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Peerbie Zapier integrationAutomate Peerbie with Zapier.

Peerbie Zapier integration: 5 triggers and 5 actions, every trigger instant and no search step. Each new customer, event, issue, post or task in Peerbie can start an automation, and Zapier can create the same five kinds of record in Peerbie from any other app.

See the 10 operations

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Overview

What the Peerbie Zapier integration is good for

The Peerbie Zapier integration plugs your Peerbie workspace into your other tools. Peerbie keeps customers, events, issues, posts and team tasks in one place. Zapier, an automation service, reacts to anything new in those five areas and can also create each of them from outside. Ten operations, open on the free plan.

Customers that arrive with a to-do. New Customer followed by Create Task means every customer added in Peerbie lands with a first task already waiting in a team.

Issues that reach the right inbox. New Issue pushes each fresh issue to the chat channel or helpdesk where someone actually handles it, while Create Issue does the reverse and logs problems reported in a form.

A network feed that stays alive. Create Post publishes to your Peerbie network from another source, such as a release note or a blog article, so colleagues read it where they already work.

What it does not do: every action creates, none updates or deletes, so a record changed elsewhere will not be changed in Peerbie. There is no search step either, so a Zap cannot look up an existing customer or task before acting. And the triggers only cover new items, not edits.

For a broader look at tools that do this kind of job, see Zapier alternatives.

Vocabulary

Eight Zapier terms, in plain words

Zapier has its own vocabulary. These are the words you will meet while building a Peerbie Zap.

Zap
A Zapier automation: one trigger, then one or several actions that run every time the trigger event takes place.
Trigger
The event that sets a Zap off, such as a new issue in Peerbie. Once the Zap is on, Zapier waits for that event.
Action
What the Zap does after it starts: the step that creates, sends or writes something, here a customer, event, issue, post or task.
Task
Zapier's billing unit: one action completed successfully. The monthly allowance of a plan is counted in tasks.
Instant trigger
A trigger the app reports itself, the moment the event happens, so nothing waits for a scheduled check. All five Peerbie triggers work this way.
Polling trigger
A trigger Zapier checks on a timer, asking the app for new items at a fixed interval. Peerbie has none.
Filter
A step that only lets the Zap continue when the incoming data meets a condition you define, and stops it otherwise.
Connection
Your Peerbie account linked to Zapier once, then reused by every Peerbie step across all your Zaps.
Cost

What a Peerbie Zap costs in tasks

Watching Peerbie is free: none of the five triggers uses a task. The bill starts with the actions, one task each time one of them succeeds.

  • Peerbie triggerNo task
  • Each successful action1 task
  • Free plan allowance100 tasks a month
  • Longest free Zap2 steps

A Create Task that goes through costs one task; one that fails costs nothing. Peerbie is not limited to paid plans, so the free plan works: 100 tasks a month and Zaps of exactly two steps. Add a filter, a second action or a search step and you have a multi-step Zap, which needs a paid plan. The interval grid below applies to polling triggers only. Since Peerbie's are instant, they start your Zap straight away, whatever the plan.

Connect

Link your Peerbie account to Zapier

  1. 01

    Start from the Apps page

    Make sure you already have a Peerbie account. Then go to the Apps page of your Zapier account and click + Add connection to open the dialog that lists the apps.

  2. 02

    Find Peerbie

    Search for Peerbie by name in the dialog, select it, then click Add connection. A new tab opens on the Peerbie side so you can sign in with your usual login.

  3. 03

    Sign in and allow access

    Sign in to Peerbie and grant Zapier access to the account. For teams or records you do not own, you also need read or write access, or the Zap will not reach them.

First Zap

Your first Peerbie Zap: turn urgent issues into tasks

GoalEvery new Peerbie issue that matches a condition becomes a task for the team that fixes it.

  1. 01

    Build: choose the trigger

    Start a new Zap. Pick Peerbie as the app that starts it and New Issue as the event, then select the Peerbie connection you made earlier.

  2. 02

    Test it on a real issue

    Run the trigger test. Zapier pulls the three most recent issues of the account, and you build the rest of the Zap on one of those real issues.

