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Nearby Now Zapier integrationAutomate Nearby Now with Zapier.

The Nearby Now Zapier integration gives you 3 triggers, 4 actions and 0 searches around checkins, customers and reviews. The three triggers are instant, and the four actions create a checkin, with or without a review request, from an address or a position.

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Overview

What the Nearby Now Zapier integration does for you

Nearby Now is a local marketing platform built around checkins, short records of work done at a place, and the reviews customers leave. Zapier links it to your other tools through a Zap: an automation made of one trigger (the event that starts it) and one or more actions (what it then does for you). Nearby Now can play both roles.

Reviews that reach the team. New Review Completed starts a Zap when a customer finishes a review. Send it to a sheet and a chat channel, and the people who did the job see the feedback without logging in.

Checkins created from another app. Create Checkin (Address) and Create Checkin (Geolocation) write a checkin in Nearby Now from data another app holds: who did the work, a description, and either an address or a latitude and longitude.

A review request sent with the checkin. Create Checkin & Request Review (Address) and its Geolocation twin do the same and also send a review request to the customer, whose name is required.

What Zapier does not do here: there is no search, so a Zap cannot look up an existing checkin, customer or review. The actions only accept the United States, Canada, the United Kingdom and Australia. And no Zap looks back: reviews completed before you publish it are never picked up. To weigh Zapier against other tools, open our Make vs Zapier comparison.

Vocabulary

Zapier words, in plain English

Seven words carry the rest of this page. One line each, then they are used as they are.

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 on, Zapier waits for that event and nothing else.
Action
What the Zap does once it has started: the step that writes, sends or moves something for you, such as creating a checkin.
Task
The unit Zapier bills: one action your Zap completes successfully. Your plan counts those, not the triggers.
Instant trigger
A trigger the app itself reports: it calls Zapier the moment the event happens. All three Nearby Now triggers work this way.
Filter
A step that lets the Zap go on only when what arrived meets a condition you set, and stops it otherwise.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action or a filter makes one, and it then needs a paid plan.
Cost

What a Nearby Now Zap costs

Nearby Now is not a premium app, so it runs on the free plan. The bill comes from actions, never from the trigger.

  • Trigger0 tasks
  • Each successful action1 task
  • Free plan100 tasks a month, two-step Zaps
  • Premium appNo

The trigger never costs a task. Each action that succeeds counts once, so a Zap with two actions uses twice what a one-action Zap uses; an action that fails is not counted. The free plan gives 100 tasks a month and two-step Zaps: one trigger and one action. A filter or a second action makes the Zap multi-step, which needs a paid plan. The interval grid below is Zapier's general one for polling triggers: it does not apply to Nearby Now, whose three triggers are all instant.

Connect

Connect Nearby Now to Zapier in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. A connection is your Nearby Now account linked once, then reused by every step that uses Nearby Now.

  2. 02

    Pick Nearby Now

    Type Nearby Now in the search box of the dialog, select it and click Add connection. A new tab opens, and the sign-in of the next step happens there.

  3. 03

    Sign in and grant access

    Sign in to Nearby Now in that tab and give Zapier access to 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 Nearby Now Zap: a review log with a heads-up

GoalEach completed review is added to your review sheet, then announced in your team chat.

  1. 01

    Set the trigger

    Create a Zap, pick Nearby Now and New Review Completed, then your connection. The trigger is instant: no interval comes into play.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent reviews of the connected account, so the next steps are mapped on a real one.

  3. 03

    Add the row

    Add your spreadsheet as the first action and map the review details you want to keep into its columns. Test the step and read what came back.

  4. 04

    Add the message

    Click the plus icon, add your team chat and write the message with the review details. Two actions make a multi-step Zap, which needs a paid plan.

  5. 05

    Publish

    Click Publish to switch the Zap on. Only reviews completed after that moment start it. For a guided build on your own account, see our Zapier training.

Triggers

The 3 Nearby Now triggers

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

1

New Checkin

Instant trigger

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

A checkin is a short record of work done at a location. Each new one in Nearby Now starts the Zap, which makes it the natural signal that a job has been logged and that someone elsewhere may need to know.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
post each checkin in your team chat, as in the Zap at the top of this page.
Watch out
if the same Zap also creates checkins in Nearby Now, read the loop case below.
2

New Customer

Instant trigger

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

Whenever a customer is added in Nearby Now, the Zap starts with that customer in hand. It keeps your contact list or your mailing tool from lagging behind the platform.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
add the new customer to your email tool.
Watch out
customers added before the Zap was published are never sent; any backlog is a separate job.
3

New Review Completed

Instant trigger

In Zapier“Triggers when a customer completes a review.”

When a customer finishes a review, the Zap hears about it. It is the event to watch if feedback should reach the people who did the work, or end up in a sheet where reviews are kept.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
log each review and share it in your team chat, as in the first Zap above.
Watch out
reviews completed before you publish the Zap are not picked up.
Actions

The 4 Nearby Now actions

Nearby Now gives you 4 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Checkin (Address)

Action

In Zapier“Create a Checkin using an address to define location.”

Creates a checkin placed by its address. It requires the Checkin User Email, a Checkin Message describing the work, the street address, city, state abbreviation, postal code and country code.

