AdvanceCM Now Integrates with Zapier

Automation helps streamline property management tasks, reducing manual effort and improving efficiency. AdvanceCM’s integration with Zapier allows users to connect their property management workflows with thousands of apps, enabling smooth data transfer and automation.

This guide will walk you through how to set up the integration and create Zaps using AdvanceCM’s Autopilot feature.

What is the AdvanceCM + Zapier Integration?

Zapier is a no-code automation platform that connects different apps and automates workflows. The AdvanceCM integration with Zapier enables users to trigger actions in other applications whenever specific events occur within AdvanceCM.

With this integration, users can automate tasks such as:

• Sending booking data to spreadsheets or CRM systems
• Logging expenses and invoices in accounting tools
• Notifying team members when a new task or message is created

AdvanceCM uses its Autopilot feature to send data to Zapier when certain conditions are met, allowing for greater flexibility in automation.

How to Connect AdvanceCM with Zapier

To integrate AdvanceCM with Zapier, follow these steps:

1. Sign up for Zapier (if you don’t already have an account) and log in.
2. Generate an API key from your AdvanceCM account and connect it to Zapier.
3. Create a new Zap in Zapier and select AdvanceCM as the trigger app.
4. Choose a trigger event – This is the action in AdvanceCM that will start the automation (e.g., a new booking is created).
5. Select an action app – This is the external application where you want the data to be sent (e.g., Google Sheets, Slack, an email service, etc.).
6. Test and activate the Zap – Run a test to ensure the setup works correctly, then enable the automation.

For a detailed walkthrough, visit the AdvanceCM Zapier integration guide.

How to Create a Zap Using AdvanceCM Autopilot

AdvanceCM’s Autopilot feature provides additional automation options by allowing users to trigger Zaps based on specific conditions.

The “Send it to Zapier” option is currently available for these modules:

• Bookings
• Expenses
• Invoices
• Messages
• Tasks

To set up a Zap using the Autopilot feature:

1. Go to Autopilot in AdvanceCM and select the event trigger.
2. Enable the “Send it to Zapier” option for the relevant module.
3. Create a new Zap in Zapier, choosing AdvanceCM as the trigger app.
4. Define the action – Select the external app where data should be sent (e.g., updating a spreadsheet or sending a notification).
5. Test & Activate – Verify the setup by running a test, then turn on the automation.

For more details, refer to this help article.

Conclusion

The AdvanceCM + Zapier integration simplifies property management by reducing manual work and automating key processes. Whether you’re tracking bookings, managing expenses, or organizing tasks, this integration helps you save time and improve workflow efficiency.

Follow the linked help articles to set up your automations and start streamlining your operations today.