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To use one of these actions in a Zap the user needs to create a Zap or edit an existing one.
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They will need to start Start by choosing an app that will be the trigger for this action from any of the ones that are available in Zapier.
For the purposes of this document we will use a Google Sheet as the trigger.
This will trigger the Zap whenever a new row of data is added to the Google sheet, the row will contain customer details that eKeeper will use to create a new Mortgage product in the CRM.
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Choose eKeeper as the Action App
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Next the user you will need to choose the particular action from eKeeper that they want to use.
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The user now needs to Now authorise Zapier to connect to eKeeper via an eKeeper account.
First they you will need to click on Connect an Account.
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They will then be taken to the eKeeper login page to log in to eKeeper.
If the you are a user who already has an active eKeeper session in the same browser as they the one you are accessing Zapier, the login page will not be shown. If they you wish to set up a connection for a different user they will need to please ensure they have logged out of eKeeper before starting this process. |
When authorising Zapier to access eKeeper, the user account that is used to log in to eKeeper is the one that Zapier will then be authenticated as when using the action. Because of this it is important that the user account used has the correct permissions to create the records produced by the action. |
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Once they have logged in they you will be taken to a page asking them to approve Zapier's request to access eKeeper. They should
Now click Authorise to continue.
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The user can also click the Test button to confirm that the connection has been successfully created.
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The user now needs Next step is to set up the values the action will use when creating the Mortgage product in eKeeper.
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