Zapier

Modified on Mon, 12 Jun 2023 at 08:34 PM



What is it?

Zapier is a tool that allows you to connect over 5,000 apps, including the @realty CRM, to automate workflows and transfers of data between different systems. Each of these is called a Zap.


How to set up Zapier


Firstly, you will need to go to https://zapier.com/ and create an account. Zapier does have a free tier, but pricing can be found here https://zapier.com/pricing.


How to Integrate with the @realty Cloud


Once the Zapier account has been created, login to the @realty Cloud and click on Resources → Zapier Invite



This will take you to this link https://zapier.com/developer/public-invite/124095/b332a8c496b4518d43ecf8918066334a/ where you can accept the Invite 



What are Zaps?


A Zap is an automated workflow that connects your apps and services together. Each Zap consists of a trigger and one or more actions. When you turn your Zap on, it will run the action steps every time the trigger event occurs


How to Create a Zap


When logged into Zapier, you can create a zap by clicking on the + Create Zap button. 



This will take you to the page where you can create a Trigger and an Action. 


If you want to build a Zap using the @realty Cloud, then type in @realty in the search field and select @realty Cloud (1.0.0)


What are Triggers and Actions?


All Zaps start with a trigger that watches for new or updated data. They get the ball rolling. Everything a Zap does with that data, though, is done by actions. Zapier actions push or put new data into apps through API calls that pass data from user customised input fields.


@realty Triggers


The @realty CRM has 2 triggers:

  • New Contact

    • Whenever a new contact is added to the User’s database the Zap will trigger

  • Tag Added to Contact

    • Whenever a Tag is added to a Contact in the User's database, the Zap will trigger



@realty Actions


The @realty CRM has 1 action

  • Create Contact 

    • A contact will be created in the User’s database when the Trigger from another system occurs




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