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MiniCRM Zapier integrationAutomate MiniCRM with Zapier.

The MiniCRM Zapier integration gives you 4 triggers, 5 actions and 0 searches. New or updated cards and contacts can start a Zap, and Zapier can create cards and contacts or update them in MiniCRM. Below: what it costs, how to connect it, and the ID trap that breaks updates.

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Overview

What the MiniCRM Zapier integration does

The MiniCRM Zapier integration links MiniCRM, a CRM that keeps leads, deals and customer data in modules such as Sales or Helpdesk, to Zapier, the tool that chains apps together. A change in MiniCRM can start work in another app, and another app can create or update cards and contacts in MiniCRM, with nobody retyping anything.

Three results people build with it. A Sales card from a form: a form tool starts the Zap, and Create Card opens a card in the module you choose with the contact's name on it. A contact list that stays in step: New Contact starts the Zap, and your email list tool adds the person. A team heads-up on status changes: Updated Card starts the Zap when a card's status or a supported field changes, and your team chat gets a short message.

What Zapier does not do for MiniCRM is the part to read twice. There is no search, so a Zap cannot look up a card or a contact by name. The three update actions need the numeric MiniCRM ID of the card or contact, which has to come from an earlier MiniCRM step. And the four triggers are polling triggers: Zapier checks MiniCRM on a timer, every 15 minutes on the free plan, so nothing reacts immediately when a card changes.

If you are still weighing tools before you build, see our n8n vs Zapier comparison.

Vocabulary

Zapier vocabulary in one minute

Eight words you will meet in the editor, in plain English.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The event that starts the Zap, such as New Card in MiniCRM. Once the Zap is on, Zapier waits for it.
Action
What the Zap does once it has started: the step that writes, sends or moves something for you, like Create Contact.
Task
The unit Zapier bills: one action your Zap completes successfully. The monthly count on your plan is a count of these.
Polling trigger
A trigger Zapier checks on a timer: it asks the app for new items and keeps only those it has not seen. All four MiniCRM triggers work this way.
Instant trigger
A trigger the app reports itself, calling Zapier when the event happens, so nothing waits for the next check. MiniCRM has none.
Filter
A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action, a filter or a search makes one, and it then needs a paid plan.
Cost

What a MiniCRM Zap really costs

Short version: watching MiniCRM is free, and each MiniCRM action that goes through costs one task.

  • TriggersNever count as tasks
  • Free plan100 tasks a month, unlimited Zaps, two steps each
  • Premium appNo, MiniCRM works on the free plan

None of the four triggers costs a task, however often Zapier checks. Each action that succeeds counts as one, so a Zap that creates a card and then posts a message spends two per run, and a failed action is not counted. MiniCRM is not a premium app, so it works on the free plan, where each Zap stops at two steps. A filter or a second action makes it a multi-step Zap, which needs a paid plan. How often Zapier checks MiniCRM depends on your plan:

Connect

Connect MiniCRM to Zapier in three steps

  1. 01

    Open your connections

    Go to the Apps page of your Zapier account and click + Add connection. What you need first: an account on MiniCRM, plus read or write access on anything you do not own yourself and want the Zap to touch.

  2. 02

    Pick MiniCRM

    In the dialog, search MiniCRM by name, pick it, then click Add connection. A new tab opens so you can sign in with the MiniCRM account whose modules the Zap should use.

  3. 03

    Sign in and grant access

    Sign in to MiniCRM in that tab and grant Zapier access to the account. The connection, your account linked once and then reused by every step that needs it, now serves all four triggers and five actions.

First Zap

Your first MiniCRM Zap

GoalOpen a card in your Sales module for every new MiniCRM contact, then tell the team in your chat tool.

  1. 01

    Set the trigger

    Create a Zap, pick MiniCRM as the app and New Contact as the event that starts it. Choose your MiniCRM connection, or add it from there if you have not yet.

  2. 02

    Test with real contacts

    Run the trigger test. Zapier brings back the three most recent contacts of the account, so you map from a real one instead of guessing what comes through.

