Zapier connects Process Street to your favorite apps
Zapier lets you automatically run checklists in Process Street and trigger actions in over 750 apps, including Salesforce, Slack, Evernote, Trello, and more.
Zapier is a service that connects your apps together so that you can automate tasks behind the scenes. For example, you could tell Zapier to create a new Process Street checklist when a lead is added in Salesforce.
How Zapier works
Zapier works by listening for events in one app, the automatically triggering an action in another. Essentially, it’s a cause-and-effect system of “if this happens, then do this”.
For example:
- A new lead is added in Salesforce
- Zapier creates a Process Street checklist automatically
Example setup
Let’s run through how to set up a Zap quickly to get you going – let’s have any family photos you’re emailed save automatically to Dropbox.
Remember that this is only a basic example – with a little creativity you can link together over 750 apps with Zapier!
Create the “trigger”
First you need to set the “trigger” for your Zap – when detected, this is what will cause the action to happen. It’s the “if this” part of “if this then that”.
In Zapier, click on “Make a new zap” from your dashboard view. Next, select the app which will serve as the trigger. We want to detect when family photos are sent to us by email, so we’ll choose Gmail.
Next choose “New attachment” – this tells Zapier that it needs to look out for when you receive an attachment in an email.
Now you need to connect the Gmail account that will be receiving the email. If you have one already connected to Zapier then select it and move on, but if not click the “Connect a new account” button and confirm the Gmail account you wish to use.
Next you need to set up the options of your trigger – this lets you narrow down your Zap to only activate when specific details are detected. For example, we don’t want every attachment going into Dropbox.
To do this, we’re going to limit the process to only run from attachments sent by “Mum” (since these are most likely to be family photos).
Finally, test your trigger (you’ll need to have a recent email which fits the criteria we just set, so, an email from “Mum” with an attachment) and confirm.
Create the “action”
The “action” is what will happen when the trigger is detected, so in our case it is the family photos saving to Dropbox.
First, select Dropbox as your action app.
Now select “Upload file” as your action.
As with Gmail, you now need to connect your Dropbox account by clicking on “Connect a new account”.
Next you need to set what file will be uploaded and where it will be saved. The “Directory” (where the file will save” can be set by clicking the dropdown to the right of the field in Zapier and choosing from your Dropbox folders.
The file, however, will need to be set to the email attachment we got in the trigger earlier. To do this, click the icon to the right of the “File” field and then on “Attachment”.
Finally, test your action to make sure all is running smoothly (this will save the recent attachment to your Dropbox, so check your account to make sure the file is both in the right place and is correct).
Congratulations! All that’s left is to name your Zap and turn it on.
Learn more about Zapier:
Download our free eBook
We have created an 111-page ebook that explains how Zapier works and how you could use it with Process Street.
Click here to download the ebook
You can also read the chapters here:
Table of Contents:
- What Is Zapier? The Essential (Unknown) Time Saver
- Why Zapier is Your Dream Automation Software
- Zapier vs IFTTT: The Best Way to Automate Your Life?
- 222 Zaps to Crush Your Current Process Automation
- 50 Examples of Business Process Automation from the World’s Most innovative Companies
50 Examples of how to connect Process Street with your other apps via Zapier
Zapier is most powerful when you get creative with the processes you want to automate, but to do that you need to have an idea of what it can do first.
So, here are a couple of examples of how you can automate your workflow with Zapier – follow the link below the image to see even more.
Click here to see 50 more ways to integrate Process Street with your favorite apps
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