Zapier allows you to connect with other apps that WebWork doesn't support integration with. Let's take a step-by-step look at how you can use it to connect with other tools and automate certain workflows.
- Sign up on Zapier if you haven't.
- Go to Integrations on WebWork
- Find Zapier and click Create & Edit Zaps
- Select from the suggested workflows or create your own
How to create your your own Zaps?
1. Add a trigger
Select Create new Zap
1.1. Setup tab
- In the Zap editor, select the Trigger step.
- A dialog box will open where WebWork will be selected as an app to trigger
- Search and select the app that will trigger the Zap. The right sidebar will open the Setup tab.
- Click the Trigger event field to open the dropdown menu.
- Select the event that you want to trigger the Zap.
- Click the Account field. A popup window will open. Select an existing account from the list, or click + Connect a new account.
1.2. Configure tab
If your trigger allows for further customization, you'll see a Configure tab where you can set up those fields.
- Select the Configure tab.
- Set up all required fields and any optional fields that you need for your workflow.
1.3. Test tab
Here you can test your trigger to verify it is triggering from the right data.
- Click the Test tab.
- Click Test trigger to load a test record from your app.
- One or more test records will appear.
- Review and select a record.
- Click Continue with selected record to complete the step.
2. Add an action
2.1. Setup tab
Select the event you want to perform and the app you want to perform it in. Your action will run after your Zap triggers. Then, connect your app to Zapier so you can move data between your apps.
- In the Zap editor, click the Action step and a dialog box will open.
- Search for and select the app where the action should occur. The right sidebar will open to the Setup tab.
- Click the Action event field to open the dropdown menu.
- Select the event that you want to perform.
- Click the Account field. A popup window will open. Select an existing account from the list, or click + Connect a new account.
2.2. Configure tab
Continue setting up your action by selecting what the action should do in the Configure tab.
- Select the Configure tab.
- Set up all required fields and any optional fields that you need for your workflow.
2.3. Test tab
Test your action to verify it is sending the right data to your app.
- Select the Test tab.
- If you want to perform the action live to test the step, click Test step.
- The Data in tab will display the fields and values that you set up in the action step.
- The Data out tab will display the fields and values that your app returns as confirmation.
- If you do not want to test the step live, click Skip test.
3. Publish your Zap
After you set up and name your Zap, click Publish.
FAQ
1. What is the data synchronization period?
If all settings are configured correctly, data will sync in real time.
2. How to delete the workflow?
Navigate to Zaps page, select the workflow and click Delete workflow. This will not reflect the imported data but auto-syncing will end. To resume syncing you should repeat the integration process.