  3. 03

    Filter what matters

    Use the plus icon to add a Filter. Pick the field to look at, a text rule and the value to match. This third step makes the Zap multi-step, so a paid plan is needed.

  4. 04

    Add Create Task

    Add Create Task as the action and map the issue's title into Title, the only required field. The task then carries the same wording as the issue that caused it.

  5. 05

    Test and publish

    Test the action and check the task that came back. Then click Publish. From now on, each new issue that passes the filter gets its task, while older issues stay as they are.

Triggers

The five Peerbie triggers

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

1

New Customer

Instant trigger

In Zapier“Triggers when a new customer is created”

Starts a Zap whenever someone adds a customer in Peerbie. The new record goes straight to the next step, ready to be copied into a CRM, an invoicing tool or a welcome sequence.

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 the sales side lives in another tool and needs to know about each customer your team registers in Peerbie.
Watch out
it only reacts to customers created after the Zap is published. Customers already in Peerbie never come through, so moving them is a separate job.
2

New Event

Instant trigger

In Zapier“Trigger for new event”

Reacts to each event added in Peerbie, which is handy when your team plans meetings or deadlines there but the rest of the company reads another calendar.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to copy Peerbie events into a shared calendar, or to post a heads-up in a chat channel whenever a new one appears.
Watch out
if the same Zap ends with Create Event in the same Peerbie account, each new event creates another one, and the Zap keeps setting itself off.
3

New Issue

Instant trigger

In Zapier“Triggers when a new issue is created”

Fires on every issue created in Peerbie. It is the natural starting point for anything support or quality related, because the issue reaches the right people without anyone forwarding 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
to alert the on-duty person in a chat tool, or to open a matching ticket in the helpdesk your support team uses.
Watch out
a Zap built on it shows a lightning bolt in the editor, the mark of an instant trigger. Without that bolt, you picked a different trigger.
4

New Post

Instant trigger

In Zapier“Triggers when a new Post is created in PeerBie”

Picks up each post published in Peerbie. Internal news, announcements and updates posted there can then travel to people who rarely open the app.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to mirror important posts in an email digest tool or in the main channel of your company chat.
Watch out
when a bulk import fills Peerbie with many posts at once, Zapier's flood protection can hold that sudden batch back instead of running the Zap for each one.
5

New Task

Instant trigger

In Zapier“Triggers when a new task is created”

Kicks in when a task is created in Peerbie, so the person or tool that tracks workload hears about it without a manual export.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to log each new task in a spreadsheet used for reporting, or to notify a manager who does not live in Peerbie.
Watch out
testing it brings back the three latest tasks of the connected account. If the account has none yet, create one in Peerbie first so there is something real to map.
Actions

The five Peerbie actions: all of them create

Peerbie gives you 5 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Customer

Action

In Zapier“Creates a Customer in Peerbie Account”

Adds a customer to your Peerbie account. Only the Customer Name is required, which makes it, with Create Task, the quickest action to set up.

When to use it
when deals are closed in a CRM and the delivery team works in Peerbie.
Watch out
nothing checks for an existing customer first, since there is no search; running it twice for the same client makes two records.
2

Create Event

Action

In Zapier“Create an event in Peerbie Application”

Puts an event in your Peerbie calendar from data held elsewhere, like a booking form or another calendar.

When to use it
when appointments booked online should show up next to the rest of the team's work.
Watch out
Title, Start Date and End Date are all required, so the source has to carry an end time, not just a start.
3

Create Issue

Action

In Zapier“Create an Issue in your Peerbie account”

Logs a new issue in Peerbie with a title and a description, both required.

When to use it
to turn bug reports or complaints sent through a form into issues the team can track in one place.
Watch out
an empty description stops the action, so map a field that is always filled in the source, or the issue never appears.
4

Create Post

Action

In Zapier“Create Post to Your Peerbie network”

Publishes a post on your Peerbie network, with a required title and body.

