Setting up integration with Zapier

Zapier connects Distance to thousands of external apps, enabling automated workflows when contacts or tickets are created, updated, or archived.

This integration allows your team to automatically send data from Distance to apps like Slack, Google Sheets, or your CRM. By automating these workflows, your team reduces manual work, ensures accurate and up-to-date records, and maintains consistency across platforms, improving efficiency and responsiveness.


Prerequisites

  • A Distance account.

  • A Zapier account.

  • Basic familiarity with Zapier workflows (“Zaps”).

Limitations

  • Data flows one-way from Distance to other apps; updates in external apps do not sync back to Distance.

  • Some custom fields may not be available in all triggers depending on your Distance configuration.

Notes

  • Test Zaps before activating them in production.

  • Each Zap runs independently; you can create multiple Zaps for different workflows.

  • Contact the Distance team through in-app support for integration troubleshooting or questions.


How to set up the integration

1

Access the Zapier invitation.

  1. In Distance, navigate to Settings → Integrations.

  2. Locate Zapier under Essential integrations and click View now.

  1. You will be redirected to a Zapier invitation page. Accept the invitation to access the integration.

2

Accept the invite and open the Zap editor.

  1. Click Accept Invite & Build a Zap.

  2. The Zapier editor opens, allowing you to create your automated workflow.

3

Choose a trigger event.

  1. In the trigger step, select Distance 1.0.0 as your app.

  2. Choose which event should trigger your Zap from the available options:

    • New Contact

    • New Ticket

    • Update Contact

    • Update Ticket

    • Archived Contact

    • Archived Ticket

  3. Connect your Distance account if prompted and click Continue.

4

Test the trigger.

  1. Click Test trigger to pull a recent record from Distance.

  2. Review the payload data, which includes:

    • Contact information (ID, Name, Address)

    • Ticket details (Title, Description)

    • Metadata (timestamps, IDs)

    • Custom fields you have configured

  3. Understanding the payload ensures correct mapping to subsequent actions.

5

Build your workflow.

  1. Add filters to control when the workflow runs (e.g., only for urgent tickets).

  2. Connect other apps as action steps (Slack, Google Sheets, CRM, etc.).

  3. Map Distance fields to the fields required by your other apps.

  4. Click Test run to verify functionality, then Publish to activate your Zap.


Example workflows

  • Track new leads in your CRM

    • Trigger: New Contact

    • Action: Create a lead in Salesforce or HubSpot with contact details

  • Notify your team about urgent tickets

    • Trigger: New Ticket

    • Filter: Only if ticket title contains “urgent”

    • Action: Send message to Slack channel

  • Log interactions in a spreadsheet

    • Trigger: New Ticket

    • Action: Add a row to Google Sheets with contact name, ticket title, and timestamp

  • Update customer records automatically

    • Trigger: Update Contact

    • Action: Update contact in your email marketing platform


Managing your Zaps

  • Create multiple Zaps using different triggers.

  • Edit, pause, or delete Zaps from your Zapier dashboard.

  • Monitor run history to troubleshoot errors or verify workflow execution.

By connecting Distance to Zapier, your team can automate repetitive tasks, reduce manual data entry, and ensure timely communication across platforms. Workflows are executed consistently, letting your team focus on high-value customer interactions instead of manual updates.

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