Zapier is a powerful tool that automatically pushes your Cobot data to other applications.
By creating a "Zap" between Cobot and apps like Salesforce, you ensure new member information from Cobot is sent instantly—saving time and effort.
Getting Started
In your Cobot account, go to Setup » Zapier.
Click Log In if you already have a Zapier account, or Sign Up to create one.
A new window opens in Cobot where you can log in or register.
When prompted, click Approve to authorize Zapier to access your Cobot data.
Give your Cobot account a name within Zapier.
This helps you keep track if you connect multiple Cobot email addresses. It doesn’t affect your Cobot settings, so choose any name that works for you.
Once connected, you're ready to create Zaps—automated workflows that send Cobot data to other apps. You can set them up directly in Zapier or via your Cobot account.
You can also find the integration in Cobot under Add-ons » Available Add-ons » Zapier.
Data You Can Send from Cobot
Trigger Zapier to send data when any of the following events happen in Cobot:
A membership is confirmed
A membership is canceled
A membership cancellation is reversed
A new booking is made
A membership plan is changed
For the full list of triggers, visit the Cobot/Zapier integration page.
Applications You Can Integrate With
Zapier supports connections with hundreds of tools. Here are some popular categories and examples:
CRM: Salesforce, Capsule, HubSpot, Highrise
Digital Document Signing: HelloSign, Knack
Email Marketing: Mailchimp, Gmail
Messaging: Slack, HipChat, SMS
Project Management: Trello, Podio, Smartsheet
Surveys: SurveyMonkey, SurveyGizmo
Accounting: QuickBooks, FreshBooks, Xero, Zoho Books
For the complete and up-to-date list, browse Cobot integrations on Zapier.
Use the available Zapier fields list to explore what actions are possible for your space.
Sharing Zaps
Zaps can be shared with others and customized to fit different needs. For example, here’s a Zap shared by Mark Eaton from Corner Coworking:
Each time a new invoice is created, the Zap sends invoice data from Cobot to QuickBooks—eliminating manual entry.
Contribute to the Community
Have a useful Zap you’d like to share? Let us know, and we’ll add it to our community guide.
For more ideas and optimization tips, check out Zapier’s Tips & Tricks page.