Zapier


 





Make a Zap

Who can use this feature?

System_Admin.png

Overview

This article will show you how to make a zap.

Important Note

  • Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.

Instructions

  1. Navigate to Zapier
  2. Select the three dots (...) in the top right-hand corner and select Make a Zap
    ...make_a_zap.png
  3. Select CivicEngage 
    select_civicengage.png
  4. Select the CivicEngage Trigger that you want to use (ex. Alert Center, NewsFlash or Calendar); select Save + Continue
    save_and_continue.png
  5. Select the Account you want to use
    civicengage_account.png
    • Note: You can also select TEST if you want to ensure it is connected.
  6. Select the category you would like to connect
    category_to_connect.png
  7. Select Fetch & Continue
    fetch_and_continue.png
  8. Once your screen says Test Successful, select Continue
    test_successful.png
  9. Select the App that you want to connect to (for instance, you might want to search for and select Google Calendar, if you want to connect a Google account to a CivicEngage account)
    choose_an_action_app.png
  10. Select the action you want to take on that app
    action_on_app.png
    • Note: This will be different per app.
  11. Once you have selected the action you want to take on that app, select Save + Continue
    save_and_continue.png
  12. Select your account 
    select_your_account.png
    • Note: This could be different per app that you are connecting to.
  13. Select Continue
    continue.png
    • Note: You might also be prompted for Zapier to have access to that account; select Allow.
      allow_zapier.png
  14. Once connected to an account, select Save + Continue
    save_and_continue.png
  15. You will be prompted to fill in the fields you want to connect between apps
    summary.png
    • This is explaining to Zapier which fields you want to match (Ex. CivicEngage Description matches to Google Calendar Summary)
    • Note: This will be different for each app.
  16. Once you have matched the fields, select Continue
    continue_button.png
  17. You will see a summary of all fields that will be pulled/pushed from one app to another; select Create & Continue
    create_and_continue.png
  18. You will see a screen exclaiming Test Successful
    test_successful.png
  19. Select Finish
    finish_connecting.png
  20. Name your Zap, then select the toggle switch to On
    toggle_zap_to_on.png
    • Note: New information is retrieved every 5 minutes; it might take that long to populate information between apps.



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