Peblo Zapier integrationAutomate Peblo with Zapier.
Peblo Zapier integration: 4 triggers and 3 actions, all four triggers instant, no search step. Peblo tells Zapier when a brand deal is approved or rejected and when a creator or an agency gets paid; Zapier can create, edit and confirm deals in return.
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What the Peblo Zapier integration does for a creator business
The Peblo Zapier integration links your Peblo account to the rest of your tools. Peblo handles brand deals and the payments that follow them. Zapier, an automation service, listens to those deal and payout events and passes them on, or writes new deals into Peblo from another app. Seven operations in all, every one of them usable on the free plan.
A deal log that fills itself. Starting from Brand Deal Approved, every deal Peblo approves can land in the sheet or board where your team plans content, with nobody copying it over.
Deals typed once. Create Brand Deal takes a deal signed somewhere else (a form, a CRM record) and opens it in Peblo with the client, the brand, the amount and the payment terms in days.
A payout signal for the whole team. Creator Paid and Agency Paid confirm that a payment went through, which is the moment to thank the creator or close the file with the agency.
What it does not do: there is no search, so a Zap cannot look up an existing deal by name, and the deal ID has to come from an earlier step. There is no trigger for a newly created deal either, only for its approval or rejection. And Zapier never moves money here: it hears about payments, it does not send them.
Weighing other tools for the same job? See Make vs Zapier.
Zapier vocabulary in one minute
Eight words come back on every Zapier screen. Here they are in plain English, and Zapier training goes further if you want it.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time that trigger event happens.
- Trigger
- The event that starts a Zap, here something that happens in Peblo. Once the Zap is switched on, Zapier waits for it.
- Action
- The step the Zap carries out after it starts: the part that writes, sends or changes something, like editing a deal in Peblo.
- Task
- What Zapier bills: one action that completes successfully. The allowance on your plan is a count of those.
- Instant vs polling
- An instant trigger is reported by the app the moment the event occurs. A polling trigger is checked by Zapier on a timer. Peblo's four are instant.
- Filter
- A step that lets the Zap carry on only when what arrived meets a condition you set, and stops it otherwise.
- Search step
- A step that looks up something already stored in an app so the next steps can use it. Peblo offers none on Zapier.
- Connection
- Your Peblo account linked to Zapier once, then reused by every step that touches Peblo, in any Zap you build.
What Peblo costs you in Zapier tasks
The four Peblo triggers never cost a task. Only an action that goes through counts: one Create Brand Deal that works is one task, one that fails is nothing.
- Peblo trigger0 tasks
- Successful action1 task
- Free plan100 tasks a month
- Free plan Zap size2 steps
Peblo is not reserved for paid plans, so it runs on the free plan: 100 tasks a month and Zaps of two steps, one trigger plus one action. A second action, a filter or a search step makes it a multi-step Zap, and that needs a paid plan. The interval grid below only governs polling triggers, which Zapier checks on a timer. Peblo's are instant, so they fire straight away on every plan, free one included.
Connect Peblo to Zapier in three steps
- 01
Open your connections
You need an existing Peblo account first. In Zapier, open the Apps page of your account and click + Add connection. A dialog opens with a search box.
- 02
Pick Peblo
Type Peblo in the search box, choose it in the results, then click Add connection. Zapier sends you to the Peblo sign-in page, which opens in a new browser tab.
- 03
Sign in and grant access
Log in with the Peblo account that holds your deals and grant Zapier access to it. If some deals belong to someone else, you also need read or write access to them.
Your first Peblo Zap: rework a rejected deal
GoalWhen Peblo rejects a deal for one client, update it straight away instead of retyping it.
- 01
Build: pick the trigger
Start a new Zap and pick Peblo as the app that starts it, with Brand Deal Rejected as the event. Choose the Peblo connection made above.
- 02
Test the trigger
Run the trigger test. Zapier brings back the three most recent rejected deals of the account, so the mapping is done on a real one rather than on dummy data.
- 03
Add a filter
From the plus icon, add a Filter, then set the field to look at, the rule and the value that marks the client this Zap handles. A filter makes the Zap multi-step, so it needs a paid plan.
- 04
Add Edit Brand Deal
Add Edit Brand Deal as the action. Map the Deal ID from what the trigger returned, then fill the eleven other required fields, from client to currency.
- 05
Test, then publish
Test the action once and read what came back. Then click Publish to switch the Zap on. Only rejections that happen after that moment will set it off.
Peblo triggers on Zapier: 4 instant events
4 events start a Zap when something happens in Peblo, and 4 of them are instant: the app calls Zapier straight away, whatever your plan.
Agency Paid
Instant triggerIn Zapier“Triggers when we have successfully processed a payment to an agency.”
Starts your Zap once Peblo has successfully processed a payment to an agency. A payout becomes something the rest of your tools can act on, without anyone opening Peblo to check.
Brand Deal Approved
Instant triggerIn Zapier“Triggers when your brand deal has approved.”
Fires each time one of your brand deals is approved in Peblo, and hands that deal to the next step so the work around it can begin without a manual check.
Brand Deal Rejected
Instant triggerIn Zapier“Triggers when your brand deal has been rejected.”
The mirror image of the approval trigger: it reacts when a brand deal is rejected, so a refusal never sits unnoticed in the account while the creator waits for news.
Creator Paid
Instant triggerIn Zapier“Triggers when we have successfully processed a payment to a creator.”
Kicks off when Peblo has successfully processed a payment to a creator. It is the clearest signal that the money for a deal has reached the person who made the content.
Peblo actions on Zapier: create, edit and confirm deals
Peblo gives you 3 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Confirm Brand Deal Performance
ActionIn Zapier“Lets us know that the content for a brand deal has been performed and posted.”
Tells Peblo that the content for a deal has been made and posted, with links to the live posts. It closes the creative side of the deal from inside your Zap.
Create Brand Deal
ActionIn Zapier“Creates a Brand Deal”
Opens a new deal in Peblo from data that lives elsewhere: client and brand, the client emails that will receive Peblo's invoices, payment terms, creator details, amount and currency. All eleven are required.
Edit Brand Deal
ActionIn Zapier“Edits a Brand Deal”
Rewrites an existing deal, found by its Deal ID. It asks for the whole deal again: client, brand, emails, payment terms, description, creator, amount and currency.
When a Peblo Zap breaks
Zapier attaches no help article to Peblo. What follows comes from Zapier's general limits and from the required fields of the Peblo actions.
Four cases to know before you publish. For anything else, see Zapier troubleshooting.
Old deals never show up
A Zap only reacts to what happens after you publish it. Deals approved, rejected or paid before that stay out, and moving that backlog is a separate job.A Zap that keeps setting itself off
When a Zap writes into the very place its own trigger watches, it can fire again and again and burn through your task count fast.A sudden batch held back
After a bulk import or a migration, a trigger that returns a huge batch at once can be held back by Zapier's flood protection.A field or currency refused
Create Brand Deal and Edit Brand Deal each require a long list of fields, and Currency takes only USD, CAD, EUR, GBP or AUD. Get one wrong and the action fails, which at least costs no task.
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