When to use it
another app already holds the address where the work was done.
Watch out
only US, CA, GB and AU are accepted as country.
2

Create Checkin (Geolocation)

Action

In Zapier“Create a Checkin using a lat/long geolocation to define location. Only US, CA, GB, and AU are supported.”

Here the location comes from a latitude and a longitude instead of an address. It also requires the Checkin User Email and a Checkin Message.

When to use it
the app that records the job captures a position rather than a postal address.
Watch out
its description says only the United States, Canada, the United Kingdom and Australia are supported.
3

Create Checkin & Request Review (Address)

Action

In Zapier“Create a Checkin and send a Review Request simultaneously using an address to define location.”

Two things in one step: a checkin placed by its address, and a review request sent to the customer. On top of the address fields, it requires the Customer Name.

When to use it
a finished job should both appear as a checkin and prompt the customer for a review.
Watch out
the field help says the address will also be used by the review if one comes in.
4

Create Checkin & Request Review (Geolocation)

Action

In Zapier“Create a Checkin and send a Review Request simultaneously using a lat/long geolocation to define location. Only US, CA, GB, and AU are supported.”

The position-based twin of the previous action: a checkin from latitude and longitude, plus a review request, with the Customer Name required.

When to use it
your job app records a position and you want the review request to go out with the checkin.
Watch out
the same four countries apply, and the coordinates will also be used by the review if one is received.
When it breaks

When a Nearby Now Zap breaks

Zapier attaches no help article to Nearby Now and no rate limit is published. What can go wrong comes from the fields the actions require and from how Zapier works.

These six cases are the ones to check on a Nearby Now Zap. If a Zap still misbehaves after that, see our Zapier troubleshooting guide.

  • A user email Nearby Now does not know

    Checkin User Email must be a valid, active user email on your Nearby Now account. So the customer's email does not belong in that field.

  • A country outside the list

    The checkin actions accept only US, CA, GB and AU. A job in another country cannot become a checkin through these actions.

  • An address field left empty

    The address actions require street, city, state, postal code and country. Check at the test that every one of them receives a value.

  • No look back

    A Zap only reacts to what happens after you switch it on. Checkins, customers or reviews that already existed are never picked up.

  • A Zap that sets itself off

    A Zap that writes into the place its own trigger watches can start itself again and again and burn through your tasks. Keep the trigger and the write apart.

  • A sudden flood

    After a bulk import or a migration, a trigger that suddenly returns a huge batch can be held back by Zapier's flood protection.
Need help

Need help automating Nearby Now with Zapier?

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FAQ

Nearby Now and Zapier: the questions people ask

01Is the Nearby Now Zapier integration free?
Yes. Nearby Now is not a premium app, so it runs on the free plan, which gives 100 tasks a month and an unlimited number of Zaps of two steps each: one trigger and one action. New Checkin followed by a chat message fits, and so does a trigger from another app followed by one of the four checkin actions. The review Zap on this page has two actions, so it is multi-step and needs a paid plan, like any Zap with a filter.
02How many tasks does a Nearby Now Zap use?
One per successful action, and nothing for the trigger. A Zap that logs each review in a sheet uses one task per review; the Zap on this page, which also posts a message, uses two. Create Checkin & Request Review creates a checkin and sends a request in one step; check what your first runs use. An action that fails is not counted. Zapier also notes that a few apps and a few actions take more than one task when they complete.
03Does a Nearby Now Zap start right away?
Yes, on the trigger side. New Checkin, New Customer and New Review Completed are all instant: Nearby Now tells Zapier the moment the event happens, so the Zap starts right away, whatever your plan. The plan's polling interval, 15 minutes on the free plan, does not apply to them. When Nearby Now is the action, the timing depends on the trigger of the other app that starts the Zap, instant or polling.
04What does it take to connect Nearby Now to Zapier?
An account on Nearby Now, plus read or write access on anything you do not own yourself and want the Zap to touch. Then open Apps in Zapier, click + Add connection, pick Nearby Now, sign in in the tab that opens and grant access. Before building an action, also check that the emails you plan to map into Checkin User Email belong to active users of your Nearby Now account.
05Which countries can a Nearby Now checkin use?
Four: the United States, Canada, the United Kingdom and Australia, written as US, CA, GB and AU in the Checkin Country Code field, which is required on the address actions. The help of that field and the descriptions of the geolocation actions say so explicitly. A job located anywhere else cannot be sent as a checkin through these actions, so a filter on the country, which needs a paid plan, can keep the Zap from trying.
06What if the Nearby Now operation you need is not listed?
Check the Nearby Now page on Zapier, which shows the current list. Today it holds three triggers and four actions, all about checkins, customers and reviews, and no search. If you only need a variant, such as a review request with the checkin, one of the four actions may already cover it. If not, compare how another automation tool handles the same need before building around the gap and rebuilding later.
07Zapier, Make or n8n for Nearby Now?
Choose on criteria, not on a ranking. On Zapier, check first that the seven operations cover your flow, and that your jobs are in one of the four supported countries. Then count: each successful action is a task, and a second action or a filter means a paid plan. Timing is not a concern on the trigger side, since all three triggers are instant. Put the same questions to Make and n8n before deciding.
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