Once Zapier is connected to Aligned, you can build Zaps that react to buyer activity in your Rooms. This page collects the recipes teams use most. For the connection steps, see Automate your workflows with Zapier.
Prerequisites & Requirements
Plan: Pro and Enterprise only.
Permissions: Admins and up can connect Zapier to Aligned.
Setup: Zapier must already be connected to your Aligned account.
What you can build from
A Zap starts with a trigger and ends in an action. Aligned provides these:
Triggers: File Downloaded, File Uploaded, Room Commented, Room Created, Room Shared, Room Visited.
Action: Create Room from Template.
Recipes
Keep your CRM current
When a Room is created → create a new deal in the CRM.
When a Room is visited → log buyer engagement activity in the CRM.
When a file is downloaded → create a high-intent activity in the CRM.
When a Room is commented → create a follow-up task in the CRM.
Alert the team in Slack
When a Room is shared → send a Slack notification.
When a file is uploaded → post a Slack message in the deal channel.
Create Rooms automatically
When a deal is marked "Onboarding" in your CRM → create a Room from a template in Aligned.
Known Limitations
Zaps run on new or updated data only. Historical events are not captured retroactively.
Some triggers may use polling rather than instant webhooks, depending on Zapier's limitations.
If your plan drops below Pro, the Zapier integration is disabled.
Connecting the same tool, such as Slack, in both Aligned and Zapier may cause duplicate actions. Use one connection path.