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Peerdom Zapier integrationAutomate Peerdom with Zapier.

Peerdom Zapier integration: 5 triggers, 9 actions and 1 search. New groups, maps, peers, projects and roles in Peerdom can start a Zap; Zapier can then create, update, assign and unassign across your org chart, or find a peer from an email address.

See the 15 operations

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Overview

What the Peerdom Zapier integration changes for HR and ops

The Peerdom Zapier integration connects your Peerdom org chart to the tools around it. Peerdom maps how a team is organized: peers, the roles they hold, the groups (circles, pods and the like) those roles sit in, plus maps and projects. Zapier, an automation service, picks up what is new there and keeps the chart in step with your HR and IT tools. Fifteen operations, all on the free plan.

An org chart that follows hiring. When your HR tool records a new hire, Create Peer adds the person to Peerdom, and Assign Role to Peer gives them their first role, so the chart is right on day one.

Role changes that reach every tool. Unassign Peer From Role, then Assign Role to Peer, moves someone between roles when a change is approved elsewhere, while New Role tells the rest of your stack that a role now exists.

Accounts tied to the right person. Get Peer by E-Mail finds the peer behind an email address, so an update coming from a directory or a form lands on the correct profile instead of a duplicate.

What it does not do: nothing deletes a peer, a role or a group, and no trigger reports a change to something that already exists, only new items. Projects can start a Zap but no action creates or edits one. And the triggers are polled, so Zapier sees new items with a delay that depends on your plan.

Comparing tools before you commit? See n8n vs Zapier.

Vocabulary

The Zapier words you will meet with Peerdom

Eight terms explained in plain English. If you want a guided start, there is also Zapier training.

Zap
An automation on Zapier: one trigger, followed by one or more actions that run each time the trigger event shows up.
Trigger
The event that sets a Zap off, for example a new role in Peerdom. With the Zap on, Zapier keeps watching for it.
Action
The step that does the work once the Zap has started, such as creating a peer or assigning a role in Peerdom.
Task
The unit Zapier charges for: one action that completes successfully. Plans give you a number of tasks per month.
Polling trigger
A trigger Zapier checks on a timer, asking the app for new items at a fixed interval set by your plan. All five Peerdom triggers work like this.
Instant trigger
A trigger the app reports by itself the moment the event happens, with no waiting. Peerdom offers none on Zapier.
Filter
A step that lets the Zap go further only when the incoming data meets a condition you set, and halts it otherwise.
Search step
A step that looks up something already in an app and hands it to the next steps. Peerdom has one, Get Peer by E-Mail.
Cost

What Peerdom costs in Zapier tasks

The five Peerdom triggers never use a task, and neither does Zapier checking Peerdom for new items, however often it looks. Tasks start with the actions.

  • Peerdom trigger0 tasks
  • Each successful action1 task
  • Free plan100 tasks a month
  • Free plan Zap size2 steps

Each action that succeeds counts once: assign a role and update a peer in the same Zap, that is two tasks. A failed action costs nothing. Peerdom is not limited to paid plans, so the free plan works, with 100 tasks a month and Zaps of two steps. Adding the search, a filter or a second action makes it a multi-step Zap, which needs a paid plan. Because the triggers are polled, your plan also sets how long Zapier waits between checks, as the grid shows.

Connect

Connect Peerdom to Zapier

  1. 01

    Open the Apps page

    You need a Peerdom account to begin. In Zapier, go to the Apps page of your account and click + Add connection, which opens a dialog with a search field.

  2. 02

    Choose Peerdom

    Type Peerdom into the search field, pick it from the list, then click Add connection. Zapier opens a new tab where Peerdom asks you to sign in with your usual login.

  3. 03

    Sign in and grant access

    Sign in with the Peerdom account that manages your org chart and grant Zapier access. To touch maps, groups or roles you do not own, you also need read or write access to them.

First Zap

Your first Peerdom Zap: give newcomers a starter role

GoalEach new peer in Peerdom who matches a condition gets a starter role without anyone assigning it by hand.

  1. 01

    Build: pick New Peer

    Start a new Zap, choose Peerdom as the app that starts it and New Peer as the event, then select the Peerdom connection you just made.

  2. 02

    Test the trigger

    Run the test. Zapier fetches the three most recent peers of the account, so you set up the next steps on a real person rather than sample data.

  3. 03

    Add the filter

    From the plus icon, add a Filter and set the field to check, the rule and the value. With this third step the Zap becomes multi-step and needs a paid plan.

  4. 04

    Add Assign Role to Peer

    Add Assign Role to Peer as the action. Pick the starter role in Role and map the peer from the trigger into Peer; both fields are required.

  5. 05

    Test, then publish

    Test the action and read what Peerdom returned. Then click Publish. From then on, Zapier checks for new peers at your plan's interval; earlier peers are not touched.

Triggers

The five Peerdom triggers

5 events start a Zap when something happens in Peerdom. Zapier checks for them at the interval your plan allows.

