Guide: Zapier Integration with Delightree

What’s New

Delightree now connects directly with Zapier, allowing you to automate tasks and sync data between Delightree and thousands of other business tools — no coding or engineering work required.

This integration lets you move information automatically between systems like HR platforms, CRMs, spreadsheets, communication tools, and BI dashboards.

Who is this for?

Corporate Admins, Operations, Training, IT, Franchise Leadership

🔔 Triggers (Events happening inside Delightree)

A trigger fires when something changes in Delightree. Zapier can automatically push that information to another system when it does.

Phase 1 triggers:

• A new user is created
• A new location is added
• KPI or analytics data is updated

🆕 Phase 2 triggers:

• A form is submitted
• A task is completed
• A training is completed

Example use cases for new triggers:

• Form submitted → alert sent via Slack to the operations team
• Task completed → row added to a Google Sheet for tracking
• Training completed → record updated in your CRM or HR platform

Actions (Zapier can write data into Delightree)

Zapier can create or update records inside Delightree automatically.

Phase 1 actions:

• Automatically create a new user when an employee is added to your HR system
• Update a location in Delightree when information changes in another platform

🆕 Phase 2 actions:

• Create a task in Delightree from an external trigger
• Assign training to a user or location from an external system
• Update location data when a record changes in another platform

Example use cases for new actions:

• New hire added in BambooHR → training automatically assigned in Delightree
• Record flagged in your CRM → task created in Delightree for follow-up

How This Helps You

With the Zapier integration, you can automate workflows like:

👥 User Syncing

Automatically create or update users in Delightree or your other tools when a teammate joins or changes roles.

Examples:

• BambooHR

• Rippling

• ADP

• Gusto

📍 Location Syncing

Send new locations from your tools to Delightree.

Examples:

• Salesforce

• HubSpot

• Zoho

📊 KPI & Analytics Automation

Export Delightree metrics into:

• Google Sheets

• Power BI

• Tableau

• Looker Studio

This removes manual exports and keeps data up to date everywhere your team works.

Do I Need to Do Anything?

If you do not plan to use Zapier:

You don’t need to do anything. Delightree will continue working exactly as it does today.

If you want to set up Zaps:

Go to Delightree → Integrations → Zapier
Copy the API key from the platform

Get access to the Delightree app on Zapier

1. Find Delightree in the Zapier Marketplace here 
2. Begin by adding a Trigger or Action
3. Next click, Sign In. This will open a new window prompting you to enter in the API key from your Delightree account. 
4. Find your API key in Delightree under Settings > Integrations. Click 'Generate API Key' then paste the key into the window.

Finally, click “Yes, continue to Delightree” to complete the connection.

How It Affects Your Current Delightree Workflows

Nothing changes inside Delightree itself.

• No modules were modified
• No settings changed
• No workflows were removed or replaced

Existing Phase 1 Zaps continue to operate without any changes required. New triggers and actions are entirely additive — nothing breaks.

🆕 Reliability improvements: Phase 2 includes enhanced error handling and retry logic for failed Zap runs. Existing Zaps benefit from this automatically.

If you want to use the new triggers or actions: they're available in the Zapier app library immediately. Configure new Zaps in Zapier using your existing Delightree credentials — no new API key needed.