Zapier

Zapier is a no-code or pseudo-code integration hub that allows you to integrate (through APIs) 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 to our API from Zapier through “Zaps”, and sends information into Zapier as well.

You can register to use our pre-made Zaps here.

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.

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!

For creating contacts in Zapier you have a simple and detailed options. Generally simple will be sufficient if not use detailed

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.

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.

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

1. Get URL from Zapier Zap
   1. Create new zap (Each Zap will have its own URL)
   2. Select Webhooks for Zapier as the App Event for the Trigger
   3. Copy URL Address from Custom Webhook URL
   4. Don’t click Continue yet
2. Build a Webhook action plan step in ClientTether
   1. Go to the action plan you wish to add the step in
   2. Paste URL from step 1.3 into the URL field
   3. Leave headers blank
   4. Select Post Method
   5. Select JSON for Payload style
   6. Add in the information you want sent in the Payload fields
   7. Save Action
3. Send Test from ClientTether
   1. Assign action plan to test contact
   2. Check contacts history notes
      • Note made with response from Zapier will be there
      • make sure it says status: success
4. Run the test in Zapier
   1. Go back to our Zap from earlier and click continue to run the test
   2. Your test contact’s information you sent from 3.1 should be there
5. Extract Information from Webhook to Other Software in Zapier
   1. Select the software you need to send the information to
   2. Plug it in like you would with any other Zap