Zapier Integrations Overview

Zapier allows you to create automated actions between different apps, services, and systems.

Overview

With Zapier, you can integrate Zengine with hundreds of other apps. No coding is required! In other words, you can define events (called "triggers") which, when they occur, will automatically result in predefined "actions." An example of this is when a new record is added to a particular form, this trigger can result in the action of notifying your team in a messaging app that you may share.

Want to Learn more? Read an introduction to Zapier here.

Creating a Zengine Account to Use with Zapier

We recommend that you set up a new member of the workspace that will be used solely for Zapier integrations. This way, you don't have to worry about Zapier authorization getting disconnected if you have to reset a password. Another benefit to this is that it will also be clear in any record activity when an action is taken via a Zapier integration versus manually by a person.

Triggers

There are currently four available triggers in Zengine utilizing Zapier.

To learn more about each trigger and how to set them up, please navigate to the respective articles covering them in further details.

Actions

There are two types of Actions: Create & Search.

There are currently four available Create Actions in Zengine utilizing Zapier.

There is currently one available Search action in Zengine utilizing Zapier.

To learn more about each action and how to set them up, please navigate to the respective articles covering them in further detail.