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Orsay Zapier integrationAutomate Orsay with Zapier.

The Orsay Zapier integration gives you 1 trigger, 2 actions and 0 searches. Leads from your forms and ads can be pushed into Orsay, even straight into a sequence, and what happens to those leads inside Orsay can start a Zap elsewhere.

See the 3 operations

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Overview

What the Orsay Zapier integration does

Orsay is an AI sales assistant: it engages your leads and qualifies them for you. Plugging it into Zapier works both ways. Leads collected in other tools can be sent into Orsay, and actions that Orsay records on those leads can set off work in your CRM, sheet or team chat.

Three results teams set up. No lead left in a form: a form or ad tool starts the Zap, and Create Lead adds the person to Orsay so the assistant can reach out. Leads dropped into the right flow: Create Lead for Sequence does the same but enrolls the lead in a chosen sequence right away. A sales log that writes itself: Lead Action starts a Zap when a lead action happens in Orsay, and a row or a message records it.

Lead Action is an instant trigger. Orsay alerts Zapier itself, so the free plan's 15-minute wait never applies to it, and a free account gets those events as fast as a paid one.

Now the gaps. There is no search step: a Zap cannot look up an existing lead in Orsay before creating one, so duplicates are yours to prevent upstream. There is no action to edit or delete a lead either. And both actions are strict about phone numbers, so a form that stores them the local way fails at the first test. The same app also has an Orsay Make integration page if you weigh the two tools. For a wider view of the platform, see the Zapier review.

Vocabulary

Zapier vocabulary in plain words

Seven terms that come up below, one line each.

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 Orsay, it is a lead action recorded in your organization.
Action
What the Zap does once started: the step that writes, sends or moves something for you, such as creating a lead.
Task
What Zapier bills: one action the Zap completes successfully. Your plan's allowance counts exactly those.
Polling vs instant trigger
Zapier checks a polling trigger on a timer. An instant trigger is reported by the app itself the moment the event happens.
Filter
A step that lets the Zap go on only when what arrived meets your condition, and stops it otherwise.
Search step
A step that looks up something already stored in an app so later steps can use it. Orsay offers none on Zapier.
Cost

What an Orsay Zap really costs

Orsay is not a premium app, so it runs on the free plan. Zapier counts tasks, not leads or Zaps.

  • Premium appNo, free plan works
  • Free plan100 tasks a month, two-step Zaps
  • BilledEach lead created successfully
  • Lead Action speedInstant on every plan

The Lead Action trigger is free, however often it fires. Each successful action counts one task, so every lead created in Orsay costs one; a failed creation is not counted. The free plan gives 100 tasks a month, unlimited Zaps and two steps per Zap: one trigger and one action. A form that feeds Create Lead fits. Add a filter, a second action or a search, and the Zap turns multi-step, which needs a paid plan. The grid below only governs polling triggers; Lead Action fires at once on every plan.

Connect

Connect Orsay to Zapier in three steps

  1. 01

    Open the Apps page

    In Zapier, go to the Apps page of your account and click + Add connection. A connection is your Orsay account linked once, then reused by every Orsay step in every Zap.

  2. 02

    Pick Orsay

    Search for Orsay in the dialog, select it and click Add connection. You need an Orsay account beforehand, since Zapier does not create one during the process.

  3. 03

    Sign in and grant access

    Log in to Orsay in the tab that opens and allow Zapier to use the account. If the organization belongs to someone else, make sure your login has write access to it.

First Zap

Your first Orsay Zap: lead actions logged in a sheet

GoalEach chosen lead action in Orsay becomes a row in a shared sheet, but only when it meets a condition you set.

  1. 01

    Start from Lead Action

    Create a Zap, choose Orsay as the app that starts it and Lead Action as the event. Pick your Orsay connection, then the Organization and the Action to watch.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent matching items of the account, so you map the next steps on a real lead instead of a guess.

  3. 03

    Add a filter

    Add a filter to let only some leads through. It makes the Zap multi-step, so this version needs a paid plan; skip it to stay on the free one.

  4. 04

    Write the row

    Add the sheet app as the action and map the lead details into the columns. Test the step once and check the row it creates.

  5. 05

    Publish

    When the test row looks right, publish the Zap. From then on, each matching lead action in Orsay lands in the sheet without anyone copying it.

Triggers

Orsay triggers on Zapier

1 event starts a Zap when something happens in Orsay, and one of them is instant: the app calls Zapier straight away, whatever your plan.

