AdviserAlly + Zapier
Hook AdviserAlly into 6,000+ other apps without writing code. Triggers fire on new clients, new chats, won deals, payments and more.
Overview
AdviserAlly publishes a Zapier app with triggers for new clients, new conversations, Sales Cycle stage changes, payments, ABCRank score changes and form submissions — and actions for creating clients, sending messages and updating Sales Cycle stages. Anything Zapier connects to is one zap away.
Zapier: Connect 6,000+ apps without code (visit Zapier).
Available on Team and Partner plans. Limited triggers on Solo.
What you can do
CRM event triggers
Fire a zap whenever a client is created, a chatbot conversation starts or a deal stage changes.
Outbound actions
Push a row into Google Sheets, post to Slack, create a Trello card or anything else Zapier supports.
Inbound actions
Have Zapier create AdviserAlly clients from any source — Typeform, Calendly, Facebook lead ads, IndieHackers Pro.
Multi-step zaps
Combine triggers and actions across AdviserAlly and any other app in your stack.
How to set it up
- Sign in to Zapier and search for "AdviserAlly".
- Connect using your AdviserAlly API key (Settings → API).
- Pick a trigger, then chain any Zapier actions.
- Test with a real record before turning the zap on.
Last reviewed: 2026-05-10.
Perfect for
- Post new high-value leads to a Slack channel for the sales team
- Sync new AdviserAlly clients to a Google Sheet for finance
- Create a Trello card when a deal reaches "Proposal sent" stage
- Convert Calendly bookings into AdviserAlly clients automatically
Frequently asked questions
Is the Zapier app free?
Yes — the AdviserAlly Zapier app is free to install. You pay Zapier separately for their plan, and your AdviserAlly plan must allow API access (Team and Partner).
How are zaps authenticated?
Each Zapier connection uses a personal API key generated from your AdviserAlly account. Keys are scoped to your account only — they cannot reach other tenants.
What if my workflow needs more than Zapier offers?
Use the AdviserAlly visual workflow canvas instead — it supports branching, delays and conditional logic natively without an external service.
Try AdviserAlly with Zapier
14-day free trial. Card required, no charge for 14 days. Solo plans live the same day.
Other integrations: Xero · Stripe · Mailchimp · Google Calendar · Microsoft 365 · Slack · HubSpot