Zapier is an online tool that allows you to link different apps together to transfer data between them and automate workflows, using recipes called zaps.
When creating a zap, you will be asked to define a trigger in the originating app, and a series of actions to follow that trigger event in TeamGram.
The trigger events available depend on the originating app. The actions available in TeamGram are as follows:
- Find customer
- Find product
- Create contact
- Create company
- Create lead
- Create custom document
- Create order
- Create product
Using Zap Templates
- Make sure you are logged in to Zapier.
- Go to https://zapier.com/apps/teamgram/integrations.
- Select the integration pair you want to use.
- Follow instructions to connect the selected app with TeamGram.
Creating a New Zap
If the app you want to connect to TeamGram is not listed at https://zapier.com/apps/teamgram/integrations, follow these instructions to create a new zap:
- Make sure you are logged in to Zapier.
- Go to https://zapier.com/app/home.
- Enter the name of the app that will trigger the zap in the left search box and select it.
- Enter TeamGram in the right search box and select it.
- In the “When this happens” box, select the triggering event in the source app.
- In the “then do this” box, select the action you want in TeamGram.
- Follow instructions on the next screen. You may be asked to login to the source app and to TeamGram, and answer additional questions depending on the trigger and action selected.