Safari Portal can now connect to Zapier, a platform that lets you create automations with its drag-and-drop interface. Learn how to get started with this powerful application and how to best use it with Safari Portal.
📌 The Zapier integration is newly launched and actively improving. Found a bug or have a suggestion? Share your feedback or book a Zapier support call.
How does Zapier work?
When something happens in one app, Zapier can make something happen in another, without you needing to learn how to code.
You tell Zapier to watch for something to happen in one app; this is called a trigger. Once that trigger takes place, Zapier can make things happen in other apps; these are called actions. The combination of a trigger and one or more actions to create an automation is called a Zap.
For example, when a File is moved from Planning to Confirmed in your Safari Portal Dashboard (trigger), you can make it so the corresponding deal in HubSpot also moves stages (action), and then send you a message on Slack (action).
What kinds of triggers are available for Safari Portal?
View the full list of triggers.
What kind of actions are available for Safari Portal?
View the full list of actions.
How do I connect my Safari Portal account to Zapier?
The Zapier integration is available for all users on a Tier II subscription plan and above.
Connecting your Safari Portal account to Zapier takes just a few minutes and only needs to be done once. Follow the instructions in this help article; you'll need to sign up for a Zapier account before connecting.
What apps are available on Zapier?
Zapier has over 9,000 applications available to connect to; if you're wondering if a certain app is on Zapier, it most likely is! Here are some apps popular with our users that are already on Zapier:
- CRMs & lead management: Airtable, HubSpot, Monday.com, ActiveCampaign, Salesforce, Zoho CRM, Pipedrive, Keap / Infusionsoft
- Forms & lead capture: Typeform, Jotform, Gravity Forms, Google Forms, Wufoo
- Accounting & finance: QuickBooks, Xero, FreshBooks
- Communication & notifications: WhatsApp, Slack, Gmail, Outlook / Microsoft 365
- Task & project management: Asana, Trello, ClickUp, Notion
- Email marketing: Mailchimp, ActiveCampaign, Klaviyo, ConvertKit
Not seeing the app you want here? Zapier's app page contains a search mechanism to browse apps; you can also search while within the drag-and-drop editor.
Is a Zapier subscription included in my Safari Portal plan?
Zapier is a third-party application and has its own subscription, separate from your Safari Portal plan.
How much does Zapier cost?
Zapier charges based on tasks: every time an action runs in a Zap, that counts as one task. For example, a Zap with two actions that runs 50 times in a month uses 100 tasks.
Zapier is free to use for two-step Zaps (one trigger, one action), limited to 100 tasks per month. Paid plans, starting at $20 USD/month (paid annually), unlock having Zaps with multiple steps and higher task limits.
Refer to Zapier's cost page for the most up-to-date information with your applicable currency.
What if I want to learn more?
Check out Zapier's help center for the most up-to-date information on Zapier, including training videos, instructional guides, and responsive support.