Automate IsOn24 with Zapier

Zapier lets you connect IsOn24 with hundreds of other apps so you can automate repetitive tasks across your online events, webinars, and marketing tools without writing code. This guide explains what you can do, how to set up your account, and how to build reliable workflows step by step.

What you need to use Zapier with IsOn24

Before you start building workflows, make sure you have the right access and accounts in place.

• An active IsOn24 account with the correct permissions to access your event or webinar data.
• A Zapier account on any plan that supports the number of tasks and Zaps you need.
• Login credentials and API or integration access for any other tools you want to connect.

Once these items are ready, you can connect everything from your Zapier dashboard.

How Zapier connects IsOn24 to other apps

When you integrate IsOn24 with Zapier, you use triggers, actions, and searches to move data automatically between apps.

Available Zapier triggers for IsOn24

Triggers start a workflow whenever something happens in IsOn24. Typical triggers can include:

• A new registration for an online event or webinar.
• An attendee joining a session or watching a replay.
• Engagement updates, such as polls, Q&A, or resource downloads.

Each trigger sends structured data into Zapier that you can use in later steps.

Available Zapier actions for IsOn24

Actions let Zapier create or update data in IsOn24 after something happens in another app. Common actions may include:

• Creating or updating a registrant record.
• Adding someone to a specific event or session.
• Updating attendee status or custom fields for follow-up.

By combining triggers and actions, you can build fully automated workflows around your events and contacts.

Step-by-step: Build your first IsOn24 Zapier workflow

Follow these steps to create a basic automation that moves new event registrants from IsOn24 into another app, like a CRM or email platform.

1. Create a new Zap in Zapier

1. Sign in to your Zapier account.
2. In the dashboard, select Create, then choose New Zap.
3. Give your workflow a descriptive name so you can recognize it later.

2. Choose IsOn24 as the Zapier trigger app

1. In the trigger search box, type IsOn24 and select it.
2. Pick the trigger event that matches your goal, such as a new registration or attendee activity.
3. Click Continue to move to account connection.

3. Connect your IsOn24 account to Zapier

1. Click Sign in or Connect to IsOn24 inside Zapier.
2. In the pop-up window, log in with your IsOn24 credentials.
3. Grant the requested permissions so Zapier can read or write data according to the trigger and action you selected.
4. Once connected, select the correct account if you have more than one.

After connection, you can test the trigger to pull in sample data from your IsOn24 events.

4. Configure your IsOn24 trigger settings

1. Select the specific event, webinar, or project you want Zapier to monitor.
2. Choose any filters or options that limit which records trigger the workflow.
3. Click Test so Zapier can fetch a recent record and confirm the integration is working.

If the test succeeds, you will see example data you can map into later steps.

5. Add an action step to your Zapier workflow

1. Click + Add step under the trigger.
2. Choose the app where you want to send IsOn24 data, such as your CRM, email service, or spreadsheet tool.
3. Select an action event, for example creating a contact, adding a subscriber, or adding a row.
4. Connect the target app account if you have not done so already.

Once connected, Zapier lets you map IsOn24 fields into your target app.

6. Map IsOn24 data fields in Zapier

1. In the action step, click into each field where you want to use data from IsOn24.
2. From the dropdown, select the IsOn24 data points (such as name, email, event ID, or custom fields) that match each destination field.
3. Use a mix of static text and dynamic data to build clear descriptions or tags.
4. Click Continue and then Test to send sample data through the action.

Check the target app to make sure the data from IsOn24 appears as expected.

7. Turn your Zapier automation on

1. If the test looks correct, return to the Zap editor.
2. Toggle the switch at the top of the editor to turn the Zap on.
3. Monitor the first few live runs from the Zap history page to confirm everything is running correctly.

Once the Zap is active, new IsOn24 activity that matches your trigger will automatically send data to your chosen app.

Popular ways to use IsOn24 with Zapier

Here are some common automation ideas you can build:

• Send new IsOn24 registrants to your CRM as leads with event source details.
• Add attendees to your email marketing platform for follow-up campaigns.
• Log attendance in a spreadsheet to track performance across a series of events.
• Notify your sales or success team in chat tools when key contacts attend a session.

Each of these is built with the same trigger and action approach in Zapier.

Best practices for stable IsOn24 Zapier workflows

To keep your automations reliable and easy to maintain, follow these tips:

• Use clear Zap names that include the event or data flow, such as “IsOn24 > CRM – New registrant to contact”.
• Add filters in Zapier so only qualified records run through the workflow.
• Store core fields consistently across Zaps to keep reporting and segmentation clean.
• Review Zap run history regularly, especially after changes in IsOn24 event structures.

Good structure reduces errors and makes it easier to troubleshoot when something changes in your events or connected apps.

Troubleshooting IsOn24 Zapier issues

If your automation does not behave as expected, check these areas first:

• Confirm that your IsOn24 account still has valid access and that the integration connection in Zapier has not expired.
• Verify the selected event or project in the trigger still exists and is active.
• Run a new test from the trigger step to pull in recent data for mapping.
• Check Zap run history to see any specific error messages or failed tasks.

If you need more details about supported triggers, actions, and any current limitations, review the official integration information on the IsOn24 section of the Zapier help center.

Next steps and more automation resources

Once your first IsOn24 workflow is running smoothly, you can expand to additional processes, such as advanced lead routing, multi-step onboarding sequences, or analytics pipelines. For broader automation strategies, implementation guides, and optimization support, you can explore resources from Consultevo, which focuses on workflow and integration best practices.

By combining IsOn24 event data with the flexibility of Zapier, you can streamline follow-ups, improve data quality, and keep all your systems aligned without manual imports or repetitive tasks.

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