When to use it
to share a new blog article, a release note or a press mention with colleagues without copying it by hand.
Watch out
paired with the New Post trigger in one Zap, it publishes a post that sets the Zap off again, in a loop.
5

Create Task

Action

In Zapier“Create a Task in a Team in your Peerbie account”

Opens a task in a team of your Peerbie account. Title is the only required field.

When to use it
when work requested elsewhere, a form entry or a new customer, should become a to-do for a given team.
Watch out
the connected account needs access to that team, otherwise the task has nowhere to go.
When it breaks

When a Peerbie Zap stops behaving

No Zapier help article is attached to Peerbie. The cases below come from Zapier's general limits and from the required fields of the Peerbie actions.

  • Records from before the Zap stay out

    A Zap only sees what happens after it is switched on. Customers, issues or tasks that already existed in Peerbie are never picked up; bringing them over is a separate job.

  • Create and New on the same record type

    New Task with Create Task, or New Post with Create Post, in one account: the Zap writes where its trigger listens, fires again and again, and eats your tasks.

  • A bulk import gets held back

    After a migration or a mass import, a trigger that returns a huge batch at once can be stopped by Zapier's flood protection.

  • A required field left empty

    Each action has required fields: Customer Name, Title with both dates, title with description, title with body, Title. One empty field and the action fails, which at least costs no task.
Need help

Need help automating Peerbie with Zapier?

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FAQ

Peerbie and Zapier: what people ask

01Is the Peerbie Zapier integration free?
It is, on Zapier's free plan. Peerbie is not among the apps Zapier keeps for paid plans, so its ten operations are available from day one. The free plan includes 100 tasks a month and Zaps made of two steps, one Peerbie trigger and one action. You move to a paid plan when you want more: a filter, a second action or a search step. Peerbie's own subscription is a separate matter that this page does not cover.
02How many tasks does a Peerbie Zap use?
One task for each action that succeeds, none for the trigger. A Zap that starts on New Customer and runs Create Task uses one task per new customer. With a second action it would use two. An action that fails, such as a Create Event without an End Date, is not counted against your plan. Waiting for new Peerbie items is free too, however often they arrive, because Zapier only bills completed actions.
03Are Peerbie triggers real time?
Yes. All five are instant triggers: Peerbie tells Zapier about the new item itself, so the Zap starts without waiting for a scheduled check. The interval grid of Zapier plans (15 minutes on Free, 2 on Professional, 1 on Team and Enterprise) only concerns polling triggers, and Peerbie has none. A Zap built on one of these triggers shows a lightning bolt in the editor. This behavior comes from the app and cannot be changed in Zapier.
04What is required to connect Peerbie to Zapier?
A Peerbie account and a Zapier account. On the Apps page of Zapier, click + Add connection, look for Peerbie, confirm with Add connection, then sign in to Peerbie in the new tab and grant access. For teams or records owned by someone else, you also need read or write access to them. The connection is created once and every Peerbie step in your Zaps reuses it afterwards. Testing a Peerbie trigger then brings back the three most recent items of that account.
05Can a Peerbie Zap update an existing task or customer?
No. The five Peerbie actions on Zapier all create something new: a customer, an event, an issue, a post or a task. None of them edits or deletes. The triggers follow the same logic and only report new items, not changes. If a record must stay in sync after it was created, Zapier cannot do it with Peerbie today, and running a create action twice produces a duplicate rather than an update.
06What if the Peerbie operation you are looking for is not there?
Then Zapier does not offer it for Peerbie right now. The ten operations on this page are the full list: five triggers on new items and five create actions, with no search, no update and no delete. You can sometimes get close by designing the Zap around a creation, or by letting another app handle the missing step and passing its result to a Peerbie action, knowing that each extra step makes the Zap multi-step.
07Zapier, Make or n8n for Peerbie?
Pick by criteria, not by ranking. On Zapier, Peerbie works on the free plan, its five triggers are instant, and the ten operations need only the connection to run. The free plan is capped at two steps and 100 tasks a month, so filtered Zaps or busy workspaces will need a paid plan. Before considering Make or n8n, check whether they support Peerbie at all and whether they offer the update steps missing here; this page covers Zapier only.
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