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MindMe Zapier integrationAutomate MindMe with Zapier.

The MindMe Zapier integration gives you 3 triggers, 13 actions and 1 search. All three triggers are instant, so contacts flow out the moment they change, and the actions cover emails, texts, tasks, deals and automation sequences.

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Overview

What the MindMe Zapier integration actually does for you

The MindMe Zapier integration links your MindMe account to Zapier, the tool that runs automations between apps. A contact created, updated or deleted in MindMe can start a Zap, and a Zap started anywhere else can write back into MindMe: a contact, a note, a deal, a message, a place in an automation sequence.

A first email that leaves on its own. Pair Contact Created with Send Email and every new contact gets the template you picked, without anyone opening MindMe. Swap in Send Email Later if the first message should wait: the delay is set in minutes, up to 10080.

A sequence that follows the contact. When a record changes, Contact Updated fires and Transfer to Automation moves the contact into a new sequence while taking it out of all the others. One step, and nobody stays enrolled in two sequences by mistake.

A clean exit elsewhere. Contact Deleted tells another app that a person left MindMe, so a row in your spreadsheet or a record in another tool can be cleaned up in the same run.

What Zapier does not do here: there is no trigger for a deal, a task, a note or an appointment, only for contacts. There is no action that deletes a contact either. And a Zap never goes back over the contacts you already had before you switched it on.

If you are still weighing tools, see our n8n vs Zapier guide and our Make vs Zapier guide.

Vocabulary

Zapier words in one minute

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

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time that trigger 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 for you in an app such as MindMe.
Task
The unit Zapier bills: one action your Zap completes successfully. The number on your plan is a count of those.
Polling vs instant
A polling trigger is checked by Zapier on a timer. An instant trigger is reported by the app itself. All MindMe triggers are instant.
Filter
A step that lets the Zap continue only when what arrived meets the condition you set, and stops it there otherwise.
Search step
A step that looks up something already stored in an app, so the steps after it can reuse what it found.
Cost

What it really costs

MindMe is not a premium app on Zapier, so it works from the free plan. What you pay for is tasks.

  • Premium appNo, works on the free plan
  • Free plan100 tasks a month, two-step Zaps
  • TriggerNever billed
  • MindMe triggers3 instant, 0 polling

The trigger never costs a task. Each action that succeeds counts as one, and an action that fails is not counted. A Zap with three actions therefore uses three times what a one-action Zap uses. The free plan gives 100 tasks a month and unlimited Zaps, but each Zap stops at two steps: one trigger, one action. Add a filter, a search or a second action and the Zap becomes a multi-step Zap (any Zap beyond one trigger and one action), which needs a paid plan. The interval grid below is how often Zapier checks a polling trigger; it does not apply to the three MindMe triggers, which are instant.

Connect

Connect MindMe to Zapier in three steps

  1. 01

    Open your connections

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

  2. 02

    Find MindMe and start

    Type MindMe in the search box of the dialog, pick it, then click Add connection. A new tab opens on the MindMe side so you can sign in with your usual account.

  3. 03

    Sign in and grant access

    Sign in to MindMe in that tab and allow Zapier to reach the account. You need an account on the app, plus read or write access on anything you do not own yourself and want the Zap to touch.

First Zap

Your first Zap: a filtered welcome email

GoalSend a MindMe email template to each new contact, but only to contacts that match a condition you choose.

  1. 01

    Create the Zap and pick the trigger

    Start a new Zap, choose MindMe as the app and Contact Created as the event. Select your MindMe connection, then the sub-account to watch.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent contacts of the connected account, so you map the next steps on a real one rather than a blank.

  3. 03

    Add the filter

    Click the plus icon and add Filter. Set the three boxes: the field to look at, the rule, the value. A filter makes this a multi-step Zap, so this step needs a paid plan.

  4. 04

    Add the email action

    Add MindMe again with Send Email. Pick the sub-account and the template, then map the recipient email from the contact found by the trigger.

  5. 05

    Test and publish

    Test the action once and read what came back. If the email went out as expected, click Publish to switch the Zap on for every new contact.

Triggers

MindMe triggers: three contact events, all instant

3 events start a Zap when something happens in MindMe, and 3 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Contact Deleted

Instant trigger

In Zapier“Triggers when a contact get's deleted.”

Starts your Zap when someone removes a contact in MindMe. It is the only way to tell another app that a person is gone, since no action on this integration deletes anything.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
clear a row in a spreadsheet or flag a record in another tool so your lists stay in step with MindMe.
Watch out
Choose Sub-Account is mandatory on this trigger, so pick it before you run the test.
2

Contact Updated

Instant trigger

In Zapier“Triggers when a contact is updated.”

