Watch a quick video showing you how to setup the Zapier integration, and scroll down for more information
Why would I need to use this?
This is useful if you want to pass information from Commusoft into other apps such as Google Calendar, Slack, and Trello.
What is a trigger?
A trigger is the starting point of the 'Zap' - the automatic transfer of data. Commusoft has 3 triggers:
- Office task
- Diary event
What is an action?
This is the result of the 'Zap' - usually a creation of something within a third party app.
Can I use a third party app to send data into Commusoft?
No, Commusoft can only be a trigger app, not an action app
How do I use the mapping area?
The best way to use this is to make sure the information will make sense. You can map the fields to wherever you want, but make sure all required fields are mapped (these are indicated on the page)
I don't see this on my account...
This can either be due to your role level, or the price plan you're on with us. If you're eligible for this module, please contact support who will activate this for you.