Pidj Zapier integrationAutomate Pidj with Zapier.
The Pidj Zapier integration offers 4 actions, 1 search and 0 triggers. Another app starts the Zap, then Pidj adds the contact, sends the text, launches a survey by SMS or enrolls the person in a series, from your Pidj account.
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What the Pidj Zapier integration is for
Connecting Pidj to Zapier lets another tool push contacts and text messages into your Pidj account without anyone copying phone numbers by hand. Zapier sits in the middle: it watches the first app, and when something new shows up there, it asks Pidj to do the SMS part for you.
Three typical results. A clinic or a repair shop sends a confirmation text to every new booking, through Send a Message. A support team asks for feedback after each closed request by launching a text survey prepared in Pidj, through Initiate a Survey. And a marketing team drops every new lead into a drip of messages, through Subscribe to Series, after Get Contact has found that lead's record by phone number.
Texts, surveys and new contacts all need a phone number in one strict format, E.164: a plus sign, the country code, then the number with no spaces.
What Zapier does not do with Pidj: there is no trigger, so no Zap can start when a customer replies, finishes a survey or joins a series. The single search only finds active contacts by phone number, nothing else. And the survey and the series must already exist in Pidj; Zapier sends people into them, it does not build them.
If you are still choosing a platform, the Make vs Zapier comparison is a fair place to start.
Zapier words, explained once
Eight terms carry this whole page. One line each, in everyday words.
- Zap
- The automation you build in Zapier: one trigger, then one or more actions that run each time that trigger event happens.
- Trigger
- The event in an app that starts the Zap. Pidj has none on Zapier, so a form, a sheet or a CRM always plays that part.
- Action
- What the Zap does once started. Here, the step where Pidj creates a contact, sends a text or starts a survey.
- Task
- The unit Zapier bills: one action that completes successfully. Your plan's monthly allowance is a count of those.
- Polling vs instant trigger
- A polling trigger is checked on a timer set by your plan. An instant trigger is reported by its app straight away, with no wait.
- Filter
- A step that lets the Zap continue 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 what it found. Pidj's is Get Contact.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action, a filter or a search makes it one, and it then needs a paid plan.
What Pidj on Zapier costs in tasks
Pidj is not a premium app: it runs on the free plan. Zapier bills in tasks, and only actions that go through are counted.
- Premium appNo, works on the free plan
- Free plan100 tasks a month, two-step Zaps
- Trigger checks0 tasks
- Adding Get ContactMakes the Zap multi-step
The trigger never costs anything, however often Zapier checks the first app. Each Pidj action that succeeds is one task, and a failed send is not counted. A few apps and actions use more than one task, so check the count after the first runs. The free plan covers 100 tasks a month in two-step Zaps: one trigger, one Pidj action. Put Get Contact or a filter in front of that action and the Zap becomes multi-step, which needs a paid plan.
Connect your Pidj account in three steps
- 01
Start from the Apps page
In Zapier, open the Apps page of your account and click + Add connection. You need a Pidj account, and access to any group or contact list you do not own but want the Zap to use.
- 02
Find Pidj and add it
Search for Pidj in the dialog, select it and click Add connection. A new tab opens on the Pidj sign-in screen, where you log in with the account your team uses.
- 03
Sign in and allow access
Log in to Pidj in that tab and grant Zapier access to the account. The connection is stored once, then offered again in every Pidj step you add to any Zap.
Your first Zap: new lead in, SMS drip started
GoalEvery new lead in a sheet is found in Pidj by phone number, then subscribed to a text series.
- 01
Build: pick the starting app
Create a Zap and choose the app where new leads land, with the event that starts the Zap. Pidj cannot fill this slot, since it has no trigger.
- 02
Test with a real lead
Run the trigger test. Zapier brings back the three most recent items of the connected account; pick one whose phone number already belongs to a contact in Pidj.
- 03
Look the contact up
Add Pidj with Get Contact and map the lead's phone number into Phone Number. This search turns the Zap into a multi-step one.
- 04
Subscribe to the series
Add Subscribe to Series, pick the series in Series ID, and map into Contact ID the contact that Get Contact returned in the step above.
- 05
Test, then publish
Run each Pidj step once and read what came back. Use a number you own, since the step runs for real. Then click Publish to switch the Zap on.
The 4 Pidj actions
Pidj gives you 4 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Create a Contact
ActionIn Zapier“This will create a contact in your account.”
Adds a person to your Pidj account. Three fields are required: First Name, Last Name and Phone Number, the last one in E.164 format, such as +18885552222.
Initiate a Survey
ActionIn Zapier“This will initiate a pre-configured text survey to a contact.”
Starts a text survey already set up in Pidj with one contact. The survey opens straight away with its introduction text, if any, and its first question. Required: Survey ID, To Number and Group Name.
Send a Message
ActionIn Zapier“Send a text to a number.”
Texts one number. You fill To Number, again in E.164 format, and Text Body, the message itself.
Subscribe to Series
ActionIn Zapier“This action subscribes a contact to a series (campaign).”
Enrolls a contact in a series, Pidj's word for a campaign of messages. You choose the series in Series ID and pass the person's Contact ID.
The Pidj search
1 search step looks for data that already exists in Pidj, so a later step can use it.
A search step does not change anything in Pidj: it finds a contact that already exists and hands it to the next steps. Three settings decide what happens when the result is not the one expected.
Get Contact
SearchIn Zapier“Finds active contacts based on phone number.”
Looks up an active contact from a phone number, the only field it takes. What it finds, including the contact's ID, becomes available to every step after it.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nobody stops the Zap there, and the steps that depended on it are skipped. Switch it on and the Zap carries on empty-handed.
- Create X if it doesn't exist yet?This box turns a search into find-or-create. Get Contact does not offer it, so creating a missing contact takes its own Create a Contact step.
- If multiple search results are found?Three ways out when several contacts match: keep the first one (the default), stop the Zap, or pass all of them on at once.
When a Pidj Zap breaks
Zapier links no help article to Pidj, and no limit specific to the app is on record. The traps below are the ones every Zap shares, seen through SMS.
Check these first. For anything else, the Zapier troubleshooting page goes through the general method, and the Zapier training covers the editor from scratch.
Older leads never get a text
A Zap only reacts to what happens after it is switched on. Contacts already in your sheet or CRM are not picked up; texting that backlog is a separate job.The Zap keeps firing itself
If a step writes back into the very sheet or list that your trigger watches, the Zap sets itself off again and again, and the task count drains fast.A big import gets held back
When the first app suddenly returns a huge batch, after an import or a migration, Zapier's flood protection can hold those runs back instead of texting everyone.The same row never starts the Zap twice
On a polling trigger, Zapier remembers the items it has already seen, so one row does not start the Zap a second time.
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A person reads every message.
