Getting Started with Zapier
Sign up for a free Zapier account, from there you can jump right in.
To help you hit the ground running, here are some popular pre-made Zaps.
How do I connect APP to Zapier?
1- Log in to your Zapier account or create a new account
2- Navigate to "Connected Accounts" from the top menu bar
3- Now click on "Connect new account" and search for Successeve
4- Use your credentials to connect your Successeve account to Zapier
5- Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. ⇒ Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup.
How to Update contact or an Account From Zapier to Successeve?
- Choose App & Event ⇒ Successeve
2. Choose Action Event (as in example below):
- Create Event
- Update Contact
- Update Account
3. Choose Account
⇒ If you are not already registered please click on Manage connected accounts
4. Then you fill in Successeve credentials: ApiToken and ApiSecret
⇒ When you update a contact from Zapier or create an event, the external_id should be the unique_id (successeve) or the contact email address.
- To update the account, you have to fill in the unique_id in Successeve
PS: When you send data coming from Zapier, whatever its type (for example: Boolean, number etc..) - data is always considered as a string(text) in Successeve.