Fires each time an existing MindMe contact is changed. Use it when the change itself should lead somewhere: a new sequence, a task for a teammate, a note copied into another app.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
move a contact into another automation sequence when its record changes, with a filter so only the changes you care about go through.
Watch out
as a general rule, a Zap that writes into the place its own trigger watches can set itself off again. Check that risk at the test stage.
3

Contact Created

Instant trigger

In Zapier“Triggers when a new contact is created.”

Hands each brand new MindMe contact to your Zap. It is the starting point whenever something must happen for each new contact, since every later step can reuse the record found here.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
send the first email or text, open a task for whoever follows up, or add the person to an automation sequence.
Watch out
contacts that existed before the Zap was published are never picked up. Moving that backlog is a separate job.
Actions

MindMe actions: what a Zap can do in your account

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

1

Add to Automation

Action

In Zapier“Add to an Automation Sequence”

Enrolls a contact in one MindMe automation sequence, on top of the ones it already follows.

When to use it
start a nurture sequence for contacts coming from outside MindMe.
Watch out
the Contact Id must be a 24 hex string, so map it from a MindMe step, not from another app.
2

Create Contact

Action

In Zapier“Create a new contact”

Adds a person to MindMe from whatever started the Zap, a form or a sheet for instance.

When to use it
bring leads from another tool into MindMe without retyping them.
Watch out
the Action on Duplicate field is mandatory. Decide what happens when the contact already exists before you publish.
3

Create Deal

Action

In Zapier“Create a deal in pipeline”

Opens a deal in one of your MindMe pipelines, linked to a contact, with a stage and a priority.

When to use it
a request that arrives elsewhere should appear as an opportunity in MindMe.
Watch out
it needs a Contact Id, which Search Contact can supply in an earlier step.
4

Create Note

Action

In Zapier“Create a note for contact”

Writes a note on a contact's record and signs it with the MindMe user you choose in Posted by User.

When to use it
keep a trace in MindMe of something that happened in another app, so the whole history sits in one place.
5

Create Task

Action

In Zapier“Creates a task and assign to user or team”

Gives a teammate or a team something to do about a given contact, with a priority you set.

When to use it
turn a signal from another tool into a follow-up that someone actually owns.
Watch out
the Contact Id is required here too.
6

Remove From Automation

Action

In Zapier“Remove from an Automation Sequence”

Takes a contact out of the one automation sequence you name, and leaves the others alone.

When to use it
stop a sequence for someone who has answered or bought elsewhere.
Watch out
like the two other sequence actions, it expects a Contact Id of 24 hex characters.
7

Schedule Appointment

Action

In Zapier“Schedule an appointment with a contact”

Books an appointment with a contact, with a type, an agenda and a date counted in days from when the Zap runs.

When to use it
a request coming from another tool should become a booked appointment in MindMe.
Watch out
Schedule Date is a number of days added to the run date. Enter 0 for an immediate schedule.
8

Schedule Call

Action

In Zapier“Schedule a call with a contact”

Puts a call with a contact on the schedule, with a call type and a date expressed as days after the run.

When to use it
make sure each new lead gets a call planned, not just an email.
Watch out
0 in Schedule Date means right away, any other number pushes the call that many days out.
9

Send Email Later

Action

In Zapier“Send email on a delay”

Queues a MindMe email template with a delay counted in minutes, set in Delay by Minutes.

When to use it
a reminder that should not land at the same time as the first message.
Watch out
the delay cannot go above 10080 minutes.
10

Send Text Later

Action

In Zapier“Send text on a delay”

Holds a text template back for the number of minutes you enter before MindMe sends it.

When to use it
space out a first email and a follow-up text inside the same Zap.
Watch out
10080 minutes is the maximum the field accepts.
11

Send Email

Action

In Zapier“Send email immediately”

Sends one of your MindMe email templates right away to the address you map in To Email.

When to use it
a confirmation or a welcome that must leave while the contact is still paying attention.
Watch out
the template is picked from a list, so create it in MindMe first.
12

Send Text

Action

In Zapier“Send text immediately”

Fires off one of your MindMe text templates at once to the phone number you map.

When to use it
a short heads-up by text when email is too slow to be read.
Watch out
the template and the phone number are both mandatory, so map the number from a step that really carries one.
13

Transfer to Automation

Action

In Zapier“Add to an Automation Sequence and remove from all other Automation Sequences”

Moves a contact into one sequence and takes it out of all its other MindMe sequences in the same step.

When to use it
a contact changes status and its old sequence should stop.
Watch out
it removes every other enrollment, not only one. Use Add to Automation if the old ones should keep running.
Searches

The MindMe search, and the three settings around it

1 search step looks for data that already exists in MindMe, so a later step can use it.

A search step looks up a contact that already exists so the next steps can use it. In the editor, it sits at the bottom of the Action event list, under SEARCH. Three settings decide what happens when the result is not a single clean match.

