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.
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
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