Zapier is a low cost and powerful tool to connect platforms together using a 'Zap'. In our case, this will allow you to use triggers that happen in Aidium to trigger events in other platforms -and- use triggers in other platforms to Aidium
⚠️ Before attempting to create a 'Zap' - you should have a moderate or higher level of experience using Zapier. While Zapier does assist in verifying your connection and rules are valid, it does not have the ability to verify your expected outcome.
🚫 While we provide the pre-built tools in Zapier - we do not warranty these tools against failure, incorrect setup or any 3rd parties you connect a Zap to.
⚠️ Depending upon your account type in Zapier, additional charges may apply based on usage. These costs are through Zapier and are out of our control.
Initial Setup of Zapier - Adding our Zap template to your account and building a Zap using Aidium as the trigger.
- If you do not yet have a Zapier account - go to zapier.com to set it up. Using our pre-built zap does not require a paid account, however, the number of Zaps you can create and the number of times you can use each per month, is limited.
- From your logged in Aidium account - in the left menu, choose Settings, then Integrations. You should then see the available Integrations options - click the Visit Zapier button, in blue.
- A new browser tab will open - if you are not signed-in, you will do that now. If you are signed-in, it will look like the below. Simply click the Accept Invite & Build an App button, in orange.
👍 This concludes initial setup of Zapier - Adding our zap template to your Zapier account.
Basic Setup of Aidium ---> Zapier (trigger in Aidium starts the Zap)
- Once you add our Zap template to your Zapier account, you can begin building a new Zap by clicking the '+ Create' button, in blue. This will take you to the 1st step in building your Zap.
In the 'App event' search box, type in "Aidium" and choose the version marked with 'Latest', in green. This will be the most up-to-date version.
- Next, look to the 'Event' you would like to act as your trigger for the Zap. From the drop-down chose the appropriate trigger you would like to use.
- After choosing your trigger - and it is the first time you've connect - you will be asked to 'sign-in'. Simply click the 'Sign In' button, in blue.
If you are already signed-in, skip to step 5 below.
- A pop-up window should appear requesting your login credentials for Aidium. You must log-in at this point to proceed.
- Once you log in, it may ask you to 'Authorize the app' - but sure to click, 'Accept'.
- Once the login is verified and you have accepted the connection, it will ask you to 'Test' the trigger. Click the 'Test trigger' button, in blue.
- Next, Zapier will verify a connection to you. If you manage multiple accounts (admin), you can chose which account this Zap will be effected by. When you're satisfied, click 'Continue', in blue.
- Once you have connected Aidium and verified the your choices, you will be presented with the #2 - Action section. This provides you the ability to add actions in/to another 3rd party system.
⚠️ Due to the number of available actions and apps, along with the fact that all 3rd party connections are out of our control and subject to change, we do not provide support beyond our Zap template.
👍 This concludes the setup of your initial Zap when the trigger starts with Aidium.
Setup of using 3rd party to trigger action in Aidium.
⚠️ To continue, you should have already gone through the above section on initial setup of the Aidium zap template, logged-in and accepted the connection.
- To begin, you must setup your trigger from the 3rd party app of your choice. Create a new Zap. Once you have finished setting up the trigger in step 1 - you should see the following, which should look very familiar from when you setup your previous Zap.
To add the action - Search for our Zap template and chose the most recent version for the most up-to-date compatibility and options.
- From there, you will be presented with the 'action' choices in Aidium - For this demonstration, we will choose, 'Create Contact'. Then click the 'Continue' button, in blue.
- Next, we will choose the account to create the contact in. Find the appropriate account, choose it and click the 'Continue' button, in blue.
- In the following animated GIF, we will map the available contact options with the data points being passed by the trigger app. These options will be different for your trigger app.
- Once you have the options chosen and clicked the 'Continue' button, in blue - you will have the opportunity to verify each of the data mappings you created in the previous step.
If you want to go back to the mapping choices window, just click in 'Set up action'.
If you are satisfied, choose 'Test action' to verify - or - you can choose 'Skip test'.
- Once complete, you can publish your Zap and it will be live.
- It is very important to verify the connection by watching for the Trigger itself to take place in the app you added as the trigger.
Then, check the destination event app - verify the action you added above happens.
🌟 Zapier has a great system for tracking and notifying you of issues in Zaps you set up. This may not warn you of a Trigger issue, but it will warn you when a trigger occurs, and there is a flaw in the action or required mapping of data.
⚠️ Zapier does not warranty their product - it can fail. Things like, password changes, data field changes, account setup changes, etc., can all break or cause flawed or unexpected action in your Zaps. It is your responsibility to maintain your Zaps and Zapier account connections.
👍 This concludes adding a 3rd party trigger to push an event and data into Zapier