Zapier is a web automation app. It's a third party tool you can use to connect Zenkit to hundreds of other apps and services to automate repetitive parts of your business or life.
Check out our Integrations page for app integrations made possible through Zapier, or just visit our Zenkit app on Zapier to get going!
With Zapier, you create 'Zaps' which are rules for repetitive tasks. In Zapier's own words, "a Zap looks like this: "When I get a new thing in A, do this other thing in B." The first part is the Trigger and the second part is the Action." You can create Zaps to automate any part of your work or life.
Once you've set up a Zap, Zapier will check your trigger app every few minutes, and then, if the trigger occurs, it performs the action for you!
Connecting Zenkit to Zapier
When you log in to Zapier for the first time, you'll be taken to the 'Explore' page. To create your first Zap, click on the big orange "Make a Zap!" button.
You'll be taken to the Zap editor page. Here you can set up your Zap by choosing your trigger and action Zaps.
Whether you use Zenkit as the trigger or the action, you'll need to connect it. Zapier will prompt you to do this when you connect a new account during the trigger set up. A pop up window will ask you to enter your API key.
Just copy and paste your Zenkit API key from your Zenkit profile page.
Setting up Zenkit triggers
There are a few steps to setting up a trigger. First, you need to choose the app you'll use as a trigger. You'll see the apps you've already connected to Zapier under "Your Apps". If Zenkit isn't yet connected, type "Zenkit" into the search bar.
Next, you choose the exact trigger you want to use from Zenkit. Each trigger has a description so you can be sure you're picking the right one.
If you've already connected a Zenkit account or two, select one from the list. If not, click "Connect a New Account". Make sure it's the right one!
Once you've chosen an account, you can select the trigger options. Zapier gives you the ability to choose, for example, which Zenkit collection you want to be notified about new items from.
The last step is testing the trigger. Zapier will look for a sample of the trigger in your Zenkit account, and will make sure the fields and test triggers match up. Make sure you have items that match the trigger before you test! Click Fetch & Continue to run the test. You'll be able to review the test results before you continue.
Then you're done with setting up your Zenkit trigger!
Here are some examples of how you could use Zenkit to trigger other apps:
- Send an email to your work address (action) when a new activity occurs on a particular item (trigger).
- Add a reminder in Slack (action) when a new item is added to a collection (trigger).
- Add a contact to your Google Contacts (action) when a new customer is added to a CRM collection (trigger).
For more examples of how to use Zenkit with other apps in Zapier, check out our Zapier examples.
Setting up Zenkit actions
Setting up Zenkit actions is very similar to setting up triggers. Once you've set up a trigger from another app, click under 'Action' where it says '2. Set up this step' to set up an action. If you want to set up more than one action, click on the large + button to set up another, or click on the small + button to set up a filter, or an action between two existing steps. Here are a few Zenkit actions you could use:
- Create a new item in a Zenkit social media collection (action) every time your account is @mentioned in Twitter (trigger).
- Create a new item in your fitness collection (action) when a Runkeeper (or other fitness app) activity is logged (trigger).
- Create a new item in your daily tasks collection (action) when a new event is added to your Google Calendar (trigger).
When setting up an action such as creating a new item, you can match various fields from your trigger app to fields you've created in your Zenkit collection. Here, event name, location, description and date are mapped to a new item:
And here's how it looks in Zenkit: