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Ometria Zapier integrationAutomate Ometria with Zapier.
The Ometria Zapier integration comes down to 1 action, with 0 triggers and no search. Another app starts the Zap, and Ometria receives a contact it creates or updates. Simple, but enough to feed your retail marketing lists from the rest of your tools, on the free plan.
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What the Ometria Zapier integration actually does
Ometria helps retail brands run their customer marketing from one place. On Zapier, the integration does a single job: any app that starts a Zap can send a contact to Ometria, which then either creates that contact or updates the one it already has. Everything else happens inside Ometria.
Three results you can build with that one action. Shop customers ready for your campaigns: a new customer in your store starts the Zap, and Create or Update Contact puts that person in Ometria without a CSV import. Sign-ups from forms and events, in the same base: a newsletter form, a pop-up store registration or a competition entry can all feed Ometria through their own Zaps. Details kept current: because the action updates existing contacts as well as creating new ones, a later Zap run for the same person refreshes the record instead of leaving a stale copy.
What Zapier does not do here matters just as much. Ometria has no trigger on Zapier, so nothing that happens in Ometria can start a Zap: a campaign sent, a segment change or a new contact stays inside Ometria. There is no search either, and no action to delete a contact. The start of every Ometria Zap is another app, and nothing that happened before the Zap was switched on is picked up.
If you are still choosing a platform, see Make vs Zapier and n8n vs Zapier.
Zapier words, in plain English
Seven words come back all over this page. Here is what each one means before you open the editor.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. With Ometria, it always comes from another app, such as your online store.
- Action
- What the Zap does after it starts: the step that writes or sends something for you, here a contact into Ometria.
- Task
- The unit Zapier bills. One task is one action your Zap completes successfully, and your plan counts those.
- Polling vs instant
- A polling trigger is checked on a timer set by your plan. An instant trigger is reported by its app the moment the event happens.
- Filter
- A step that lets the Zap carry on only when what arrived meets your condition, and stops it there otherwise.
- Connection
- Your Ometria account linked to Zapier once, then reused by every step of every Zap that sends data to Ometria.
What an Ometria Zap really costs
Zapier bills completed actions, not events. The trigger from the other app costs nothing; each Create or Update Contact that goes through counts as one task.
- Trigger (other app)0 task
- Each successful contact sent1 task
- Free plan100 tasks a month, 2-step Zaps
- Premium appNo
An action that fails is not counted. A Zap with three actions eats three times what a one-action Zap eats. Ometria is not a premium app, so it works on the free plan: 100 tasks a month and unlimited Zaps, but only two steps per Zap, one trigger and one action. A store-to-Ometria Zap fits exactly. Add a filter, for example to keep only customers who opted in, and the Zap becomes multi-step, which needs a paid plan. Since the trigger belongs to another app, the polling grid below applies to it when that trigger is a polling one.
Connect your Ometria account in three steps
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. You need an Ometria account first, plus access to anything you do not own yourself and want the Zap to touch.
- 02
Pick Ometria
Type Ometria in the search box of the dialog that appears, select it in the results, then click Add connection. A new browser tab opens on the Ometria side.
- 03
Sign in and grant access
Sign in to Ometria in that tab and allow Zapier to reach the account. The connection is saved once, then offered in every Zap step that uses Ometria from now on.
Your first Ometria Zap: send opted-in shop customers to Ometria
GoalWhen a new customer is created in your Shopify store and meets your condition, that person is created or updated as a contact in Ometria.
- 01
Build the trigger
Create a Zap and pick Shopify as the starting app, with a new customer as the event. Select your store's connection so Zapier knows where to look.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent customers of the connected store, so you map the next steps on a real person rather than an empty sample.
- 03
Add the filter
From the plus icon, add Filter. Pick the field to look at, the rule and the value. A text rule only works on text. This step makes the Zap multi-step.
- 04
Add the Ometria action
Add Ometria with
Create or Update Contact. Map the customer's email into Email Address, the one required field, then any other details you want. - 05
Test and publish
Test the action once and check the contact in Ometria before going further, since it is a real record. Then click Publish to switch the Zap on.
The Ometria action
Ometria gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Create or Update Contact
ActionIn Zapier“Creates or updates an existing contact in Ometria”
Sends a person to Ometria, which adds them as a new contact or refreshes the contact it already holds. It is the action Zapier puts forward for the app, and the only one on offer.
When an Ometria Zap breaks
Zapier links no help article to Ometria, so the cases below are the general ones that hit any Zap. With marketing contacts, each of them shows up as people missing from your lists.
Read them before you publish. For a Zap that still misbehaves, see Zapier troubleshooting.
No catch-up on existing customers
A Zap only reacts to what happens after it is switched on. Customers already in your store are not sent to Ometria; moving that backlog is a separate job.A loop in the starting app
If another step writes back into the place your trigger watches, the Zap sets itself off again and again and burns through the task count fast.Flood protection after an import
A bulk import in the starting app makes its trigger return a huge batch at once, and Zapier's flood protection can hold it back instead of running it all.Each person sent once
On a polling trigger, Zapier remembers what it has already seen, so the same customer does not start the Zap twice and does not cost a second task.
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