# Zapier

> Connect Fondaro to Zapier: start a Zap when something happens in your CRM, and create, find and update leads, deals, tasks and notes.

[Zapier](https://zapier.com) connects Fondaro to thousands of other apps. The Fondaro app starts a Zap when something happens in your CRM, and can create, find and update leads, deals, tasks and notes as a step in any Zap.

## Connect Fondaro

Only organization admins can connect Fondaro, because a Zap acts for the whole agency.

1. In Fondaro, open **Settings › Integrations › Zapier** and select **Set up in Zapier**.
2. In Zapier, create a Zap and search for **Fondaro** when you choose the trigger or action app.
3. Select **Sign in**. Fondaro asks you to approve the connection for your agency: Zapier can read and update leads, deals, tasks, notes and tags, look up team members and viewings, and listen for changes.
4. Pick a trigger, map the fields, then turn the Zap on.

Once connected, **Settings › Integrations › Zapier** shows the connection and how many Zaps are listening. Select **Disconnect** to end it; every Zap using it stops until you reconnect.

## Triggers

A trigger starts the Zap the moment something happens. Each gives you the record itself (the lead, the deal) so you don't need a lookup step.

| Trigger | Starts when | Options |
|---|---|---|
| **New Lead** | A lead lands in your CRM | **Only leads from your lead plans** |
| **Lead Status Changed** | A lead's status changes; you get the old and new status | **To status** |
| **Lead Assigned** | A lead is assigned; you get the lead and the team members added, with their name and email | **Only when assigned to** |
| **Lead Tagged** | A tag is added to a lead | **Only for tags** |
| **Lead Untagged** | A tag is removed from a lead | **Only for tags** |
| **New Deal** | A deal is created | **Stage** |
| **Deal Stage Changed** | A deal moves to another stage | **To stage** |
| **Deal Won** | A deal is closed as won; you get its value | |
| **Deal Lost** | A deal is closed as lost; you get the reason | |
| **New Task** | A task is created on a lead | |
| **Task Completed** | A task is completed | |
| **New Note** | A note is added to a lead | |
| **Call Logged** | A call is recorded on a lead; you get the outcome and who made it | **Outcome**, **Missed calls only** |
| **Call Analyzed** | A call's analysis is ready, with its written summary | |

Each result also carries the event name, a delivery id and when it happened, so a Zap can tell a repeat from something new. Webhooks arrive at least once; use the delivery id if a step must never run twice.

### Only leads from your lead plans

Turn this on in **New Lead** to skip leads you added yourself (imports, forms, manual entry) and start only for leads Fondaro brought you through a [lead plan](https://www.fondaro.com/docs/dashboard/lead-plans.md). Those leads also carry the plan's name as `leadPlanName`.

## Actions

| Action | Does |
|---|---|
| **Create Lead** | Adds a lead. First name plus an email or a phone is required; language defaults to `en-GB`. Unknown tag names are created. |
| **Update Lead Contact** | Changes a lead's contact details and company |
| **Update Lead Status** | Changes a lead's status |
| **Add Lead Assignees** | Adds team members to a lead and keeps the people already assigned |
| **Add Tags to Lead** | Adds tags by name or id |
| **Create Deal** | Opens a deal, using your billing currency |
| **Change Deal Stage** | Moves a deal to another stage |
| **Close Deal as Won** | Marks a deal won |
| **Close Deal as Lost** | Marks a deal lost, with an optional reason |
| **Create Task** | Adds a task to a lead |
| **Create Note** | Adds a note to a lead |

## Searches

A search finds a record so a later step can use it. If nothing matches, the Zap carries on with an empty result, or stops, as you choose.

| Search | Finds |
|---|---|
| **Find Lead** | One lead by email, phone or external id |
| **Find Lead by ID** | One lead by its id |
| **Search Leads** | Leads by text |
| **Find Leads** | Leads filtered by assignee, tags or status |
| **Find Lead Activities** | A lead's history: calls, emails, notes, tasks and more |
| **Find Lead Calls** | A lead's calls |
| **Find Leads by Meaning** | Leads that match a description in plain words, such as "wants a sea view under €800k" |
| **Find Leads for a Listing** | Leads whose history fits one listing |
| **Find Lead Tags** | A lead's tags |
| **Find Deal** | One deal |
| **Find Deals on Lead** | A lead's deals |
| **Find Team Member** | A team member by id or email |
| **Find Viewing** | One viewing |
| **Find Viewings** | Viewings on your own listings, by listing, lead, agent, status or time |

Searches that return a list give you every item as its own line, so a later step can run once for each.

### Find or Create Lead

**Find or Create Lead** looks up a lead by email, phone or external id and creates it if there is none. Use it to stop a Facebook or TikTok form from adding the same person twice.

## Pickers

Fields such as tags, team members and lead sources are dropdowns filled from your own CRM, so you choose names, not ids.

## Limits

Each connection allows 120 requests a minute. If a Zap goes over, Zapier waits and retries.

## Troubleshooting

| Problem | Fix |
|---|---|
| Zapier says the connection expired | Reconnect Fondaro in Zapier. A connection ends when the person who made it leaves the team or stops being an admin; an admin reconnects it. |
| A Zap stopped firing | Fondaro pauses a Zap's delivery after repeated failures, or when Zapier tells it the Zap is gone. Turn the Zap off and on again. |
| "Too many subscriptions" | An agency can have 100 Zaps and workflows listening at once. Turn off the ones you don't use. |
| A step says you can't do that | Only admins can connect; check who made the connection under **Settings › Integrations › Zapier**. |

Prefer plain HTTP or n8n? See [n8n](https://www.fondaro.com/docs/dashboard/n8n.md) and the [Integrations API](https://www.fondaro.com/docs/api/integrations.md). Questions: [support@fondaro.com](mailto:support@fondaro.com).

Source: https://www.fondaro.com/docs/dashboard/zapier