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Missive Zapier integrationAutomate Missive with Zapier.

The Missive Zapier integration gives you 5 triggers (2 instant, 3 polling), 6 actions and 1 search. Below: what each one does for a team inbox, what it costs on the free plan, how to connect the account and the traps to know before you publish.

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Overview

What the Missive Zapier integration actually does

The integration links your Missive account to another app through Zapier, so an event on one side does something on the other without anyone copying it by hand. A new message or a new comment in Missive can start the automation, and events elsewhere can create contacts, drafts, posts or tasks inside Missive.

Follow-ups that cannot be forgotten. New Message (Email, SMS, Etc.) starts a Zap when a message is received, and Create Task turns it into a Missive task the team can pick up. The message and comment triggers are both instant; the three contact triggers wait for Zapier's next check.

One address book instead of three. When another tool collects a new person, Create Contact files them in a Missive contact book, and Update Contact keeps that record current when the details change later.

News the team reads where it already works. Create Post writes a post in Missive when something happens in another app, and Create Draft prepares a reply that a teammate can check before it goes out.

What Zapier does not do for Missive: there is no step that deletes a contact, a task or a message, no trigger on a new task or a new post, and nothing that existed before the Zap was switched on comes through. Missive also has its own page on the Make side: see our Missive Make integration.

Vocabulary

Zapier words in one minute

Eight words, and the rest of the page reads easily. For a guided start, see our Zapier training.

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 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 in an app on your behalf.
Task
The unit Zapier bills: one action your Zap completes successfully. The number on your plan counts those, nothing else.
Polling vs instant
A polling trigger is checked on a timer by Zapier. An instant trigger is reported by the app itself the moment the event happens.
Filter
A step that lets the Zap carry on only when what arrived meets the condition you set, and stops it quietly otherwise.
Search step
A step that looks up something already in an app, so the steps after it can use what it found instead of guessing.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action, a filter or a search makes it one, and it then needs a paid plan.
Cost

What a Missive Zap really costs

Zapier bills by task, and only for what works. The trigger itself never costs a task, and neither do Zapier's checks for new items.

  • Free plan100 tasks a month, unlimited Zaps
  • Steps per Zap on free2: one trigger, one action
  • Premium appNo, Missive works on the free plan
  • Instant triggersNew Comment, New Message (Email, SMS, Etc.)

Each action that succeeds counts once, so a Zap with three actions eats three times what a one-action Zap does. A failed action is not counted. Missive is not a premium app, so it runs on the free plan, which allows two steps per Zap. Add a filter, a search or a second action and the Zap becomes multi-step, which needs a paid plan. The grid below covers the three contact triggers only, never the two instant ones.

Connect

Connect Missive to Zapier in three steps

  1. 01

    Open Apps and add a connection

    In your Zapier account, open the Apps page and click + Add connection. A dialog opens: type Missive in its search box, then pick the app from the results.

  2. 02

    Sign in to Missive and grant access

    Click Add connection. Missive opens in a new tab: sign in with the account the Zaps will act for, then grant Zapier access. 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.

  3. 03

    Reuse the connection everywhere

    The connection is your Missive account linked to Zapier once. Every step that uses Missive reuses it afterwards, in this Zap and in the next ones. On the first test, run the step once and read what comes back before going further.

First Zap

Your first Zap: messages that need a follow-up become tasks

GoalEvery received message that matches your rule becomes a Missive task, so nothing sits in the inbox without someone in charge of it.

  1. 01

    Pick the trigger

    Start a new Zap, choose Missive as the app and New Message (Email, SMS, Etc.) as the event. Select the connection made earlier, then fill the Type field, which this trigger requires.

  2. 02

    Test it on a real message

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

  3. 03

    Add the filter

    Add a Filter step from the plus icon and set the field to look at, the rule and the value. A filter makes the Zap multi-step, so this step needs a paid plan.

  4. 04

    Add Create Task

    Add Missive again with Create Task and map what you want from the message into the task. Test the step and read what came back before going any further.

  5. 05

    Publish

    Click Publish to switch the Zap on. Only messages received after that moment go through it; the ones already in Missive stay where they are.

Triggers

Missive triggers on Zapier

5 events start a Zap when something happens in Missive, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.