1

Lead Action

Instant trigger

In Zapier“Triggers when a lead action occurs inside the Orsay system”

Starts the Zap when an action takes place on a lead inside Orsay. You choose which organization to watch and which action counts, so one Zap can follow one kind of event while another handles a different one. The lead's data then flows to the next steps.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a sales rep should be told when a lead reaches a given stage, so a call follows while the lead is warm.
Watch out
Organization and Action are both required, so pick both before you run the test.
Actions

Orsay actions on Zapier

Orsay gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Lead

Action

In Zapier“Creates a Lead in the system”

Adds a new lead to one of your Orsay organizations, ready for the assistant to engage.

When to use it
someone fills in a contact form on your site and should reach Orsay without a manual import.
Watch out
First Name, Phone Number and Organization are required, and the phone must be in international format starting with a plus sign, or the step fails.
2

Create Lead for Sequence

Action

In Zapier“Creates a Lead for a given sequence”

Creates the lead and places it in a chosen sequence in the same move, instead of leaving it unassigned.

When to use it
leads from a given campaign deserve their own follow-up flow from the moment they exist in Orsay.
Watch out
pick the Organization first; the Sequence list only loads after that. The phone rule is the same as for Create Lead.
When it breaks

When an Orsay Zap breaks

Zapier ties no help article to Orsay, and no app-specific limit is documented. Beyond the phone format, what breaks are the general rules of every Zap.

  • Phone number rejected

    Both Orsay actions require the phone in international format starting with a plus sign. A number typed the local way in your form fails the step.

  • No catch-up on old leads

    A Zap only reacts to what happens after it is switched on. Leads already sitting in your forms or CRM are not sent; moving that backlog is a separate job.

  • A loop between create and trigger

    If a Zap creates a lead in Orsay and that creation sets off a Lead Action feeding the same Zap, it runs again and again and burns your tasks.

  • Bulk imports held back

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

Need help automating Orsay with Zapier?

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FAQ

Orsay Zapier integration: frequently asked questions

01Is the Orsay Zapier integration free?
Yes. Orsay is not a premium app, so its trigger and both actions work on the free plan. That plan gives 100 tasks a month and unlimited Zaps, with one firm limit: two steps per Zap, one trigger and one action. A form that sends each lead to Create Lead fits. Add a filter, a search or a second action and the Zap becomes multi-step, which needs a paid plan.
02How many tasks does an Orsay Zap use?
One per successful action, nothing for the trigger. Each lead created through Create Lead or Create Lead for Sequence costs one task when it works. A lead rejected because of its phone format is not counted. Lead Action is free however often it fires; what follows it is billed per successful action. A Zap with three actions after Lead Action spends three tasks per event. Since a failed action costs nothing, a test that breaks on the phone format does not dent your allowance.
03Does Orsay work in real time with Zapier?
Yes, for its trigger. Lead Action is instant: Orsay tells Zapier the moment the action happens, and the Zap starts right away. The interval grid, 15 minutes on Free, 2 on Professional and 1 on Team and Enterprise, only applies to polling triggers, so it never slows Orsay down. When Orsay sits on the action side, the speed depends on the trigger of the app that starts the Zap: instant if that app reports events itself, or on your plan's interval if Zapier has to check it.
04What do you need to connect Orsay to Zapier?
An Orsay account, plus write access on any organization you do not own and want the Zap to touch. In Zapier, open the Apps page, click + Add connection, pick Orsay, then sign in and grant access in the tab that opens. Every Orsay step then asks for the Organization, so check the right one shows up in the list. For Create Lead for Sequence, the list of sequences appears only after that organization is picked.
05Why does Create Lead fail on the phone number?
Because Orsay requires it in international format, starting with a plus sign. A number stored the local way, without the prefix, is refused and the step fails, which costs no task. The fix sits upstream: ask for the international format in your form, so every number already starts with the plus sign when it reaches the Zap. Test with one real number from your form before publishing, so the first live lead does not bounce.
06What if the Orsay operation you need does not exist?
Then the integration cannot do it today. On Zapier, Orsay offers one trigger, Lead Action, and two actions, Create Lead and Create Lead for Sequence, with no search and no step to update or delete a lead. Anything else happens inside Orsay. A practical workaround is to keep your source of truth in a CRM and let Lead Action report back to it. Each update written into the CRM then costs one task when it succeeds, and the trigger itself stays free.
07Zapier, Make or n8n for Orsay?
Compare on criteria, not on a verdict. Coverage: on Zapier, Orsay has an instant Lead Action trigger and two lead creation actions, so check whether the other tool exposes the same steps. Cost: Zapier bills each lead created successfully, and any filter means a paid plan. Upkeep: a sales team without a developer usually prefers the tool where these steps are ready, phone rule included, and where the free plan covers a simple two-step lead flow.
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