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How It Works

Our Zapier app is all about enriching Variance with data from external systems to ensure your team has easy access to up-to-date data. There are multiple ways to interface with Variance through Zapier:

Triggers

  • New Account (Instant): Triggers a Zap when a new account is added to Variance. This is most useful for adding enrichment to your accounts in Variance from either your CRM or an enrichment service like Clearbit. Also makes it easy to send new accounts to downstream tools like CRM if needed.
  • New Contact (Instant): Triggers a Zap when a new account is added to Variance. Same use case as New Account.
  • New Stream Event (Instant): Triggers a Zap when a new event matches to a stream of your choosing. Useful if you want to update other systems when specific events occur.
  • Account Property Update (Instant): Triggers a Zap when an account property, which you declare, is updated. Useful if you want to push Owner updates to a downstream system for example.
  • Contact Property Update (Instant): Triggers a Zap when a contact property, which you declare, is updated. Useful if you want to push Owner updates to a downstream system for example.
  • New Tagged Account: Triggers a Zap when an account is added to the chosen static account tag.
  • New Tagged Contact: Triggers a Zap when a contact is added to the chosen static contact tag.

Actions

  • Track Contact Event: Allows you to create an event in Variance. This could come from any connected Zapier trigger. This is most useful for pushing events from systems that might not be available as sources in your CDP like Docusign or email opens.
  • Track Account Event: Allows you to create an event in Variance that is associated with only an account and not a contact. This is most useful for tracking account-level events like opportunity stage movement or a daily volume update.
  • Create Account: Allows you to create an account in Variance. This is particularly useful if you're pushing new events in and need to associate them with an account.
  • Create Contact: Allows you to create a contact in Variance. Same use case as create account.
  • Update Account: Allows you to update the properties of an account.
  • Update Contact: Allows you to update the properties of a contact.

Searches

  • Find Account: Allows you to search for an Account in Variance by ID or domain name. Also allows you to create the account if it's not found.
  • Find Contact: Allows you to search for a Contact in Variance by ID or email. Also allows you to create the contact if it's not found.

Connecting Zapier

You will find Zapier settings under Integrations > Zapier. To get started simply click Connect Zapier.

Zapier makes it easy to connect Variance to hundreds of other systems

Once you click Connect Zapier you will see two fields: Subdomain and Secret. You'll need these to make the connection work.

You'll need these two bits to connect Variance

Once you have those details you'll need to add Variance to Zapier. From there you should see Variance listed under Add new connection. You can simply click Connect.

One big Connect button

That will bring up a pop-up with two fields to fill in. These are the same two fields we saw in our Integrations settings. Just copy the Subdomain and Secret and click Yes, Continue.

Two bits of data and a big orange button

That's it. Now you're ready to go build Zaps with Variance.

Enriching Account Info with Clearbit

Here's a video explanation if that's more your speed:

Zapier Templates

We have a growing library of templates for Zapier. You can kick them off right from here:

Last Updated: 
July 27, 2022