Zapier: Difference between revisions

Revision as of 04:07, 18 March 2019

Zapier is a service that automates routine operations, which are usually related to data exchange between services.

Many services are integrated with Zapier; you can exchange data with the following:

Zapier generally works as follows:

an event occurs in one service;
information about it is sent to Zapier;
Zapier performs a certain action in another service according to rules that have been set up.

The logic for interaction between services must be configured in Zapier. Here is how that is done:

select an event (a TRIGGER) that occurs in Service 1;
indicate something (an ACTION) that should happen in Service 2 as a result of the event;
a SEARCH can be used to find the desired object in Service 2.

Planfix can be either Service 1 or Service 2. Planfix supports a specific set of events and actions.

@@ Line 13: / Line 13: @@
-The logic for interaction between services must be configured in Zapier. Here is how that is done:
+'''The logic for interaction''' between services must be configured in Zapier. Here is how that is done:
 *select an event (a TRIGGER) that occurs in Service 1;
 *indicate something (an ACTION) that should happen in Service 2 as a result of the event;