Understanding how your community grows and performs requires timely insights without the tab-hopping. The Automation & Insights templates pull signals from Stripe, Airtable, Typeform, Facebook, Google Calendar, Notion, and more straight into Bettermode (or your reporting stack). Instead of juggling dashboards or exporting CSVs, you create a single source of truth for transactions, surveys, and engagement activity.
These automations turn outside events into timely posts, gentle nudges, and lightweight logs, so your team sees what matters and can act quickly. Less manual data collection, more informed decisions and a community that feels responsive because the right updates land in the right places, automatically.
How to Use (Quick Start)
Pick a template below (exact Zap name + full URL from your file).
Open the Zap and connect Bettermode + any required app(s).
Customize targets/filters (which space to post in, who to notify, what to log).
Test once, then publish the Zap.
Monitor Zapier Task History and refine as needed.
Templates in This Category
When a new post is created in Bettermode, send a direct message in Slack
- Best for notifying your team in Slack about new activities.
Run Weekly Sentiment & Insights Analysis on a Space in Bettermode and send results to Google Sheets
- Best for logging weekly space analysis in bettermode in a simple spreadsheet to identify the community's sentiments and concerns.
- Best for logging updates and sentiments of new posts in a simple spreadsheet.
- Best for turning form submissions into community actions and email and Slack responses.
When a Post is created in Bettermode, use ChatGPT to answer/reply to the post automatically.
- Best for generating quick insights and responses automatically, and could act as an AI support for the community.
- Best for surfacing workspace/project updates where people collaborate.
When a New record/Opportunity is created in Salesforce, create a Post in bettermode for tracking
- Best for surfacing new opportunities in Salesforce to provide updates where people can collaborate.
When a new space has been created in bettermode, create a row in Google Sheets for tracking purposes
- Best for logging updates for newly created spaces in a simple spreadsheet.
- Best for notifying your admin team in Slack for alerts.
- Best for logging new members in a simple spreadsheet.
When a Space is deleted, send a channel message in Slack to notify admins
- Best for notifying your team in Slack and tracking deleted spaces..
When a member is removed from the space, send a channel message in Slack to notify admins
- Best for notifying your admin team in Slack about removed members from spaces.
When a member is deleted from the community, send a channel message in Slack to notify admins
- Best for notifying your admin team in Slack about deleted accounts/removed members.
When a new Facebook Lead Ad has been created, invite them as a member in Bettermode and create a new Google Sheets row for tracking
- Best for sharing or acting on new leads promptly.
- Best for sharing or acting on new leads promptly and sending Slack channel alerts.
When a new Typeform entry has been submitted, create a post in bettermode.
- Best for turning form submissions into community actions.
When a new record is created in Airtable, create a post in bettermode
- Best for surfacing workspace/project updates via Bettermode posts, where people collaborate.
When a new record is created in Airtable, send a direct message in bettermode
- Best for surfacing workspace/project updates and sending them to responsible community members.
When a new payment is made in Stripe, search for that member and add them to Spaces in Bettermode
- Best for automating access or recognition based on payments.
When a new payment is made in Stripe, invite them as a member in bettermode
- Best for inviting members based on payments.
When a payment is made in Stripe, assign a VIP badge in Bettermode
- Best for recognizing VIP customers automatically.
Key Features
Unified signals: pipe external events (forms, payments, CRM) into Bettermode.
Team awareness: send key updates to Slack automatically.
Lightweight reporting: log events in Google Sheets for analysis.
Event automation: turn calendar activity into timely posts.
Database sync: reflect Airtable changes inside the community.
CRM visibility: surface Salesforce/Hubspot milestones where teams collaborate.
Form-to-action: convert Typeform entries into posts or invites.
Payment signals: trigger access changes or recognition via Stripe.
Content insights: bring Search Console analytics to your team.
Knowledge flow: echo Notion/Confluence updates to the right spaces.
People Ops signals: alert on Lattice scorecards/reviews.
Benefits
One view of activity: surface key events where your community works.
Fewer manual updates: posts and logs happen automatically.
Faster follow-through: nudges reach the right people in time.
Lightweight reporting: Sheets-ready data for weekly reviews.
Practical Use Cases
Post updates when Airtable / Notion / Confluence / ClickUp items change so everyone sees progress.
Trigger posts or badges based on Stripe payments or milestones.
Announce upcoming Calendar events automatically.
Keep a simple Google Sheets log of high-value signals for reporting.
Share Search Console insights in a space your team checks daily.
FAQs / Troubleshooting
Q: Slack messages aren’t appearing.
A: Reconnect Slack in Zapier, verify the target channel, and retest with a real sample event.
Q: Rows aren’t showing up in Google Sheets.
A: Reconnect Sheets, confirm the spreadsheet/tab, and map fields before re-testing.
Q: Calendar posts aren’t publishing.
A: Reconnect Google Calendar, confirm calendar selection, and retest with an upcoming event.
Q: Airtable-triggered posts or DMs aren’t firing.
A: Check base/table permissions, confirm the right view, and retest with a new record.
Q: Payment-based automations aren’t running.
A: Confirm the Stripe event type (payment succeeded/failed) and retest with sample data.
Q: Notion/Confluence-triggered posts aren’t showing up.
A: Reconnect the app in Zapier, confirm the database/page or space, and retest with a new item.
Q: HubSpot updates aren’t posting.
A: Reconnect the app, verify object/trigger permissions, and retest with a fresh sample.