Zapier Triggers: New Record

Zapier allows you to create automated actions between different apps, services, and systems. For an overview of Zapier, go here.

Overview

The New Record trigger can utilize a record created within a Zengine workspace to initiate an action elsewhere.  For example, when a record is created, an action can be created that will automatically send an email to the applicant in two weeks to check in on that record of it's not yet submitted.

If you are hoping to use a trigger for when a record is updated, versus when it is created for the first time, please use the Updated Record trigger instead.

Setup

Once you have selected New Record as your trigger, you will need to select your Zengine account

At this point, you can set up options relating to that specific Trigger.

For New Record, you can connect this to a particular workspace and form within that workspace:

Next, you will need to 'Test'.  You will need to make sure your selected workspace and form has at least one record. 

 Zapier will then Fetch that record in order to test it.

Filtering

You have the option to filter on data within your new record, as well as on activity changes (e.g. a folder is changed from Draft to Submitted) in order to further specify when a resulting Action may occur.  Learn more about filtering here.

Once you have set up your Trigger, you will see a Plus sign in the control panel, which will allow you to add an action or a filter:

Select Filter to set up a filter.
Press Save + Continue to begin setting up your filter specifications and rules.
The first drop down will present you with fields from your chosen trigger form.
The second dropdown will present you with qualifiers, such as Contains (a particular word or phrase), After (a particular date), or Less Than (a particular numerical value).

Finally, you will enter a Value in the third field.

Here, the action will only fire if a record is updated in the submitted folder.

You can use the +AND button to add a second filter; using 'and' means that BOTH of these rules will have to be true in order for a trigger to fire.

You can use the +OR button to add a second filter; using 'or' means that EITHER of these rules will have to be true in order for a trigger to fire.

Next Steps

At this point, you can connect your trigger to an action.  To learn more about each action and how to set them up, please navigate to the respective articles covering them in further detail.

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