Add Lead
Send an event with an email address or phone number to the selected client. Map a stable Lead ID when available so receiving the same event again does not create another copy.
Zapier + Monthwrap
Your own data reporting
Zapier actions for your client reports.
Use the planned Monthwrap Zapier connection to add leads, record daily numbers or count events for a specific client.
AvailableWorkflow connection
Inside the monthly reportSample data
Northside Operations / Cedar Consults
A booking becomes a report measure
TriggerConfirmed bookingAn event in the upstream tool
ActionAdd LeadMapped client contact information
Optional numberBooked consultsA separately defined report measure
Source applicationTrigger fires
ZapierFields mapped
Monthwrap actionClient selected
Monthly reportResult explained
The example sends a booking to one client and records a separately named booking total.
Zapier, at a glance.
- Connect with
- Workflow connectionConnect a client destination, then use Add Lead, Record Numbers or Count Something in your Zap.
- Updates
- When your workflow sends a lead or dated number. Your workflow controls its timing.
- Earlier months
- Send earlier dated numbers you retain in the source system. Choose replacement or increment mode deliberately.
- In your report
- Leads and custom numeric results.
Built around your client’s questions
A familiar workflow can supply a useful reporting result.
For agencies coordinating client tools through Zapier.
A booking tool, form service or operational app may already feed a Zap your agency relies on. Adding a reporting destination can keep the monthly result close to that existing process. The important decision is what the trigger means: a submitted request, a confirmed booking and a completed consultation are different outcomes.
The Monthwrap Zapier app has three actions: Add Lead, Record Numbers and Count Something. Connect the destination for one client, map the fields and test a result. Use the inbound webhook route for a custom HTTP workflow.
Choose the numbers that matter
What Zapier
brings to the report.
Leads and custom numeric results. Choose the relevant figures, add comparisons where the data supports them, and explain what changed.
Record Numbers
Send named numeric values for a reporting date. Choose whether the request replaces the day’s total or adds to it, based on what the upstream result represents.
Count Something
Increment an agreed custom number when the Zap runs for a qualifying event. Decide how duplicate triggers and replayed runs are handled before relying on the count.
Client-specific destinations
Each connection points to one client’s webhook destination. Give the connection a clear client context and verify routing before using the same automation pattern for other accounts.
For your next client report
A confirmed booking workflow
Send contact information or an agreed booking count after the source confirms the appointment. Keep canceled, requested and attended appointments separate where those distinctions matter to the client.
Arrange the report in your own layoutRead it from the client’s side
See the complete
local growth report.
A full fictional agency report, with the work delivered, the numbers behind it and the plan for next month. Use its structure to plan your own mix of sources and client results.
Open the sample reportMake the connection
From Zapier
to the right client.
Connect a client destination, then use Add Lead, Record Numbers or Count Something in your Zap.
Connection methodWorkflow connectionAvailabilityAvailableYour connected account’s API permissions and plan apply.
- 01
Choose the action you need
Choose Add Lead for a contact event, Record Numbers for a dated total, or Count Something for an increment.
- 02
Connect the intended client
Use the client’s webhook destination from Sources. Keep that address private and confirm the client name returned by the connection check.
- 03
Map an action and test it
Choose Add Lead, Record Numbers or Count Something, map the expected fields and test a small result. Review retries, duplicate triggers and dates before turning on recurring delivery.
Know what each
number means.
One destination per client
Each connection uses a client’s webhook destination. Name the Zap for that client and check the destination before turning it on.
A trigger needs a business definition
The integration does not decide whether an upstream event is a qualified lead or a sale. Agree that meaning with the client and use a report label that matches the event.
Before you connect
A few useful
answers.
Which Monthwrap actions can I use in Zapier?
Use Add Lead for contact events, Record Numbers for dated values, and Count Something for event counts. Choose the action that matches the result your trigger represents.
Can I use a custom HTTP step instead?
A configured inbound HTTP webhook is a separate route. Your automation must support sending the expected request, and you will need to map the fields and test the result for the intended client.
Which action should I use for a daily total?
Record Numbers in replacement mode suits a complete daily total. Count Something is for increments as events occur. Replaying an incremental action can change the count, so configure duplicate handling deliberately.
Start with your next client report
The data has a source.
The story has your name.
Bring your sources together, choose your layout and add the context your client needs.
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