Documentation
Zapier integration
The Orbit Zapier app gives you the ability to connect your Orbit workspace to numerous third-party services.
In this guide, we will walk through setting up the app for the first time in Zapier and connecting your Orbit workspace to Eventbrite. The same workflow principles will apply for Zapier integrations with Meetup, Shopify, Google Sheets, and any other service you can think of.
Prerequisites
Zapier is best used with workspace
You should also have the Orbit API Documentation handy.
Setup Orbit on Zapier
The first time you use the Orbit integration, you will need to grant Zapier access to your workspace. You’ll be asked to enter the Workspace Name and your API Token.
Once you have connected Orbit to Zapier you are ready to start creating new Zaps.
Setting up a Zap using Zapier Templates
Before you set about creating a brand new Zap from scratch, check to see if we have already created a template for you to use. We've created templates for Eventbrite, Drip, ConvertKit, Zoom, Luma, and many more. These templates will walk you through how to set up your new Zap.
We’ll walk through a template example below.
Example Zap: Add new Eventbrite attendees to Orbit
Let’s say you want to add all new Eventbrite attendees into Orbit as members. To do so, start with this template:
1) Start by adding and authenticating your Eventbrite account. Then, select your Organization. Next, set Event Status to All.
2) If you want to manage all of your event registrations in Orbit, leave the Event selection blank. Otherwise, select an event to manage a specific event. Click Next.
3) Connect your Orbit account.
4) Select the fields you want to edit in Orbit. The fields you have to choose from include:
Field | Definition | Example |
Activity Title | Title that represents this specific activity | Community Speaker Panel #2 |
Activity Description | A few sentences to describe the activity in more depth | Ticket type: General Admission
(blank by default) |
Activity Type | The type of activity | Registered for event
(set to Activity Title by default) |
Activity Type Key | The key that represents the activity type | event:registered
(set to Activity Title with underscores by default) |
Activity Link Text | If your activity has a url linked to it, this is the text to represent the URL | registration link
(set to full URL by default) |
Activity Weight | The weight of the activity | 1.5
(set to 1.0 by default) |
Activity Properties | Any properties you want to add to further define the activity type (useful for grouping activities in reports) | event_type, location, event_host |
Occurred at | The time the activity occurred | (set to Zap time by default) |
To start, select Activity Title, Activity Description, and Activity Type. You can come back later if you want to customize any of the other Orbit fields.
5) Map fields from Eventbrite to Orbit.
Make sure all of the fields in the next section are filled out. You can use the below screenshot as an example
6) Click Next, then click Send Test.
To check if the Zap test worked, go to Activities Tab in Orbit and check if the activity appears in the timeline. This is what my entry looked like:
If that looks correct, click Next → Turn on Zap and you’re done!
Setting up a Custom Zap
If you are a Zapier expert, you can also set up your own custom Zap. You can set up zaps to do more than just add activities to Orbit. You can also
- Create a Member (without the associated activity)
- Add a Note on a Member’s profile
- Add a Member identity
- Update a member
We won’t walk through how to set up a custom zap here (hopefully you’re already familiar enough with Zapier to do it!), but if you do need help, just hit us up via our Discord server and we’re happy to work through it with you!
Common issues
“is required and must be valid”
This error usually means the Zapier zap didn't send Orbit an email address, Twitter username, or GitHub username.
Alternatively, if you're trying to resolve a Twitter or GitHub username, Orbit will first determine if that user exists on the platform in question. If it does not, Orbit will not create a Member and Activity and will throw this error.
404
This is usually related to authentication. Navigate to https://zapier.com/app/connections and try reconnecting the Orbit app. Ensure you've correctly entered your Workspace Name (just the part of the URL after .love/) and your API token.
Looking for some inspiration?
Check out some more of our pre-made Zapier templates for a quick way to get your app of choice connected to Orbit.