---
title: Zapier Integration
description: "Watch the below video to learn more about using Zapier to Automate your practice [Automate EOFY Client Engagements with Seamlss | Tax, Onboarding & TASA Compliance Simplified](https://www.youtube.com/embed/OhJ8Ga90HuI?feature=oembed) ## Connect Zapier to Seamlss Log into Zapier, then click on the**Create Zap**…"
url: "https://seamlss.com.au/help/zapier-integration/"
updated: "2026-09-13"
category: Integrated Apps
---

# Zapier Integration

Watch the below video to learn more about using Zapier to Automate your practice

[Automate EOFY Client Engagements with Seamlss | Tax, Onboarding & TASA Compliance Simplified](https://www.youtube.com/embed/OhJ8Ga90HuI?feature=oembed)

## Connect Zapier to Seamlss

Log into Zapier, then click on the**Create Zap** button

![](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_01.png)

Pick your booking tool, e.g., Calendly Pro Subscription.

![](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_02.png)

Select your trigger event.

![](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_03.png)

Choose your Calendly Account (or your preferred booking platform account), test the trigger works. See data pulled and check it was a recent client you would possibly onboard using **Seamlss.**

![](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_04.png)

Next, pick an **Action**and search for “Seamlss” to find the **Seamlss** Zap.

![](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_05.png)

Once in, choose the **Add Client** action event.

![](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_06.png)

Click continue and then sign into **Seamlss**. A new browser pop-up window will appear asking for an API Key and Organisation Key. Follow the links to your Integrations area on Seamlss to get your keys.

![](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_07.png)

Click the **Connect to Zapier** button to generate your keys.

![](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_08.png)

Copy each key from **Seamlss** and paste into the appropriate text field on the previous Zapier popup.

After adding the keys, press **Yes, Continue** to authenticate.

![](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_09.png)

Next, setup the fields to be pulled into **Seamlss** to onboard clients. First name, last name, email and mobile phone number are all required. Middle name is optional.

![](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_10.png)

Press **Continue** to preview the test data that will to be pushed into **Seamlss**.

Press **Test & Review** or simply **Test & Continue** to run the Zap and push the data into **Seamlss**.

![](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_11.png)

To confirm that the client has been successfully imported, go to your **Seamlss** dashboard. Imported clients will appear at the top of your Dashboard for the admin team to action.

![](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_12.png)

![](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_13.png)

Once you have confirmed the client has been pushed into **Seamlss**, you can turn on your Zap!

![](https://seamlss.com.au/wp-content/uploads/2021/11/zapier-seamlss_14.png)

ZAPIER CONNECTION ISSUES?

Check our other pages to reconnect it by deleting the apps connections via [Reconnect](https://seamlss.com.au/reconnect-zapier/)[https://seamlss.com.au/support/reconnect-zapier/](https://seamlss.com.au/support/reconnect-zapier/)[Zapier](https://seamlss.com.au/reconnect-zapier/) help page. 

![](https://seamlss.com.au/wp-content/uploads/2022/03/delete-connection.png)

## [Re-Connecting Zapier with Seamlss](#Re-Connecting Zapier with Seamlss)

Log into [Zapier](https://zapier.com/), then click on **My Apps** from the menu on the left.

On your [apps](https://zapier.com/app/connections) page find and select Seamlss from the right hand list. 

![](https://seamlss.com.au/wp-content/uploads/2022/03/MyApps-150x150.png)

Once you select the Seamlss app, click on the 3 small dots to the right and select Delete

![](https://seamlss.com.au/wp-content/uploads/2022/03/Selectdots.png)

Once you have selected **Delete**, the connection will be removed. Click the **Add Connection** button to setup the Zap again. 

Follow the steps from our [Zapier page](https://seamlss.com.au/support/connecting-zapier-with-seamlss/) to complete the connection.

![](https://seamlss.com.au/wp-content/uploads/2022/03/delete-connection.png)