1

Search Contact

Search

In Zapier“Finds a contact”

Finds a MindMe contact from an email address or a phone number and hands its record, Contact Id included, to the steps below.

When to use it
before Create Note, Create Deal or any sequence action, which all need that Contact Id.
Watch out
a search makes the Zap multi-step, so it needs a paid plan.

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 and the steps that needed it are skipped. Switch it on and the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    Ticking it turns a search into a find-or-create. MindMe exposes no find-or-create variant on Zapier, so plan a separate Create Contact step if you need one.
  3. If multiple search results are found?
    Three ways out: keep the first match, which is the default, stop the Zap, or hand every match to the next steps at once.
When it breaks

When your MindMe Zap breaks

Zapier links no help article to MindMe. What breaks is the general Zapier stuff, plus a few field rules from the MindMe actions.

Read these cases before you publish. Most of them come from a mandatory MindMe field or a general Zapier limit, and the field rules can be checked at the test stage, before the Zap is switched on.

  • Old contacts are ignored

    A Zap only reacts to what happens after you switch it on. Contacts that already existed in MindMe are never picked up; moving them is a separate job.

  • A Zap that sets itself off

    A Zap that writes into the very place its own trigger watches can start itself again and again, and eat your task count fast.

  • Bulk imports held back

    A trigger that suddenly sends a huge batch, after an import or a migration, can be held back by Zapier's flood protection.

  • Contact Id refused

    The sequence actions want a Contact Id of 24 hex characters. Map it from a MindMe trigger or from Search Contact, never from a value typed by hand.

  • Delay too long

    Send Email Later and Send Text Later accept at most 10080 minutes in Delay by Minutes. A larger value from an earlier step is refused.

  • Sub-account missing

    Every MindMe step needs a sub-account. Choose Sub-Account is mandatory on all of them, so check at the test stage that the sub-account you need is the one selected.
Need help

Need help automating MindMe with Zapier?

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FAQ

MindMe Zapier integration: your questions

01Is the MindMe Zapier integration free?
Yes: MindMe is not a premium app, so it runs on the free plan. That plan gives 100 tasks a month and as many Zaps as you like, as long as each one stays at two steps, one trigger and one action. A filter, a search or a second action turns the Zap into a multi-step Zap, and that requires a paid plan. So a single Contact Created to Send Email Zap costs nothing beyond the tasks it uses.
02How many tasks does a MindMe Zap use?
One task per action that succeeds, and nothing for the trigger. A Zap that creates a note, then sends an email, then adds the contact to a sequence uses three tasks each time a contact comes in. A failed action is not counted. Zapier checking for new data costs nothing either. Keep this in mind before chaining many MindMe actions: each one multiplies the bill by one more task per run, and the free plan stops at 100 a month.
03Are MindMe triggers real time?
Yes. Contact Created, Contact Updated and Contact Deleted are all instant triggers: MindMe tells Zapier the moment the event happens, so the Zap starts right away whatever your plan. The interval grid of the plans, which governs how often Zapier checks a polling trigger, does not apply to any of them. In the editor, a Zap built on an instant trigger shows a lightning bolt. That is the quickest way to confirm it.
04What do you need to connect a MindMe account?
An account on MindMe, plus read or write access on anything you do not own yourself and want the Zap to touch. The connection goes through the Apps page of Zapier: + Add connection, search MindMe, Add connection, then sign in to MindMe in the tab that opens and grant access. Every MindMe operation then asks for a sub-account, so connect the MindMe account that has access to the sub-account you plan to work in.
05Why does a MindMe sequence action reject the contact?
Add to Automation, Transfer to Automation and Remove From Automation all expect a Contact Id made of 24 hex characters. A name or an email in that field will not do. Put Search Contact before the action, look the person up by email or phone, and map the Contact Id it returns. If the Zap starts from a MindMe trigger, map the id from that trigger. Check the result at the test stage before you publish.
06What if the MindMe operation you want is not listed?
Then the Zapier integration does not offer it today. The MindMe app page on Zapier shows the current list of triggers, actions and searches. Some gaps can be worked around with what exists: there is no delete action, but Remove From Automation takes a contact out of a sequence; there is no trigger on deals, tasks or notes, but Create Deal, Create Task and Create Note can still be fed from a trigger in another app. Keep in mind that adding a search or a filter for such a workaround makes the Zap multi-step, which needs a paid plan.
07Zapier, Make or n8n for MindMe?
Judge on three criteria rather than on a ranking. First, coverage: on Zapier, MindMe offers 17 operations, all contact triggers instant; check whether the other tool lists MindMe and the same operations. Second, how each tool bills: on Zapier you pay per successful action. Third, plan limits: on the Zapier free plan a Zap stops at one trigger and one action, so a MindMe Zap that needs Search Contact before Create Deal already calls for a paid plan.
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