MasterBase Zapier integrationAutomate MasterBase with Zapier.
The MasterBase Zapier integration gives you 3 triggers, 2 actions and 1 search. It covers contacts in your lists and the messages you send. All three triggers are polling ones, so your plan sets how fast they react. Here is each one, its cost and its traps.
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What the MasterBase Zapier integration does for you
MasterBase is an email marketing platform: lists of contacts, and the messages you send them. Zapier connects it to your other tools in both directions. It notices new contacts and new messages in MasterBase, and it can add or update a contact, look one up, or create a unique message, all without opening MasterBase.
Three results you can build with it. Sign-ups that land in the right list: a form submission becomes a contact through Create/Update Contact, in the list you pick, and someone already there is updated rather than created. A message triggered elsewhere: Create Unique Message builds a message from data another app hands over, with sender, recipient, subject and body filled in. A list mirrored outside MasterBase: New Contact copies every newcomer of a list to a spreadsheet your team already reads.
What Zapier does not do for MasterBase: none of its triggers is instant, so on the free plan a new contact can wait up to 15 minutes before the Zap sees it. The search only works inside one list at a time, by email, so a contact sitting in another list stays invisible to it. And no Zap picks up contacts or messages that existed before it was switched on.
If you are still choosing between tools, see our Make vs Zapier comparison.
Zapier vocabulary in one minute
Eight words carry this whole page. Here they are in plain English.
- Zap
- The automation you build on Zapier: one starting event, then one or more steps that run every time that event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it, here a new contact or a new message.
- Action
- What the Zap does after it starts: the step that writes or sends something for you, such as a contact in a MasterBase list.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The count on your plan is a count of those.
- Polling trigger
- A trigger Zapier checks on a timer, asking the app for new items at a fixed interval. All three MasterBase triggers work this way.
- Filter
- A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
- Search step
- A step that looks up something that already exists in an app, so the steps after it can use what it found.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A filter, a search or a second action makes it one, and it then needs a paid plan.
What a MasterBase Zap really costs
MasterBase is not a premium app: it works on the free plan. Zapier bills tasks, not Zaps.
- Premium appNo, available on the free plan
- Free plan100 tasks a month, two-step Zaps
- Trigger type3 polling, 0 instant
The trigger costs nothing, and neither does Zapier checking MasterBase for new items, however often it looks. Each action that succeeds counts once: a Zap that adds a contact and then creates a message uses two tasks per run. A failed action is not counted. The free plan gives 100 tasks a month and unlimited Zaps, each limited to two steps. Add Find Contact, a filter or a second action, and the Zap is multi-step, which needs a paid plan. The grid below is how often Zapier checks MasterBase's three polling triggers on each plan.
Connect your MasterBase account to Zapier
- 01
Open the Apps page
In your Zapier account, open Apps and click + Add connection. A connection is your MasterBase account linked to Zapier once, then reused by every step that touches MasterBase.
- 02
Pick MasterBase
Search MasterBase by name in the dialog, select it, then click Add connection. You need a MasterBase account with access to the lists and messages the Zap will read or write.
- 03
Sign in and grant access
A tab opens on MasterBase. Sign in, then grant Zapier access to the account. When the tab closes, the connection shows up in your list, ready for any Zap.
Your first Zap: copy each new contact of a list to a spreadsheet
GoalEach time a contact joins a chosen MasterBase list and passes your filter, a row with their details is added to your team spreadsheet.
- 01
Create the Zap on MasterBase
Start a new Zap, pick MasterBase as the app and New Contact as the event. Choose your connection, then the List to watch, which is required.
- 02
Test the trigger
Run the test: Zapier brings back the three most recent contacts of that list. Pick a real one, so the mapping that follows uses actual values.
- 03
Add a filter
Add a filter step from the plus icon and fill its three boxes: the field to look at, the rule, the value. Contacts that fail it stop there. The Zap is now multi-step.
- 04
Add the spreadsheet row
Choose your spreadsheet tool and its add-row action, then map the contact's email and the other values the test returned into your columns.
- 05
Test, then publish
Run the action once and check the new row in your sheet. When it looks right, click Publish. On the free plan, Zapier then checks the list every 15 minutes.
MasterBase triggers
3 events start a Zap when something happens in MasterBase. Zapier checks for them at the interval your plan allows.
New Contact
Polling triggerIn Zapier“Triggers when a new contact is created.”
Starts your Zap when a contact is created in the MasterBase list you chose, so a newcomer can be passed to another tool without an export.
New Message
Polling triggerIn Zapier“Triggers when there is a new message.”
Fires when a new message shows up in your MasterBase account, which lets you keep a trace of each new message somewhere outside the platform.
New Unique Message
Polling triggerIn Zapier“Triggers when there is a new unique message.”
Reacts to each new unique message in MasterBase, so this kind of message can be followed on its own, apart from the rest.
MasterBase actions
MasterBase gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Create/Update Contact
ActionIn Zapier“Create or update a contact in a defined list.”
Puts a person in the MasterBase list you choose, or refreshes their details if they are already in it, in a single step.
Create Unique Message
ActionIn Zapier“Creates a new unique message.”
Creates a new unique message in MasterBase, with the sender, recipient, subject and body that earlier steps provide.
MasterBase search
1 search step looks for data that already exists in MasterBase, so a later step can use it.
A search step looks something up before the next step acts. Searches sit at the bottom of the action-event list, under SEARCH. MasterBase has one, and it works inside a single list.
Find Contact
SearchIn Zapier“Find an existing contact inside a defined list.”
Looks for a contact by email inside the list you pick, and hands what it finds to the steps that follow.
The three settings every search exposes
- 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 depended on it. Switch it on and the Zap carries on empty-handed.
- Create X if it doesn't exist yet?On apps that offer it, this box turns the search into a find-or-create. The listing read for this page shows no such variant for Find Contact, so check in the editor whether the box appears before you count on it.
- If multiple search results are found?Three ways out when several items match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When a MasterBase Zap breaks
Zapier ties no help article to MasterBase and lists no limit specific to it. What breaks comes from general Zapier behaviour and from the fields MasterBase insists on.
Four cases to know before you publish. If a run fails anyway, our Zapier troubleshooting guide is the next stop.
Existing contacts never show up
A Zap only reacts to what happens after you publish it. Contacts already in the list are not picked up; moving that backlog is a separate job.The Zap keeps restarting itself
A Zap that writes into the place its own trigger watches can set itself off again and burn tasks. Keep what the Zap reads apart from what it writes.An import is held back
After a bulk import into a list, New Contact can suddenly return a huge batch. Zapier's flood protection can hold those runs back instead of firing them all.A required field is empty
List and Email are required on contacts, and Create Unique Message has eleven required settings. If an earlier step leaves one blank, the step cannot complete.
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