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MetaLocator Zapier integrationAutomate MetaLocator with Zapier.
3 triggers, 2 actions, 1 search. The MetaLocator Zapier integration moves leads, users and locator records between your store locator and the rest of your tools. Here is what each operation does, what it costs and where it trips up.
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What the MetaLocator Zapier integration is for
MetaLocator powers the store locator, dealer locator or searchable directory on your website. Zapier connects it to your other apps: a Zap (the automation you build on Zapier) watches MetaLocator for leads, users or edited records, or writes records into it from elsewhere.
Three outcomes cover most needs. A lead follow-up: New Lead passes each lead captured by your locator to your CRM, so sales sees it without logging in to MetaLocator. A clean external copy: Manually Updated Record picks up the edits an admin makes by hand or that come in via crowdsourcing, which is exactly what you want to mirror in an outside data source. A locator fed from your sheet: Find Record locates a record by its MetaLocator ID or a configured External Key, then Update Record or Create Record writes the change.
Now the limits. No trigger here is instant: Zapier checks MetaLocator on a timer, and that timer depends on your plan. Changes caused by a bulk import never start Manually Updated Record. And there is no delete action, so removing a location stays a job you do in MetaLocator itself.
Before you commit, open our Zapier review, or see our Make vs Zapier guide if you are still choosing a platform.
The Zapier words you will meet on this page
Eight terms, in plain English. They come back below without a reminder.
- Zap
- The automation itself: one trigger, then one or more actions that run every time the trigger event happens.
- Trigger
- The event that starts the Zap, such as a new lead in MetaLocator. Once the Zap is on, Zapier waits for it.
- Action
- What the Zap does once started: the step that writes, sends or moves something for you, like creating a record.
- Task
- The unit Zapier bills: one action your Zap completes successfully. Your plan is a count of those.
- Polling vs instant
- A polling trigger is checked on a timer for new items. An instant one is reported by the app itself the moment it happens.
- Filter
- A step that lets the Zap continue only when what arrived meets your condition, and stops it otherwise.
- Search step
- A step that looks up something that already exists, here a MetaLocator record, so later steps can use what it found.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action, a filter or a search makes it one, and it needs a paid plan.
What it really costs
Checking MetaLocator for new leads, users or edits never costs a task, however often Zapier looks. Only a completed action is billed.
- Trigger checksFree, never counted
- Each successful action1 task
- Free plan100 tasks a month, two-step Zaps
- Premium appNo
Each action that succeeds counts once: a Zap that creates one record per row costs one task per row. A failed action is not counted. The free plan gives 100 tasks a month and unlimited Zaps of two steps, so New Lead plus one action fits. Add Find Record or a filter and the Zap turns multi-step, which needs a paid plan. MetaLocator is not a premium app. All three triggers are polling, so the grid below sets how long a new item can wait.
Connect MetaLocator to Zapier in three steps
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. You need a MetaLocator account, plus read or write access on anything you do not own yourself and want the Zap to touch.
- 02
Pick MetaLocator
Search for MetaLocator in the dialog, select it, then click Add connection. A new tab opens so you can sign in on the MetaLocator side and finish the link.
- 03
Sign in and grant access
Log in to MetaLocator in that tab and let Zapier reach the account. Every Zap that uses MetaLocator then reuses this one connection, so you sign in only once.
Your first Zap: tell an admin about each new user
GoalEach new MetaLocator user goes through a filter, and the ones that match your condition are announced in your team chat.
- 01
Set the trigger
Create a Zap, choose MetaLocator as the app and New User as the event, then select your MetaLocator connection so Zapier knows which account to watch.
- 02
Test it
Run the test: Zapier brings back the three most recent items of the connected account. Pick a real user, so every later step maps onto actual data.
- 03
Add the filter
Click the plus icon and add Filter. Fill the three boxes: the field to look at, the rule, the value. Use a text rule on text and a number rule on numbers.
- 04
Add the action
Pick your chat app and its message action, then place the user fields into the message. Test the step and read what came back before going further.
- 05
Publish
Click Publish to switch the Zap on. With a filter it is a multi-step Zap, so it needs a paid plan. Users created before publishing are not picked up.
MetaLocator triggers
3 events start a Zap when something happens in MetaLocator. Zapier checks for them at the interval your plan allows.
Manually Updated Record
Polling triggerIn Zapier“Triggers when a record in MetaLocator is manually edited or created by an admin or via Crowdsourcing. This trigger does not include data changes caused by a bulk import. This is useful for isolating record edits in MetaLocator that need to be synchronized with an external data source.”
Fires when a record is edited or created by hand, by an admin or through crowdsourcing, and hands that record to the next step. Changes made by a bulk import are left out on purpose.
New Lead
Polling triggerIn Zapier“Triggers when a new Lead is created in MetaLocator.”
Picks up each lead created in MetaLocator and passes its details on, so the person who reached out through your locator does not sit unanswered in the back office.
New User
Polling triggerIn Zapier“Triggers when a new user is created”
Starts the Zap whenever a new user is created in MetaLocator, which gives you one place to react to every account added to your setup.
MetaLocator actions
MetaLocator gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Create Record
ActionIn Zapier“This action creates or updates a record in MetaLocator.”
Writes a record into MetaLocator from data that lives elsewhere; the official description says it creates or updates the record.
Update Record
ActionIn Zapier“This action updates a specific record in MetaLocator.”
Changes one specific MetaLocator record that you point to by its ID, so a change made elsewhere reaches the locator.
The MetaLocator search
1 search step looks for data that already exists in MetaLocator, so a later step can use it.
The search sits at the bottom of the action-event list, under SEARCH. Three settings decide what happens when the result is not a clean single match.
Find Record
SearchFind or createIn Zapier“Finds a record in MetaLocator. Search by MetaLocator-provided ID or a configured External Key”
Looks up an existing record by its MetaLocator ID or by an External Key you configured, and hands it to the following steps.
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 the dependent steps are skipped. Switched on, the Zap carries on empty-handed.
- Create X if it doesn't exist yet?Ticking it turns the search into a find-or-create: the setting above disappears and Zapier asks for the fields needed to create the missing record.
- If multiple search results are found?Three ways out: keep the first match, which is the default, stop the Zap, or hand every match on at once.
When it breaks
Zapier lists no error specific to MetaLocator. The trouble comes from how Zapier works in general.
Four general limits apply to this integration. For the rest, see our Zapier troubleshooting guide.
Older leads and edits never arrive
A Zap only reacts to what happens after it is switched on. Existing leads, users and records are not picked up; moving that backlog is a separate job.A Zap that keeps restarting itself
A Zap that writes into the very place its own trigger watches can set itself off again and again and burn through tasks.A big batch gets held back
When a trigger suddenly returns a huge batch, after a migration for instance, Zapier's flood protection can hold those runs back.The same item does not fire twice
On a polling trigger, Zapier remembers what it has already seen, so one lead or user never starts the Zap twice.
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