1

New Comment

Instant trigger

In Zapier“Triggers when a new comment is added.”

Starts a Zap whenever someone adds a comment in Missive, so a remark made inside the team can travel to another tool without anyone retyping it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
when a comment is the signal that work should move elsewhere, for instance a note your project tracker needs to hold as well.
Watch out
the trigger carries a Comment is a task? setting, and once the Zap is on, its conditions can be fine-tuned in your Rules preferences in Missive. Run the test and read what comes back before you map anything.
2

New Contact Book

Polling trigger

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

Fires when a whole new contact book appears in Missive, not a single person, which makes it the trigger for a change of scale rather than a new name.

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 each new book should get a matching sheet, folder or list in another tool, set up the same way every time.
Watch out
the Zap waits for the next check, and on a paid plan you can change how often that happens or run a check by hand from the editor.
3

New Contact Group

Polling trigger

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

Reacts to a group being created inside one of your Missive contact books, which lets the way you sort people follow you into another tool.

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 groups you build in Missive should exist as segments or tags in a mailing list or a spreadsheet too.
Watch out
Contact Book and Kind are both required, and Kind takes either group or organization, so pick the one that matches what you actually want to watch.
4

New Contact

Polling trigger

In Zapier“Triggers when a contact is created.”

Picks up each person added to a Missive contact book and passes that record to the steps that follow in 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 every new contact should also land in a spreadsheet, a newsletter list or another address book without being entered twice.
Watch out
Contact Book is required, so you choose which book the trigger watches. Zapier keeps track of what it has already seen, so the same contact does not start the Zap twice.
5

New Message (Email, SMS, Etc.)

Instant trigger

In Zapier“Triggers when a new message is received.”

The trigger Zapier puts forward for Missive: it starts a Zap when a new message is received, which makes the inbox itself the starting point of the automation.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
when an incoming message should create a task, a row or an alert somewhere, with a filter in between if only some messages count.
Watch out
the Type field is required. Check at the test step what your choice brings back before you build the rest of the Zap on it.
Actions

Missive actions on Zapier

Missive gives you 6 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Contact

Action

In Zapier“Creates a new contact.”

Adds a person to a Missive contact book from data an earlier step collected, so nobody types the same name twice.

When to use it
a form or a spreadsheet gathers people and the team wants them in Missive straight away.
Watch out
Contact Book is required, and every contact created counts as one task.
2

Create Draft

Action

In Zapier“Creates a new draft, and optionally sends it.”

Prepares a new draft in Missive and, if you choose, sends it as well, so the same step covers both the preparation and the sending.

When to use it
a reply should be ready for a teammate to check, built from details another app already holds.
Watch out
decide before publishing whether the step only drafts or also sends, and confirm it at the test step.
3

Create Post

Action

In Zapier“Creates a new post.”

Writes a new post in Missive. Zapier highlights it as one of the main actions of the app.

When to use it
an event in another tool is worth telling the team about, and you want them to read it inside Missive rather than in yet another notification.
4

Create Task

Action

In Zapier“Creates a new task.”

Opens a new task in Missive, so a request coming from elsewhere turns into work someone can pick up.

When to use it
a received message, a form answer or a new row means a job to do, and it should not depend on memory.
Watch out
pair it with a filter if only some events deserve a task; that filter needs a paid plan.
5

Update Contact

Action

In Zapier“Updates a contact.”

Changes a contact that already exists instead of adding a second copy of the same person.

When to use it
the details of a person change in another tool and the Missive record should follow without a manual edit.
Watch out
Contact Book is required. A Find a Contact step placed before it can hand over the contact to change; check the result at the test.
6

Update Task

Action

In Zapier“Updates a task.”

Edits a Missive task that already exists, one of the three actions Zapier puts forward for this app.

When to use it
work moved forward in another tool and the matching task in Missive should say so without anyone opening it.
Searches

The Missive search on Zapier

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

A search step reads, it does not write. Missive has one, listed at the bottom of the Action event list under SEARCH. Adding it makes the Zap multi-step, so it needs a paid plan. Three settings decide what happens when the search comes back empty or crowded.

1

Find a Contact

SearchFind or create

In Zapier“Search a contact.”

Looks up a contact that already sits in Missive and hands it to the steps after it, so an update lands on the right person.

