Get Started with Zapier and IsOn24

This guide explains how to connect IsOn24 to Zapier so you can automate tasks between your IsOn24 events and your favorite apps without writing code.

By the end, you will know how to create a connection, choose triggers and actions, and build simple automated workflows that save time.

What you need before connecting IsOn24 to Zapier

Before you create your first workflow, make sure you meet these basic requirements.

• An active Zapier account.
• An IsOn24 account with the right permissions to access events and participant data.
• At least one existing event or plan to create one in IsOn24.
• A clear idea of the data you want to send or receive, such as new registrations or attendance updates.

You should also confirm that your browser can access both services without network or firewall blocks.

How Zapier and IsOn24 work together

The integration between IsOn24 and Zapier is built around triggers and actions.

• Triggers: Events in IsOn24 that start an automated workflow.
• Actions: Tasks that Zapier performs in IsOn24 or another app after a trigger fires.

This structure lets you send data automatically when something happens in IsOn24, such as a new registrant or a completed event.

Connect IsOn24 to Zapier

Follow these steps to connect your IsOn24 account to the Zapier platform for the first time.

Step 1: Start a new Zap in Zapier

1. Sign in to your Zapier account.
2. Click the button to create a new workflow, commonly called a Zap.
3. In the trigger search box, type IsOn24 and select the app when it appears.

If you do not see the app immediately, verify that you spelled the name correctly and that the integration is available in your region.

Step 2: Choose an IsOn24 trigger in Zapier

Next, you choose the IsOn24 event that will start your workflow.

• Select a trigger type supported by the integration, such as a new registration or updated attendee data.
• Click to continue and move to the account connection step.

Each trigger includes its own set of fields so you can filter and refine what data flows into your workflow.

Step 3: Connect your IsOn24 account

1. When prompted, click Sign in or Connect to add your IsOn24 account to Zapier.
2. A new window appears asking for your IsOn24 authentication details, such as an API key or login.
3. Enter the requested information exactly as provided in your IsOn24 settings.
4. Approve the permissions so Zapier can read and, where allowed, write data in your IsOn24 workspace.

After a successful connection, your IsOn24 account will be available in a dropdown list the next time you create a workflow.

Configure IsOn24 triggers in Zapier

Once your account is linked, you can fine-tune how and when your workflow runs.

Select trigger options

The available options depend on the trigger you picked. Typical settings may include:

• Selecting a specific IsOn24 event.
• Choosing a time range or status filter.
• Limiting the trigger to specific attendee types or registration sources.

Adjusting these options helps you avoid unnecessary workflow runs and ensures only relevant data is processed.

Test your IsOn24 trigger in Zapier

1. Click the Test option in the trigger step.
2. Zapier tries to pull a recent sample record from your IsOn24 account.
3. Review the sample data to confirm that it contains the fields you expect, such as email, name, or event title.

If no data appears, make sure that you have at least one recent record in the selected IsOn24 event and that your filters are not too restrictive.

Set up IsOn24 actions with Zapier

After your trigger is working, add one or more actions so Zapier can perform tasks in response to new data.

Add an action step in Zapier

1. In your workflow editor, click to add an action step.
2. Search for IsOn24 if you want Zapier to send data back into the same platform.
3. Alternatively, pick a different app to pass IsOn24 data into another system, such as a CRM, help desk, or email tool.

This flexibility lets you move information between multiple tools without manual exports or imports.

Choose an IsOn24 action event

When you select IsOn24 as the action app in Zapier, you can then pick a supported action event. Examples may include:

• Creating or updating a contact or registrant record.
• Updating attendee status or related event details.
• Sending information to a specific IsOn24 list or segment, when supported.

The exact options depend on current support in the integration and may grow over time.

Map fields between Zapier and IsOn24

1. In the action step, open each field and choose data from the trigger or a previous step.
2. Map important details such as email address, name, event ID, and custom attributes.
3. Use internal IDs provided by IsOn24 where required instead of display names, following the field tips shown in the editor.

Careful field mapping ensures that your data lands in the correct IsOn24 fields and reduces errors.

Test your IsOn24 action in Zapier

1. Click the Test button in the action step.
2. Zapier sends a test record based on your mapped fields.
3. Check your IsOn24 account to confirm that the record was created or updated as expected.

If the test fails, review any error message, confirm that required fields are mapped, and check your IsOn24 permissions.

Use webhooks and advanced options in Zapier

Some setups require more advanced routing or custom data handling than standard fields allow.

• You can send IsOn24 data through formatter steps in Zapier to clean text, split names, or adjust dates.
• Use filters to run actions only when certain conditions are met, such as a specific event or attendance status.
• With webhooks in IsOn24, you may be able to send real-time updates into custom endpoints or additional workflows.

These features help you build more complex and reliable automations that match your event processes.

Troubleshooting IsOn24 and Zapier connections

If your workflows do not behave as expected, check these common areas.

• Authentication issues: Reconnect your IsOn24 account in the Zapier account connections page if tokens expire or credentials change.
• Missing data: Confirm that sample records exist in the chosen IsOn24 event and that your filters are not excluding them.
• Permissions: Make sure your IsOn24 user has access to all required events and fields.
• Field formats: Match field types correctly, such as using valid date formats or numeric IDs.

You can also consult detailed platform documentation on both sides to confirm supported triggers and actions.

Where to learn more about IsOn24 and Zapier

For the most accurate and up-to-date instructions on the IsOn24 integration, review the official documentation on the Zapier help center.

Read the original IsOn24 getting started guide on Zapier.

If you want broader automation strategy support, including help planning workflows and connecting event data to your marketing stack, you can also visit Consultevo for additional resources and consulting services.

Once your first workflow is live, monitor the Zap history in your dashboard to confirm successful runs, then expand your setup with additional triggers and actions to automate more of your IsOn24 event lifecycle.

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