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Creating Zaps in Zapier
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InspectAll has a Zapier app which allows you to easily connect with over 750 other apps and services such as Salesforce, Quickbooks, Gmail.... If you'd like access to our Zapier app just submit a request to support@inspectall.com or contact your account rep. Click here for more information
You will need to first create an Account with Zapier. More details here: https://zapier.com/app/home?conversationId=54b77f9d-6a47-4913-92ef-1199ff526d7b
Once you've created an account with Zapier, contact support@inspectall.com to request your API token. You will also want to contact the software you are integrating with to request a token from them.
Once you have created the account, click this link to login, and click the "ACCEPT INVITE AND BUILD A ZAP" button:
https://zapier.com/developer/public-invite/143967/fd1569ad776918d002594eb6bcc302df/
- To start creating your Zap, click on "Create"
In the next screen, you can enter a tagline for reference about the Zap you are building.
Click on the "Trigger" option (the event that starts the Zap).
Then search for the software program that you will use for the Trigger
Choose your Trigger event (what you want to initiate the Zap).
Then choose your Account. If you don't have your API token entered yet, this is where you will enter it. Just click on "Connect a new Account"
Enter the API token provided by the software company in the "Username" field. And enter a dummy password in the "Password" field. Then click "Yes, Continue"
Next, you will set up the "Action" that you want the "Trigger" to perform in the other software program.
Follow the same steps as you did when creating the Trigger to create the action.
Depending on the type of Zap you are creating, you will be asked a series of questions to specify the action. Follow the prompts to create your Zap.
EXAMPLE ZAP
Creating a Zap
Let's start by creating a simple Zap to give you an idea of how it works.
In this tutorial, we are going to create a Zap that sends an email message in Gmail when I close a folder in InspectAll.
- Login to Zapier
- Click on the orange "Make a Zap!" button at the top
Choose your "Trigger". The Trigger is the action in the InspectAll program that you want to trigger an action in another program (or vice versa).
In this example, we are choosing an InspectAll trigger. So I'm selecting "InspectAll" from the list of "My Apps".
Pick the trigger.
I'm going to select "Closed Folder", so that whenever I close a folder in InspectAll, it will send me an email.
In the next screen, you will be asked to "Select InspectAll Account".
Click on "Connect an Account", and here is where you will enter the API token we gave you (as the Username). For the password, just type in something simple, like "X". Then click on "Yes, Continue".
Now, you are going to be asked to "Test InspectAll." Just click on the blue "Connect and Continue" button. It will take a couple minutes to connect. If you haven't created any folders in InspectAll yet, now's a good time to do that so you can test it out.
Next, you will need to choose an Action App. The "action" is what you want to happen when you execute the "trigger" you selected in the first part.
In this example, I'm selecting the email "action".
Fill out the information for the email (who you want it sent to, subject line, and body). You can choose information to pull into the subject or body of the email (such as the Account information or Folder ID) by clicking on the icon to the left of the field and choosing your option(s) from the drop down list.
Now you can test it and click "Finish" if it's all good to go.
The last step is turning on your Zap. So give it a name, and click on the "your Zap is OFF" to turn it on.
