Zapier is an integration platform that connects thousands of apps, including Upsales, and automatically performs defined tasks. Changes to information in Upsales can be a trigger for an automatic action elsewhere, or actions that happen in other apps can trigger an update in Upsales.
There are thousands of possibilities to automate your work and save time. For example:
This article will help you connect Zapier to Upsales and show you how to make a "Zap" using Upsales as the trigger or the action.
Connecting Your Upsales Account to Zapier
Open your Zapier account, click My Apps and search for Upsales:
- Click Connect, and a new window will open asking to Allow Zapier to access your Upsales account?
- In Upsales, generate an API key. Name the key "Zapier" (or something similar) to identify it.
- The key only shows once, so we recommend copying it and saving in a secure location.
- Paste the API key you generated in Upsales into the Allow Zapier to access your Upsales account? window.
- Select Yes, Continue.
Upsales will show on your Zapier list of connected accounts, with options for testing the account, reconnecting it (which will allow you to paste in a new API key), or disconnecting the account.
Using Upsales as a Zapier Trigger
Triggers are the events that initiate a defined automatic workflow in Zapier.
To define an automatic workflow in Zapier using Upsales as a trigger, complete the following steps:
- On the Zapier Home tab, Click Create Zap:
- When the Choose a Trigger App screen opens, select Upsales.
- On the Select Upsales Trigger screen, you'll see multiple options for triggering a new event for your Zap:
- Choose one of the Upsales Triggers, and click Continue.
- On the Select Upsales Account screen, you may need to sign in to your you have the option to Connect an Account as well.
- Grant Zapier access using your API key
- You can now test your Trigger
You're now ready to add actions the Zap will perform.
To disconnect your Upsales account from Zapier, go to My Apps in your Zapier dashboard. Click Upsales, then the three dots and choose Delete:
Using Upsales as an Action in Zapier
Actions are events in a defined workflow, triggered by rules you set in Zapier.
To define an automatic workflow in Zapier using Upsales as an action, complete the following steps:
- After setting up your Trigger, click the + sign underneath:
- When the Choose an Action App screen opens, select Upsales.
- On the Select Upsales Action screen, you can choose the Action Event:
- Then it's time to set up the action. You'll see different fields depending on what you're setting up:
- Zapier will ask you to complete a Test Action to make sure everything is working
- You can now continue adding any further steps you wish to.
- When you're finished, it's time to turn your Zap on!
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