Zapier is a powerful automation tool that allows you to seamlessly connect RegFox with other services your event may rely on, such as Google Sheets, QuickBooks, Salesforce, and more. With Zapier, you can automate workflows, sync data, and improve efficiency without any coding. This guide will walk you through the basics of setting up a Zapier integration to streamline your event management process.

Note: Zapier is a separate software with a separate cost. The RegFox team will be available to assist with details pertaining to the RegFox software. If you need assistance with your Zapier account, please contact their respective support teams.

Sign Up for Zapier

Go to zapier.com, and click Sign Up in the upper-right corner
Enter your work email
Enter your first and last name
Click Get Started for Free
Enter your Password
Click Get Started for Free

Add your role in your organization
Add your company size
Add the apps you would like to use, or select Skip Question

Start Your Integration in RegFox

From the Pages screen, hover over the Extras tab in the top menu bar
Select Integrations
Click Add Integration

Select the Zapier option
Choose a workflow from the available options, or click Create from Scratch
If you click Create from Scratch, click Go to Zapier link
Log into your Zapier account

Create a Zap

Click + Create in the top left corner of your account
Select Zaps from the dropdown
Optional: Rename Zap
- At the top of the page, select Untitled Zap
- Add the name of your Zap
- Click Return or Enter

Add your Trigger (RegFox Settings)

Click the Trigger box, and select RegFox (the Trigger is the event that starts your Zap)
Click the Trigger Event box, and select the event
- New Deposit: this option triggers when a deposit is processed through your RegFox page (this option only applies if you are using our deposit feature)
- New Registrant: this option triggers when a new registrant has successfully submitted a registration through out published RegFox page

Under Account, connect your RegFox account if you haven't already done so
- Click Sign In
- If you are a user on multiple RegFox accounts, confirm that you are connecting the correct account.
- To change the account, click Change Account, and select the correct account from the dropdown
- Click Authorize
Once your account is connected, click Continue

In the Campaigns field, select the RegFox page(s) you want to be included in the Zap
Click Continue

Click Test Trigger
Click Continue with Selected Record

Add Your Event (Integration Settings)

Select the product to which you want to connect (in this example, we are connecting with Google Sheets)
In the Action Event, select the event you would like
In the Account field, connect your app account if you haven't already done so
- Click Sign In
- Log in to your account
Click Continue

Configure the account settings as needed. The fields that appear will vary depending on the integration you are creating

Customize the RegFox Data that you want to appear in your integration
- In the integration fields that appear within Zapier, you can choose to add static text
- You can also add RegFox data points by clicking the + icon, and selecting the appropriate RegFox field

Pro Tip: You can add multiple RegFox data points to a single field in your integration by clicking the + icon again. For example, you can add a registrant's entire address, including the address line, city, state, and zip code, into one integration field.

If you choose multiple RegFox data points, make sure to add a space. Otherwise, these data points will not have a space between them, making your data points more difficult to read.

Click Skip Test, or Test Step
Click Publish

Congrats! You have set up your Zap! This Zap can be found under the Zaps tab on the left-hand side.

FAQs

Why do I see Buster Bluth in my Zapier test information?

Buster Bluth is a standard test registrant that is used for testing your Zapier connection. If you see this information, continue the test as expected.

Will Zapier send over any previous registrants when I set up my Zapier integration?

Currently, Zapier only sends over any new registrations that occur after the Zapier integration is set live. Any registration that took place before the integration was set up will not be sent through Zapier.

Can I use Zapier to send over declined registrations to another platform?

At this time, Zapier will only fire when a registration is Completed. There is no way to trigger a declined registration into Zapier.

Can I use Zapier to send information from another platform into RegFox?

Zapier can only be used to pull information from RegFox into another platform. Zapier cannot be used to send information from another platform into RegFox.

If I edit my registration after Zapier sends it to another platform, will Zapier update the registration in the new platform with the updated information?

Zapier will only send information to the new platform when the registration is originally processed. If a registration is later edited in RegFox (for example, a user submits a full or partial refund), Zapier will not send this updated information to the new platform.

Zapier Integration