Enflow Zapier Integration: How to Connect Enflow OS to Zapier
Enflow OS Team · Published
Quick answer: The Enflow Zapier integration connects Enflow OS to thousands of apps without code. Create an API key in Enflow under Integrations → API & Webhooks, add the Enflow OS app in Zapier, paste the key to connect, then build Zaps that start instantly when a lead, deal, invoice, booking or RSVP changes, or that create and update Enflow leads, deals and tasks.
Key takeaways
- You connect with an Enflow API key; Full access lets Zaps both read and change records.
- All Enflow triggers are instant: Enflow sends each event to Zapier the moment it happens.
- Actions create or update leads, tags, notes, tasks and deals, and can email a lead.
- Find or Create Lead stops Zaps from making duplicate leads.
- API access, webhooks and the Zapier app are included on every Enflow plan, from Core up.
The Enflow Zapier integration lets Enflow OS work with the other apps you use, such as Google Sheets, Slack, Gmail, QuickBooks or your form builder, without writing code. A Zap can start when something happens in Enflow, like a new lead or a won deal, or it can add and update records in Enflow when something happens elsewhere.
This guide shows how to connect Enflow to Zapier in about five minutes, lists every trigger, action and search in the Enflow OS app, and covers the fixes for the most common connection problems.
Note: while the Enflow OS app is in Zapier's review, it's available by invitation. Email [email protected] from your Enflow login address and we'll send you the invite link.
What can the Enflow Zapier integration do?
A Zap has a trigger (the event that starts it) and one or more actions (what happens next). Enflow can be on either side, and in the middle as a search step.
- Send Enflow events out: a new lead, a form submission, a deal moving stage, a won deal, a paid invoice, a new booking or a new RSVP can start a Zap in another app.
- Bring data in: a Facebook lead form, a Typeform response or a new row in a spreadsheet can create or update a lead, add a tag or note, create a task or open a deal in Enflow.
- Look things up: find a lead by email or phone, or a lead's deals, so a later step updates the right record.
All Enflow Zapier triggers are instant triggers. Instead of Zapier checking Enflow every few minutes, Enflow uses webhooks: when you turn a Zap on, Zapier subscribes to that event, and Enflow sends each event the moment it happens. When you turn the Zap off, the subscription is removed. You can see these subscriptions in Enflow under Integrations → API & Webhooks, marked 'via API'.
Step 1: Create an API key in Enflow
Zapier connects to Enflow with an API key, a private password-like code that lets an outside app act on your workspace. To create one, open Integrations in the Enflow sidebar and go to the API & Webhooks tab. Create a new API key, name it 'Zapier' and choose Full access.
| Permission | Triggers and searches | Create leads and tasks | Update records, tags, email |
|---|---|---|---|
| Read only | Yes | No | No |
| Create only | No | Yes | No |
| Full access | Yes | Yes | Yes |
Copy the key when Enflow shows it; for security it's only shown once. API keys are included on every plan. If you manage several Enflow workspaces, create the key inside the workspace you want Zapier to use, because each key belongs to one workspace.
Step 2: Add the Enflow OS app in Zapier
In Zapier, click Create → Zap. For the trigger (or for an action step), search for Enflow OS and select it. If you joined through an invite link, the app appears in the list once you've accepted the invite while signed in to Zapier.
Step 3: Connect your Enflow account
When Zapier asks you to choose an account, click Sign in. A window opens asking for your API key: paste the key from step 1 and click Yes, Continue. Zapier checks the key with a read-only request and names the connection after your Enflow workspace, for example 'Hi Rise Events', so you can tell workspaces apart later.
Step 4: Build and test your first Zap
- Pick a trigger event, such as New Lead, and choose your connected Enflow account.
- Click Test trigger. Zapier loads your most recent matching records from Enflow so you can map real fields in later steps; if nothing has happened yet, it shows an example.
- Add an action, such as Google Sheets → Create Spreadsheet Row, and map the lead's name, email and source into it.
- Test the action, then publish the Zap. From now on, every new lead in Enflow runs it.
To check it end to end, add a test lead in Enflow (use a name like 'Zapier Test', not a real client) and open the Zap's history in Zapier: the run should appear within a minute.
