Product

Solutions

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Product

Solutions

Team Size

Product

Solutions

Team Size

October 4, 2022

Zapier Integrations – What are they?

You are looking through Zapier Integrations for a way to connect your scheduling, sales, marketing, and accounting functions.

Zapier integrations
Zapier integrations
Zapier integrations

Traditionally business owners have had to rely on Zapier to connect the different business units’ software solutions to create their software suite. Tools such as scheduling, marketing, transactional messages, and payments are most commonly sought.

From your search for integrations, you are likely trying to optimize your current processes, removing as much manual admin work as possible.

Creating solid Zapier integrations will undoubtedly help you optimize. Sending your data automatically through ‘Zaps’ to the software solutions of your choice.

Zaps allow you to create unique workflows, running a particular action. For example, when a new customer books your services, your Google spreadsheet automatically updates their details.

You are saving your admin person from having to enter the information manually.

To create a Zap:

  • Login to your Zapier account (create one if you do not already have one)

  • Create Zap

  • Create a Trigger

  • Search for the app 

  • Select an event

  • Sign in to your app (Ensure you have data within the app you chose – Zapier will need this to test your Zap)

  • Test your Zap

  • Create an Action 

  • Search your receiving app

  • Select an event type

  • Sign in to your app

  • Test 

  • Push Zap live