1

New Group

Polling trigger

In Zapier“Triggers when a new group (circle, bubble, pod, etc.) is created.”

Starts a Zap when a new group appears in Peerdom, whatever your organization calls it: circle, bubble, pod. Useful when each group needs its own space in another tool.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
to open a matching chat channel or shared folder each time a new circle is set up.
Watch out
groups created before the Zap was published are never picked up. Only what shows up after that point counts, so set up older groups by hand.
2

New Map

Polling trigger

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

Reacts to each new map created in Peerdom. A map is a whole view of the organization, so this trigger tends to mark bigger moments than a single role or peer.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
to tell leadership or the HR team that a new version of the organization is ready to review.
Watch out
before ending a Zap with Create Draft Map on the same account, test whether a draft counts as a new map here. If it does, the Zap writes where it watches and keeps starting itself.
3

New Peer

Polling trigger

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

Fires for each peer added to Peerdom. It is the natural start for onboarding work, since a new person in the chart usually needs accounts, a role and an introduction.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
to add the person to an IT checklist, an internal directory or a welcome email sequence.
Watch out
testing brings back the three most recent peers of the account. Pick one whose fields are filled, or the mapping will look empty.
4

New Project

Polling trigger

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

Picks up each new project in Peerdom. It is the only way projects enter this integration: no action creates or edits one, so the trigger is your read-only window on them.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
to mirror a new project in your project tool or announce it in a team channel.
Watch out
a bulk import of projects can return a huge batch at once, which Zapier's flood protection may hold back.
5

New Role

Polling trigger

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

Kicks off when someone creates a role in Peerdom. Roles describe who does what, so a new one often means a job description or an access right has to follow elsewhere.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
to log new roles in an HR spreadsheet or ask the role's future holder to write its purpose.
Watch out
Zapier remembers the roles it has already seen, so one role never starts the Zap twice.
Actions

The nine Peerdom actions

Peerdom gives you 9 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Assign Role to Peer

Action

In Zapier“Assigns an existing role to a peer in Peerdom.”

Gives an existing role to an existing peer. Role and Peer are both required.

When to use it
right after Create Peer in an onboarding Zap, or when a promotion is approved in another tool.
Watch out
it assigns, it does not replace; to move someone, unassign the old role in a separate step.
2

Create Draft Map

Action

In Zapier“Creates a new draft map in Peerdom (Drafts App must be activated).”

Creates a new draft map in Peerdom, a sandbox to sketch a reorganization before it goes live.

When to use it
when a planning request approved in another tool should open a fresh draft for the people redesigning the team.
Watch out
the Drafts App has to be activated in Peerdom first, or the action has nothing to create the draft in.
3

Create Group

Action

In Zapier“Creates a new group in Peerdom.”

Adds a group to a Peerdom map. Map, Parent Group and Name are required; Electable and External are optional switches.

When to use it
when a new department or squad is approved elsewhere and the chart should show it straight away.
Watch out
the parent group must already exist, so a Zap cannot build a whole branch from nothing in a single step.
4

Create Peer

Action

In Zapier“Creates a new peer in Peerdom.”

Puts a new person into Peerdom. Only the First Name is required, which makes it easy to feed from almost any HR source.

When to use it
when a hire is confirmed in your recruiting or HR tool and should appear on the org chart.
Watch out
nothing checks for an existing peer; run Get Peer by E-Mail first if the same person might arrive twice.
5

Create Role

Action

In Zapier“Creates a new role in Peerdom.”

Creates a role inside a group of a Peerdom map, with the same required trio as groups: Map, Parent Group and Name.

When to use it
when a job opening or a new responsibility is agreed elsewhere and needs its place in the chart.
Watch out
set External to true only for a role outside the organization, such as a contractor or partner.
6

Unassign Peer From Role

Action

In Zapier“Unassign peer from a given role.”

Removes a peer from a given role, both fields required. The person stays in Peerdom; only the link to that role goes.

When to use it
when someone leaves a position, changes team or ends a temporary assignment recorded elsewhere.
Watch out
no action deletes a peer, so an offboarding Zap can strip roles but cannot remove the person.
7

Update Group

Action

In Zapier“Updates an existing group (circle, bubble, pod, etc.) in Peerdom.”

Changes an existing group, picked in the Group field, the only required one. External can be switched here too.

When to use it
when a circle is reclassified in another system, for instance moved outside the organization.
Watch out
the group must be identified in the Group field; with no search for groups, that value has to come from an earlier step or be chosen by hand.
8

Update Peer

Action

In Zapier“Updates an existing peer in Peerdom.”

Edits a person already in Peerdom. Peer is the only required field, the rest is what you want to change.

When to use it
when your HR tool is the reference and Peerdom should follow its updates.
Watch out
pair it with Get Peer by E-Mail so the change lands on the right person rather than on a guess.
9

Update Role

Action

In Zapier“Updates an existing role in Peerdom.”

Modifies an existing role. Role is required; External, Electable and Representing all are optional.

