Zapier Integration (Beta)

Switchboard's Zapier integration lets you automate your workflows by connecting Switchboard to thousands of other apps — no coding required. Whether you want to create contacts from an external form submission, schedule a recurring broadcast, or keep your lists up to date based on data in a Google Sheet, Zapier makes it possible.

Note: The Switchboard Zapier integration is currently in Beta. To get started, visit the Switchboard Platform page on Zapier.

What is Zapier?

Zapier is a no-code automation platform that connects your apps using Zaps — automated workflows made up of a trigger (an event that starts the workflow) and one or more actions (things that happen as a result). Switchboard currently supports actions and search steps, meaning Switchboard can be the destination in a Zap or used to look up data mid-workflow.

You can see all the various Zapier Apps or Integrations here. Some common examples include:

• Google (Sheets, Forms, Docs, Gmail, Gcal, etc.)

• Mailchimp

• Airtable

• Monday.com

What You Can Do

The Switchboard Zapier integration has all the functionality that is supported in the Switchboard API aside from the export endpoints.

Triggers might include:

• Time based (daily)

• Switchboard webhooks

• Actions taken on other platforms

Examples of actions include but are not limited to:

• Add and manage phones/emails

  • Create Phone — Add a single phone number to your Switchboard account, including name, address, custom fields, and labels.

  • Update Phone Labels — Add or remove labels on a specific phone number.

  • Potential use case: Automatically add new external form respondents the moment they submit.

• Upload and manage lists

  • Create Phone List — Import a phone list from a publicly accessible CSV file URL, with full control over column mapping and label assignment.

  • Update Email List Labels — Bulk-add or remove labels for an email list.

  • Potential use case: Trigger a phone list import whenever a new CSV export lands in Google Drive or Dropbox.

• Manage audiences

  • Create Saved Search — Create a saved search.

  • Refresh Saved Search — Re-evaluate an existing saved search to update its results.

  • Potential use case: Refresh a saved search nightly on a schedule so your audience is always up to date before a broadcast goes out.

• Create and send text message broadcasts

  • Potential use case: Create and schedule a broadcast automatically when a new event is published in your event management tool.

• Who Am I

  • Verify your API credentials and view the organizations and roles associated with your account. Useful for multi-org setups to discover organization IDs.

Sample Templates

• Pull results from broadcasts sent yesterday into a Google Sheet (link)

• Schedule a daily broadcast (link)

• Add an additional label to a phone/email list (link)

Connecting Switchboard to Zapier

1. Go to Zapier's Switchboard Integration page and click Connect Switchboard Platform

2. When prompted to connect your Switchboard account, enter your Account ID and Secret Key. You can generate API credentials in Organization Settings or Account Settings.

Multi-Organization Accounts

If your Switchboard account has access to multiple organizations, you can use a single API key across all of them. When creating resources via Zapier (contacts, lists, broadcasts, etc.), you'll need to specify the Organization ID in the relevant action fields to indicate which org the resource belongs to.

Use the Who Am I action to look up your organization IDs.

Async Jobs

Some Zapier actions — like Create Phone List, Create Email List, and Convert Saved Search to List — kick off background jobs that process asynchronously. The action will return a job reference immediately, but the list may not be ready right away. For time-sensitive workflows, build in a delay step or poll the job status via the Switchboard API before triggering downstream actions.

Need Help?

• Switchboard API Documentation

• Zapier Help Center