When to use it
just before Update Contact, or before any step that needs a contact the trigger did not carry.
Watch out
the editor also lists Find or Create Contact. It is not another operation, only this search with the Create X if it doesn't exist yet? box ticked. Contact Book is required either way.

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 depended on it are skipped. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into a find-or-create: the setting above disappears and the step asks for the fields needed to create the missing contact.
  3. 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 it breaks

When a Missive Zap breaks

Zapier attaches no help article to Missive, and no limit specific to the app is documented. The failures worth knowing are the general ones, and they hit Missive Zaps like any other.

  • The past is not replayed

    A Zap reacts only to what happens after it is switched on. Messages, comments and contacts that existed before stay out, and moving that backlog is a separate job.
  • A Zap that sets itself off

    As a general precaution, a Zap that writes into the very place its own trigger watches can start itself again and again. Check where each step writes.
  • A sudden flood gets held

    When a trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold it back instead of running every item.
  • The same item counts once

    On the three polling contact triggers, Zapier keeps track of what it has already seen, so the same contact, group or book does not start the Zap twice.
Need help

Need help automating Missive with Zapier?

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FAQ

Missive and Zapier: frequent questions

01Is the Missive Zapier integration free?
Yes, as long as each Zap stays at two steps. Missive is not a premium app, so it works on the free plan of Zapier, which gives 100 tasks a month and an unlimited number of Zaps. The catch is the shape: one trigger and one action, nothing more. A filter on New Message (Email, SMS, Etc.), a Find a Contact search or a second action turns the Zap into a multi-step one, and that requires a paid plan. Build the simplest version first, then decide whether the extra step is worth paying for.
02How many tasks does a Missive Zap use?
One per action that succeeds, and nothing for the rest. The trigger never costs a task, and neither do the checks Zapier runs on New Contact, New Contact Group or New Contact Book, however often they happen. A Zap that receives a message and then runs Create Task and Create Post uses two tasks per message. An action that fails is not counted against the plan. Some apps and actions elsewhere take more than one task when they complete, so read the count on your plan after a few runs.
03Does Missive start Zaps in real time?
Two of its triggers do, three do not. New Message (Email, SMS, Etc.) and New Comment are instant: the app tells Zapier the moment it happens, whatever your plan, and the editor shows a lightning bolt on such Zaps. New Contact, New Contact Group and New Contact Book are polling triggers: Zapier checks at an interval set by the plan, 15 minutes on Free, 2 on Professional and 1 on Team and Enterprise. On a paid plan a check can also be run by hand from the editor.
04What do you need to connect Missive to Zapier?
An account on Missive, plus read or write access on anything you do not own yourself and want the Zap to touch. The connection itself happens from the Apps page of Zapier: click + Add connection, search Missive, click Add connection, sign in in the tab that opens and grant access. It is made once and reused by every Missive step afterwards. Several operations also require a Contact Book, so the account you connect should be able to reach the book you plan to use.
05Why does New Contact Group ask for a Kind?
Because the trigger needs to know what it is watching. Kind is a required field, and it takes one of two values: group or organization. Contact Book is required as well, so the trigger always looks at one book and one kind of grouping. If the Zap never fires, the first thing to check is that these two choices match what is actually being created in Missive. The trigger is a polling one, so a new group only shows up after Zapier's next check, at the interval of your plan.
06What if the Missive operation you want is not listed?
Then the Zap cannot do it with a Missive step, and nothing in the editor will add it. The Missive page on Zapier shows the current list of triggers, actions and searches, and that list is the one the editor offers. Today it covers messages, comments, contacts, contact groups and books, drafts, posts and tasks, with no step that deletes anything. Check that page before planning a Zap around an operation, and look at whether a different trigger or a search can reach the same result.
07Zapier, Make or n8n for Missive?
Pick by criteria, not by reputation. On Zapier, Missive works on the free plan as long as a Zap stays at one trigger and one action, and its message and comment triggers are instant. As soon as you need a filter, a search or several actions, the Zap needs a paid plan. Compare that with what Make and n8n offer for Missive: which operations exist, how a run is counted, and who on the team will maintain the automation. The answer depends on the Zaps you plan, not on the tool alone.