Zapier

August 20, 2020

Overview

Zapier is a no-code or pseudo-code integration hub that allows you to integrate or send “Zaps” between two other software platforms.

A “Zap” is a packet of information that is pulled from one software platform, and formatted by Zapier so it can be used by the other.

ClientTether takes in information from Zapier through “Zaps”, and sends information into Zapier as well.

Please keep in mind this a support page for ClientTether not Zapier. This content focuses on how to use Zapier with ClientTether, not how to use Zapier in general. For more information on just Zapier, please visit their support pages by clicking here.

Topics

How to add ClientTether to your Zapier Applications

Currently, to add ClientTether to your Zapier Applications you will need to reach out to one of our Client Success Managers, Kurt Brown or Shae Colton and request access. Their emails are Kurt@ClientTether.com and Shae@ClientTether.com.

They will coordinate for you to get an email with an invitation for you to be able to add ClientTether to your Zapier Applications.

Please follow the directions provided in this email to the letter.

Especially be sure to update the Access Token and Web Key to match what is in your API settings that can be found in your account settings in the API tab (as you might suspect). Please note this is the most common mistake people make is not updating these credentials.

A note, if your ClientTether account is a sub-account, meaning you are part of a larger organization, a franchise system, or a dealer network using ClientTether, you will not see an access token. You will need to reach out to your headquarters to get access to the enterprise access token in their account.

Click here to see the slide deck used in the video presentation.

How to Build a Zap to get information into ClientTether

  1. Go to Zaps (Menu on left side of screen)
  2. Click “Create Zap” Button
  3. Select Application you are sending information into ClientTether from
  4. Select the triggering event
  5. Select Account
  6. Run Test to ensure it can access the needed information
  7. Select ClientTether to receive the information
  8. Select what you would like ClientTether needs to do with that information
  9. Select ClientTether Account – If you need to add a new account here click new account and update the web key.
  10. Fill out correct information
  11. Run Test
  12. Your Zap is good to go!

How to use Zapier’s Parser to Send Information Out of ClientTether

If you’d like to push information from your ClientTether account into an operations platform or other tool, you will need to set a Zapier parser to receive and route this information to the platform you’d like to integrate with. This Section is broken into three sub sections

  1. Creating a Zapier Parser Mailbox
  2. Creating a Zapier Parser Template
  3. Creating a Zap from a Zapier Parser

Creating a Zapier Parser Mailbox

  1. Go to https://parser.zapier.com/
  2. Select “Log in with your Zapier Account”
  3. Select “Authorize”
  4. Click “Create Mailbox”
  5. Click “Skip Waiting”
  6. Name the Mailbox (all letters need to be lowercase) something that tells you exactly what it is used for.
  7. Click “Save Address in Template” button on lower left part of the screen.

Creating a Zapier Email Parser Template

  1. In your ClientTether account go to Action Plans menu
  2. In the Action Plan that you will use to send information, create a step that sends an email (with the “Client excluded” option checked) to the Zapier Mailbox.
  3. Create a format for information to be sent. We recommend using easy headers, such as “First Name:”, “Phone:”, etc. You’ll want to use each corresponding Token following each header, which will be automatically populated by ClientTether when sent.
    1. Example:
      First Name: {{client.firstName}} ||
      Phone: {{client.phoneCell}} ||
  4. Next use a contact to test this on.
  5. Go back to your Zapier Parser Mailbox list.
  6. Select settings Icon on far right of the row of the Mailbox you wish to add a template for
  7. The Template will auto fill the email you just sent.
  8. Highlight where the information is with the mouse and name them accordingly.
  9. Click “Save Address and Template”
  10. Go back to ClientTether, and send a second email.
  11. Check your Zapier Parser Mailbox by clicking on “View Emails” just right of the correct mailbox.
  12. Look over the email you sent in. Make sure that it has extracted the information correctly.
    1. If it has not, then click “Report inaccurate” and re-highlight the correct portions. Then retest.
    2. If it has, then your parser is set up and ready to go.

Creating a Zap from a Zapier Parser

  1. Click “Zaps” on menu on left side fo the screen
  2. Click “Create Zap”
  3. For Choose App & Event look at Built-In Apps, and Select “Email Parser by Zapier”
  4. For Choose Trigger Event select “New Email”
  5. Click “Continue”
    1. If first time using a parser click “Sign in to Email Parser” by Zapier
    2. Click Authorize in pop up window
    3. Click Continue again
  6. Select Correct Mailbox
  7. Click “Continue”
  8. Click “Test Trigger”
    1. If nothing fills in then there are no emails in that Mailbox.
  9. Click Continue
  10. Select the App you wish to send to
  11. Choose what Action Event you want Zapier to do in the Application
  12. Click “Continue”
  13. Select the correct Account
  14. Fill in correct information for Zap as prompted
  15. Click Continue
  16. Click “Test and Continue”
  17. Check You application and make sure everything was entered correctly