Enflow Zapier triggers, actions and searches
| Type | Name | What it does |
|---|---|---|
| Trigger | New Lead | A lead is added (form, import, API or by hand) |
| Trigger | New Form Submission | Someone submits one of your Enflow forms |
| Trigger | New Deal / Deal Stage Changed / Deal Won | A deal is added, moves stage or is marked won |
| Trigger | Tag Added to Lead | A tag is added to a lead |
| Trigger | Invoice Paid / New Booking / New RSVP | An invoice is paid, a booking page is booked, a guest RSVPs |
| Trigger | New Activity (Any Event Type) | Pick from about 50 events: emails, texts, tasks, hiring, RSVPs and more |
| Action | Create or Update Lead | Adds a lead, or updates the lead with the same email |
| Action | Update Lead | Changes an existing lead's details |
| Action | Add Tag / Remove Tag | Tags a lead (tag automations run as usual) |
| Action | Add Note | Adds a note to the lead's timeline |
| Action | Send Email to Lead | Emails the lead from your connected email |
| Action | Create Task | Creates a task, optionally on a lead and for a teammate |
| Action | Create Deal / Update Deal | Opens a deal or changes its stage, value, status or date |
| Search | Find Lead / Find or Create Lead | Finds a lead by email or phone, optionally creating it |
| Search | Get Lead by ID / Find Deals for Lead | Loads a lead's details or its deals |
Changes made through Zapier behave like changes made in the app: a lead created by a Zap starts your Enflow workflows and sequences, and a deal marked won by a Zap runs the same won-deal steps.
Example Zaps to start with
- Facebook Lead Ads → Enflow OS: Create or Update Lead, so ad leads land in Enflow and get your follow-up sequence.
- Enflow OS: Deal Won → Slack: post a message in your team channel with the deal name and value.
- Enflow OS: Invoice Paid → Google Sheets: add a row to a payments log your bookkeeper can see.
- Typeform → Find or Create Lead → Add Tag: tag survey respondents without making duplicate leads.
- Enflow OS: New Booking → Google Calendar or your video tool: set up the meeting details automatically.
If an automation only involves Enflow, build it as an Enflow workflow instead: it runs inside Enflow, can send email and text messages, and doesn't use Zapier tasks. Use Zapier when the other side is an app Enflow doesn't connect to directly.
Troubleshooting the Enflow Zapier integration
- 'Invalid or revoked API key': the key was copied incompletely or deleted. Create a new key and reconnect the account in Zapier.
- 'This API key's scope does not permit this action': the key isn't Full access. Create a Full access key and reconnect.
- 'No email integration configured': Send Email to Lead needs an email account connected in Enflow first.
- A trigger doesn't fire: check the Zap is on, then look under Integrations → API & Webhooks for its 'via API' webhook. Turning the Zap off and on again re-subscribes it.
- 'Too many requests': Enflow limits how fast one connection can call the API (300 requests a minute on most endpoints). The Enflow OS app tells Zapier to wait and try again, so slow down large bulk Zaps.
Frequently asked questions
Does Enflow integrate with Zapier?
Yes. Enflow OS has its own Zapier app with instant triggers for leads, deals, form submissions, invoices, bookings and RSVPs, actions that create and update leads, deals, tags, notes and tasks, and searches for leads and deals. You connect it with an Enflow API key from Integrations → API & Webhooks.
Which Enflow plan includes the Zapier integration?
Every Enflow plan includes it. API access, webhooks and the Enflow OS Zapier app come with Core, Plus, OS and Agency at no extra cost. You also need a Zapier account; Zapier's own plan decides how many Zaps and tasks you can run each month.
Are Enflow Zapier triggers instant?
Yes. Enflow triggers are instant triggers: when you turn a Zap on, Zapier subscribes to that event in Enflow, and Enflow sends each new event to Zapier as soon as it happens. Zapier doesn't have to poll Enflow on a timer, so Zaps run right away.
What API key permission should I use for Zapier?
Use Full access. Read only keys can power triggers and searches but can't create anything, and Create only keys can add new leads and tasks but can't update existing records, add tags or send email. Full access covers every Enflow trigger, action and search in Zapier.
How do I stop Zapier from creating duplicate leads?
Use Find or Create Lead, or the Create or Update Lead action. Both match on the email address: if a lead with that email already exists, Enflow updates it instead of adding a second lead. Find Lead can also search by phone number, which must match the saved number exactly.
What happens if I delete or revoke the API key?
Every Zap using that key stops working, and Enflow removes the webhook subscriptions that key created, so no more events are sent. Zapier will ask you to reconnect the Enflow account with a new key. Create a separate key for Zapier so you can revoke it without affecting other tools.