  3. 03

    Add Create Card

    Add MiniCRM as the action app and choose Create Card. Pick the module in Module and map Contact Name from the trigger, both required, then test the step.

  4. 04

    Add the chat message

    Add the chat action and write a short message built from the contact. Two actions make this a multi-step Zap, so it needs a paid plan, and each contact costs two tasks.

  5. 05

    Publish

    Click Publish to switch the Zap on. Zapier then checks MiniCRM on your plan's interval. For a guided start on Zaps like this one, see our Zapier training.

Triggers

The MiniCRM triggers

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

1

New Card

Polling trigger

In Zapier“Triggers when a new card (e.g. customer, invoice or project) is created in the selected module.”

A card created in the MiniCRM module you pick, a customer, an invoice or a project for instance, reaches Zapier through this trigger and starts the 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
when a new card in one module, say Invoice, should be copied or announced in another tool.
Watch out
Module is required, so pick the module there, Sales or Invoice for instance, and check at test that the right cards come back.
2

New Contact

Polling trigger

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

Every contact added to MiniCRM gets picked up at the next check and handed to the rest of the Zap, with no module to choose.

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
when the people you add to MiniCRM should also appear in your email list or your support tool.
Watch out
contacts that existed before you publish the Zap are not picked up; check at test which details of a recent contact come back.
3

Updated Card

Polling trigger

In Zapier“Triggers when a card in the selected module is updated, including status changes and supported card field changes.”

When a card changes in the module you pick, including a status change or a supported field change, this trigger starts the Zap with the card as it now stands.

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
when moving a deal to a new status should warn someone or update a sheet elsewhere.
Watch out
as a general precaution, a Zap that writes back into the cards this trigger watches can set itself off again; test it before you publish.
4

Updated Contact

Polling trigger

In Zapier“Triggers when a contact is updated.”

Editing a contact in MiniCRM lets Zapier pass the new version on at the next check, which keeps a copy of your contacts elsewhere in line.

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
when your email list or another tool holds the same people and should follow each correction.
Watch out
edits made before you publish the Zap are not picked up; check at test what a recent update brings back before you map anything.
Actions

The MiniCRM actions

MiniCRM gives you 5 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Card

Action

In Zapier“Creates a new card in the selected Module”

Opens a new card in the MiniCRM module you choose, filled from what the trigger brought.

When to use it
a form answer or a sale recorded in another app that should become a card in Sales or Invoice.
Watch out
Module and Contact Name are required, so map the name from a value the trigger always carries.
2

Create Contact

Action

In Zapier“Creates a new contact”

Adds a person or a company to your MiniCRM contacts without anyone typing them in.

When to use it
a new sign-up in another tool that your team should find in MiniCRM.
Watch out
Full Name / Company Name is required; with no search on Zapier, check yourself that the contact does not exist already.
3

Update Card Status

Action

In Zapier“Updates a card's status in MiniCRM”

Moves an existing MiniCRM card to another status, so a stage change can come from outside MiniCRM.

When to use it
an event in another app, such as a paid invoice there, that means the deal has moved on.
Watch out
Card wants the numeric MiniCRM card ID; map it from an earlier MiniCRM step rather than typing it.
4

Update Card Field

Action

In Zapier“Updates a single data field in the selected card.”

Changes one data field on a chosen card, leaving the rest of the card as it is.

When to use it
writing back a single value, a date or an amount, that another tool now knows better than MiniCRM.
Watch out
Module, Card and Field are all required, and Card is the numeric card ID; check at test that the right field changed.
5

Update Contact

Action

In Zapier“Updates a contact in MiniCRM”

Edits an existing MiniCRM contact with fresh details from another app.

When to use it
a phone number or an address corrected in your support or billing tool that MiniCRM should follow.
Watch out
Contact ID is required and numeric; map it from an earlier MiniCRM step, since there is no search to find it by name.
When it breaks

When a MiniCRM Zap breaks

MiniCRM brings no documented error or limit of its own on Zapier.

