Stop juggling tabs and manually moving data. The new Indexic-Zapier integration automatically connects your customer-facing bookings and sales to the marketing and accounting tools you already use.
Work Smarter, Not Harder: Welcome to a New Era of Automation with Indexic
If you run a business like a boat tour, golf cart rental, or parasailing adventure, your day is a constant balancing act. You're managing bookings, maintaining equipment, delighting customers, and trying to find time to market your business to the next wave of guests. The administrative tasks—exporting customer lists, updating spreadsheets, and manually creating invoices—often steal precious time from the work that truly grows your business.
That ends today.
We are thrilled to announce a powerful new integration from Indexic with Zapier, a breakthrough that seamlessly connects your booking software to over 5,000 of your favorite web apps. This means you can automate your marketing, streamline your accounting, and create incredible operational efficiencies without writing a single line of code.
What is Zapier and How Does the Indexic Integration Work?
In simple terms, Zapier is a digital translator that allows different apps to talk to each other. It creates automated workflows, called "Zaps," that work like this: "When this happens in Indexic, then do that in another app."
The Indexic integration provides the crucial "when this happens" trigger from your booking portal. Specifically, Zapier can now listen for two key events driven by your customers:
New Reservation Created: The moment a customer completes a booking for your tour or rental directly through your Indexic-powered website.
New Transaction Completed: When a purchase (for merchandise, add-ons, etc.) is finalized by a customer on your public-facing site.
A Quick Note on Scope: To ensure data clarity and integrity, this initial integration is triggered exclusively by customer-facing online activity. Reservations made internally by your staff or subsequent modifications to existing bookings are not currently sent to Zapier. This focuses the automation on the direct, real-time customer data that powers your marketing and sales reporting.
When either of these events occurs, Zapier instantly sends all the relevant Indexic data to any other connected app you choose, automatically.
Transform Your Marketing from Reactive to Proactive
For experience-based businesses, your past customers are your most valuable marketing asset. They've already trusted you with a great time, and they are most likely to book again or refer friends. This integration makes it effortless to leverage that goldmine.
1. Build Your Email Lists & Nurture Campaigns Automatically
Manually exporting CSV files from Indexic and uploading them to an email platform is a thing of the past.
Use Case: Connect Indexic to Mailchimp, Klaviyo, or Constant Contact.- The Zap: "When a New Reservation is Created in Indexic, automatically add or update the guest in my 'Past Customers' email list."
- The Business Impact: Instantly segment new guests for post-trip "Thank You" emails, request reviews, or invite them to book their next adventure. You can even trigger a specific series of emails based on the type of activity they booked (e.g., a different follow-up for a sunset sail vs. a walking tour).
2. Create Hyper-Targeted Ad Audiences on Meta and Google
Finding new customers who look like your best existing ones is the holy grail of digital advertising. Now, you can build those "lookalike audiences" with ease using data directly from Indexic.
- Use Case: Connect Indexic to Meta (Facebook/Instagram) Lead Ads or Google Customer Match.
The Zap: "When a New Reservation is Created in Indexic, add the guest's email to a custom audience in my ad account."- The Business Impact: Upload a list of high-value customers (e.g., those who booked a private boat tour) to Facebook and create a "lookalike audience" to find new people with similar interests. Or, use Google Customer Match to target past guests with search or YouTube ads, reminding them to book their next rental.
3. Streamline Customer Communication & Follow-Up
Go beyond email marketing and automate touchpoints across other channels using real-time Indexic booking data.
- Use Case: Connect Indexic to Slack, Microsoft Teams, or SMS tools like Twilio.
- The Zap: "When a New Reservation is Created in Indexic, post a notification in our #new-bookings Slack channel."
- The Business Impact: Keep your entire team—from captains to front-desk staff—instantly in the loop about new online bookings without having to check the Indexic system constantly.
Streamline Your Back Office and Accounting
Financial management is crucial but time-consuming. Automate the flow of online sales data from Indexic to keep your books perfectly in sync.
1. Automate Sales Recording in QuickBooks or Xero
Eliminate manual data entry and reduce errors by pushing transaction details directly from Indexic to your accounting software.
- Use Case: Connect Indexic to QuickBooks Online or Xero.
The Zap: "When a New Transaction is Completed by a customer on our site, create a new customer and invoice in QuickBooks."
The Business Impact: Every online merchandise sale, add-on, or booking payment is automatically logged with full detail, including line items, taxes, and totals. This saves hours of work each month and ensures your financial records are always up-to-date.
2. Maintain a Live Master Dashboard in Google Sheets
For those who love the flexibility of a spreadsheet, you can now have a live, self-updating log of all your customer-facing business activity from Indexic.
Use Case: Connect Indexic to Google Sheets or Microsoft Excel Online.- The Zap: "When a New Reservation is Created in Indexic, add a new row to my 'Master Reservations' spreadsheet."
The Business Impact: Create your own custom reports for daily online revenue, popular time slots, or customer demographics without ever lifting a finger. This data is perfect for creating pivot tables and charts for a high-level view of your business performance.
Getting Started with Your Indexic-Zapier Connection
We've built this integration to be powerful yet accessible. You don't need to be a tech wizard to set it up.
- Navigate to Zapier in your aReservation Portal: In your Indexic account, go to Company → Zapier. You'll see detailed step-by-step instructions under the "How to Connect" button and you can start setting up your first Zapier webhook connection under the "Add Zapier Hook" button.
- Create Your First "Zap": Head to Zapier.com, click "Create Zap," and select Indexic as the "Trigger" app. Choose either "Reservation" or "Transaction."
- Connect Your App: Choose your "Action" app (like Mailchimp, QuickBooks, or Google Sheets) and follow the simple steps to link your accounts.
Test and Turn It On: Zapier will guide you through a test. Once it passes, publish your Zap and let the automation begin!
If you're not sure where to start or want to brainstorm creative ways to use Zapier with your Indexic data, our team is happy to help you map out some time-saving ideas.
Reclaim Your Time and Focus on the Adventure
Your business is built on creating unforgettable experiences—not on managing spreadsheets and manually updating lists. The new Indexic-Zapier integration is more than just a feature; it's a force multiplier for your operation. It’s designed to give you back your most valuable resource—time—by automating the flow of your online customer data, so you can focus on what you do best: delivering amazing adventures on the water, on the tour, or on the trail.
Ready to automate your workflow? Log in to your account and set up your first Zap today!