When to use it
when a role becomes electable, or moves outside the organization, after a decision taken elsewhere.
Watch out
with Representing all set to true, the change to the representing field is copied to every mirrored node, not just this one.
Searches

The Peerdom search

1 search step looks for data that already exists in Peerdom, so a later step can use it.

A search step does not change anything: it looks up a peer and hands what it found to the steps below. Peerdom searches sit at the bottom of the Action event list, under SEARCH.

1

Get Peer by E-Mail

Search

In Zapier“Get Peer by a Given E-Mail.”

Finds the Peerdom peer that matches an email address, the one required field, and passes that peer to the following steps.

When to use it
before Update Peer or Assign Role to Peer, when the trigger comes from a tool that only knows people by their email.
Watch out
with no find-or-create variant, an unknown email either stops the Zap or carries on empty, depending on the setting above.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and skips the steps that relied on it. Switched on, the Zap continues empty-handed.
  2. Create X if it doesn't exist yet?
    This box turns a search into a find-or-create. Peerdom offers no such variant for Get Peer by E-Mail, so a missing peer has to be handled another way.
  3. If multiple search results are found?
    Three choices when several items match: keep the first one, which is the default, stop the Zap, or pass all of them on.
When it breaks

When a Peerdom Zap goes wrong

Zapier links no help article to Peerdom. These six cases come from Zapier's general limits and from what each Peerdom operation requires.

  • The past stays out

    A Zap only reacts to what is created after it is switched on. Peers, roles or groups already in Peerdom never come through; moving them is a separate job.

  • New items arrive late on the free plan

    All five triggers are polled: on the free plan Zapier checks every 15 minutes, so a new peer can wait that long before the Zap starts.

  • A Zap that feeds itself

    New Role with Create Role, or New Group with Create Group, on one account: the Zap writes where its trigger watches and restarts again and again, eating tasks.

  • A reorganization held back

    After a bulk import or a migration, a trigger returning a huge batch at once can be held back by Zapier's flood protection.

  • Draft map refused

    Create Draft Map needs the Drafts App activated in Peerdom. Without it the action fails, which at least costs no task.

  • The search finds no one

    Get Peer by E-Mail with an address unknown to Peerdom stops the Zap by default, and the steps after it are skipped.
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FAQ

Peerdom and Zapier: frequent questions

01Is the Peerdom Zapier integration free?
Yes, it runs on Zapier's free plan. Peerdom is not one of the apps Zapier reserves for paid plans, so its fifteen operations are all reachable without paying. The free plan covers 100 tasks a month and Zaps of two steps, one Peerdom trigger and one action. Using the search, a filter or a second action makes the Zap multi-step, and that is the point where a paid plan becomes necessary. Peerdom's own subscription is a separate question.
02How many Zapier tasks does a Peerdom Zap use?
One task for each action that succeeds, and none for the trigger. A Zap starting on New Peer and running Assign Role to Peer costs one task per new peer. Add Update Peer after it and the same Zap costs two. An action that fails, such as Create Draft Map without the Drafts App, is not counted. Zapier checking Peerdom for new items is free as well, however often it does so, because only completed actions are billed.
03Does Peerdom trigger Zaps in real time?
No. All five Peerdom triggers are polling triggers: Zapier asks Peerdom for new items at a fixed interval. That interval depends on your plan: 15 minutes on Free, 2 on Professional, 1 on Team and Enterprise. On paid plans the frequency can be adjusted, and a check can also be run by hand from the editor. The type is set by the app, so it cannot be switched to instant from Zapier.
04What is needed to connect Peerdom to Zapier?
A Peerdom account, a Zapier account and access to the parts of the org chart the Zap will touch. On the Apps page of Zapier, click + Add connection, search for Peerdom, confirm with Add connection, then sign in to Peerdom in the tab that opens and grant access. For maps, groups or roles you do not own, read or write access is required. The connection is made once and reused by every Peerdom step.
05Why does Create Draft Map fail on some Peerdom accounts?
Because it depends on the Drafts App, which must be activated in Peerdom before the action can create anything. On an account where it is off, the step fails and the draft never appears. A failed action does not cost a task, so the only loss is the missing map. Check that setting in Peerdom before building a Zap around draft maps, then run the action test once to confirm it goes through.
06What if the Peerdom operation you need is not offered?
Then Zapier does not provide it for Peerdom today. The fifteen operations on this page are the complete list: five triggers on new items, nine actions to create, update, assign and unassign, and one search by email. There is no delete, no project action and no trigger on changes. Sometimes a mix of existing steps gets close, for example Unassign Peer From Role followed by Assign Role to Peer to move someone between roles.
07Zapier, Make or n8n for Peerdom?
Decide on criteria rather than a ranking. On Zapier, Peerdom works on the free plan, its triggers are polled at your plan's interval, and its fifteen operations need only the connection. The free plan stops at two steps and 100 tasks a month, so a Zap using the search or a filter will need a paid plan. Before looking at Make or n8n, check whether they support Peerdom and which org chart events they expose; this page only covers Zapier.
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