🔀Zapier
Last updated
Last updated
Zapier is a powerful automation tool designed to interface with thousands of the most well-known applications, such as Gmail, Slack, and Todoist, effectively streamlining your workflow. In a matter of minutes, you’re capable of configuring automated processes (which we refer to as ‘Zaps’), that can transform NinjaPipe into a central hub for managing your sales workflow. Zaps are incredibly versatile. They allow you to generate new leads, modify the status of a deal, attach files to an account, and perform a plethora of other tasks.
This means there’s no need for tedious manual labor. These automated actions not only save you precious time but also reduce the risk of human error and ensure a more consistent and efficient workflow. By creating a bridge between your favorite apps and services, Zapier offers a powerful way to create complex, automated workflows that can significantly enhance productivity and streamline your daily tasks.
As of now, we have a few zaps available for you to use along with some pre-designed recipes. We will continue to add new zaps as we go.
Triggers
You can use the following Zapier Triggers:
New Contact: Triggers when a new contact is created in your NinjaPipe Workspace New Deal: Triggers when a new deal is created in your NinjaPipe Workspace
Actions
You can use the following Zapier Triggers:
Create Contact: Automatically create a new contact when data is received
Create Task: Automatically create a new task when data is received
To get started, select the NinjaPipe Zap from Zapier:
Once you select it, you will be prompted to sign in to your NinjaPipe account.
Sign in with the following details:
Email: Your NinjaPipe Email
Password: Your NinjaPipe Password
Tenant URL: Your NinjaPipe Organization URL. You can contact your administrator to get this.
If you connect this trigger, your zap will execute as soon as a new contact is added at any given time on your NinjaPipe workspace. You can connect this with different other applications for varying purposes.
You can test the trigger by creating a new contact via your NinjaPipe Mobile app or your web app and Zapier will detect that new contact. You can skip the test if you want to.
If you connect this trigger, your zap will execute as soon as a new deal is added at any given time on your NinjaPipe workspace. You can connect this with different other applications for varying purposes.
You can test the trigger by creating a new deal via your NinjaPipe Mobile app or your web app and Zapier will detect that new deal. You can skip the test if you want to.
If you connect this action to any of your other triggers, your zap will create a new contact entry in your NinjaPipe workspace. You can connect this with different other triggers on Zapier for creating contacts from different sources.
You can test the action by executing the connected Trigger. The following are the required fields to create a new contact:
1. First name
2. Last name
3. Email
