that holds your contacts.
- 03
Allow access
Sign in to LocaliQ in that tab and grant Zapier access to the account. The connection then shows up in your Apps list, and every Zap that uses LocaliQ picks it from there.
Your first Zap: flag contact interactions to your team
GoalEach new contact interaction in LocaliQ that passes your filter is posted in your team chat, so follow-up starts without delay.
- 01
Create the Zap and set the trigger
Start a new Zap, choose LocaliQ and New Contact Interaction as the event, then pick your connection. It is an instant trigger, so the editor shows a lightning bolt on it.
- 02
Test it on real data
Run the test. Zapier brings back the three most recent items from your account. Pick one: it is the sample you will map fields from in the next steps.
- 03
Add the filter
Click the plus icon, choose Filter and fill the three boxes: the field to look at, the rule and the value. A text rule only works on text.
- 04
Add the chat message and test
Add the action of your team chat and map the contact details into the message. With a filter the Zap is multi-step, so it needs a paid plan. Test each step once.
- 05
Publish
Click Publish to switch it on. Only interactions recorded from then on go through. If the editor feels new, the Zapier training is a good next step.
LocaliQ triggers in Zapier
2 events start a Zap when something happens in LocaliQ, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.
New Contacts
Instant triggerIn Zapier“Triggers when a new contact is created.”
Starts your Zap whenever a contact is created in LocaliQ, and hands that contact's details to the steps that follow so they can file or share them.
New Contact Interaction
Instant triggerIn Zapier“Triggers when a new contact interaction is generated.”
Fires when LocaliQ generates a new interaction for a contact, which makes it the trigger to use when what matters is a contact doing something rather than simply appearing.
When a LocaliQ Zap breaks
Zapier links no help article to LocaliQ and documents no limit of its own for the app. What goes wrong comes from how Zapier itself works.
These are the cases to know before you publish. For an error that is not listed here, the Zapier troubleshooting page is the place to start.
The existing base is not replayed
A Zap only reacts to what happens after you switch it on. Contacts and interactions from before are ignored, and moving them is a separate job.A burst held back
When a trigger suddenly sends a huge batch, after a bulk import or a migration, Zapier's flood protection can hold the Zap back instead of running it.A filter that never passes
Filter rules are typed: a number rule applied to text never matches, so the message after the filter never goes out.A free Zap one step too long
On the free plan a Zap holds one trigger and one action. Adding a filter or a second app after a LocaliQ trigger needs a paid plan.
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