Zapier - Using a Trigger
- Roly Birkwood
How to create and use a Zapier Trigger
By creating a trigger you able to setup a chain of events, using information from a product within EKeeper, to trigger certain action(s) against other Apps within Zapier.
The triggers in EKeeper occur when a product moves to new stages within the workflow you have created in EKeeper.
Step 1:
Navigate to the home page of Zapier and click on the make a zap button.
Step 2:
Search and select the EKeeper App.
Step 3:
You are now able to select the product type you wish to trigger the planned Zapier action(s).
Mortgage Product or Protection Product
Then click continue.
Step 4:
Zapier will now ask you to confirm the account, again select ekeeper and then continue.
Step 5:
Next we choose which of the workflow stage you would like the trigger to be against.
Click on the Stage tab to reveal the stage list and select one.
NOTE:
If you would like the same trigger to be against more than one stage, Zapier requires you to create a new zap for each one.
Step 6:
Next we choose which system user you would like the trigger to be against.
Click on the Stage tab to reveal the stage list and select one
NOTE:
If you would like the same trigger to be against more than one user, Zapier requires you to create a new zap for each one.
INFORMATION:
If you have recently made changes to your EKeeper product workflow and/or system users, and you cannot see these in the displayed listing, the click the Refresh Fields button to update these.
Step 7:
Click continue once you have made your sections.
Step 8:
Zapier will ask you to test the trigger, before allowing you to continue.
Step 9:
Zapier will return and display the a sample of the data captured from EKeeper.
If you are happy with this, click continue, otherwise return to Step 5 or 6 to make adjustments.
Step 10:
You are now ready to create the action.
The options are numerous.
In this example, we have chosen to create a diary entry into a Gmail Calendar.
After confirming login details to you chosen App, you are then able to create the action.
In the example here, we have chosen to create a diary entry to call a customer, where the body of the diary contains details of the customer, pulled from their EKeeper record.
Once the action set up is complete the Zap is ready to use.