What goes wrong comes from how Zapier works and from the IDs the update actions expect. Six cases to know before you publish. If a Zap still misbehaves, see our Zapier troubleshooting guide.

  • Nothing from before the Zap

    A Zap only reacts to what happens after you switch it on. Cards and contacts already in MiniCRM are not picked up, and moving them is a separate job.

  • An ID where you expected a name

    Card and Contact ID want numeric MiniCRM IDs, not names. Map the ID from an earlier MiniCRM step of the same Zap and check at test which value carries it.

  • No module to pick

    Module is required on New Card, Updated Card and three actions. If the connected account lacks the module you need, there is nothing to choose.

  • A Zap that sets itself off

    As a general precaution: a Zap that writes into the very place its own trigger watches can set itself off again and again, and burn through your task count fast.

  • A huge batch gets held back

    If MiniCRM suddenly returns a huge batch, after a bulk import or a migration for instance, Zapier's flood protection can hold the Zap back.

  • The same item never runs twice

    On a polling trigger, Zapier keeps track of what it has already seen, so the same item does not start the Zap twice, however many checks go by.
Need help

Need help automating MiniCRM with Zapier?

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FAQ

MiniCRM and Zapier: frequent questions

01Is the MiniCRM Zapier integration free?
Yes. MiniCRM is not a premium app, so it works on Zapier's free plan. That plan gives you 100 tasks a month and as many Zaps as you like, each limited to two steps: one trigger and one action. Copying every new MiniCRM contact to an email list fits in those two steps; creating a card and then messaging the team, as in the Zap above, needs a paid plan. The triggers never use a task.
02How many tasks does a MiniCRM Zap use?
One per action that succeeds, each time the Zap runs. The Zap on this page spends two tasks per new contact: one for the card, one for the chat message. Zapier's checks of MiniCRM are free however often they run, and a failed action is not counted. A few apps take more than one task per action, so the total also depends on what you connect next to MiniCRM. Watching costs nothing.
03Do MiniCRM triggers work in real time?
No. All four MiniCRM triggers are polling triggers: Zapier checks MiniCRM at regular intervals that depend on your plan, every 15 minutes on Free, 2 on Professional and 1 on Team and Enterprise. The type is set by the app, so no setting in the editor makes them instant. On a paid plan you can change how often Zapier checks, and run a check by hand from the editor while you test.
04What does it take to connect MiniCRM to Zapier?
An account on MiniCRM, plus read or write access on anything you do not own yourself and want the Zap to touch. Make sure the account has the modules your Zaps will use, since Module is a required field on most steps. You connect from the Apps page of your Zapier account: add a connection, search MiniCRM, sign in in the tab that opens and grant access. The connection is then reused by every MiniCRM step.
05Why does Update Card Status ask for a number?
Because its Card field wants the numeric MiniCRM card ID, not a name, and Update Contact works the same way with Contact ID. The integration has no search on Zapier, so a Zap cannot turn a name into an ID for you. Map the ID from an earlier MiniCRM step in the same Zap, such as a MiniCRM trigger, and check at test which value carries it before you publish.
06What if the MiniCRM operation you need is missing?
Open MiniCRM's page on Zapier: it shows the current list of operations, today 4 triggers and 5 actions. If what you want is not there, for instance looking up a card by name, see whether the Zap can start from a MiniCRM trigger that already carries the IDs you need. Otherwise, check whether another automation tool connects to MiniCRM the way you need, and confirm the operation exists before you build.
07Zapier, Make or n8n for MiniCRM?
It depends on your criteria, not on a winner. Coverage first: on Zapier, MiniCRM has 4 polling triggers and 5 actions but no search, so compare what each tool offers for MiniCRM, especially for finding a card. Then the size of your flows: on Zapier, a filter or a second action means a paid plan. Then reaction time: on Zapier it follows your plan's interval, from 15 minutes on Free down to 1 on Team.
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