Zapier lets you connect external tools—like your website, CRM, or form software—to your app. This allows you to automate actions such as tagging or untagging users when they complete tasks outside the app (e.g., submitting a form, signing up, or making a purchase). Tags can be used in the app to unlock content, filter notifications, apply access rules, or group users for analytics.
Requirements
You must request a Zapier API key and invitation link from our Support.
Your data source (e.g., Google Sheets or web form) must include:
The user’s email address.
The tag to assign (or remove).
How to tag or untag users using Zapier
Contact our Support to request:
A Zapier invitation link.
Your app’s Zapier API key.
Accept the invitation and connect your "app name" app to Zapier.
In Zapier, create a new Zap:
Choose a trigger app (e.g., Google Sheets, Typeform, Webflow).
Set a trigger (e.g., “New Form Submission” or “Column Updated” depending on the tool).
Click Continue.
Click Test Trigger to ensure data is being pulled correctly.
For the action step:
Choose "the app name" as the app.
Set the event as Assign Tag User or Untag User.
Click Select under Account and enter your API key.
Click Continue.
Configure the data:
Map your tag field to Tags.
Map your email field to Email.
Click Continue.
Click Test Step to verify the action works.
Click Publish.
(Optional) Click Transfer Existing Data to apply tags to prior entries.
To confirm tags were applied in your app:
Go to Users in the left-hand menu.
Click the User Management tab.
Locate the test user.
Click into their profile and review the Tags section.
Pro tips
Use unique, consistent tag names across your app to avoid confusion.
Combine tagging with features like the Community Wall or Purchase Gate for deeper personalization.
Troubleshooting tips
Zap not working? Double-check your API key and tag formatting.
User not tagged? Make sure the user’s email exists in your app.