Introduction:

The Zapier service makes it possible to integrate two systems through the use of Triggers and Actions. For example adding a row to a Google Spreadsheet (trigger) can create a message in a Slack channel (action).

Zapier users that pay for the premium account are able to add multiple steps including decision trees and filters allowing them to send a trigger to a particular action based on it's contents. This gives users the ability to create complex workflows between applications.

API endpoints have been added to eKeeper to send triggers to Zapier and respond to actions. 

The integration currently has the following actions and triggers:

• Triggers
  • Insurance Product Status Changed
  • Mortgage Product Stage Changed
• Actions
  • Create New Insurance Product
  • Create New Mortgage Product.

Contents:

• Zapier - Setup and Authorising eKeeper Account
• Zapier - Using a Trigger
• Zapier - Using an Action
• Zapier - Troubleshooting
• Zapier - API Endpoints