Zapier Integration

Price: Free
Published: 05.02.2019
Updated: 28.05.2020
Markets: Benelux, Denmark, Finland, Germany, Norway, Sweden, Switzerland, United Kingdom
Languages: English

Zapier Integration

Power your workflows with automation between SuperOffice and over 1000 other web apps.

About this app

Automate your workflows and reduce your task list by connecting SuperOffice CRM Online with your other web applications. The Zapier integration app for SuperOffice will let you connect your CRM with over 1000 other applications, allowing them to work together on repetitive tasks so you can focus on the more important stuff.

Zapier works by pushing data between your applications through a trigger and action process called a zap. You select a “trigger”,  an event in one application, which will instigate a chosen event, or “action”, in another application. The process works through an “if this then that” methodology. Zapier then monitors your application for the trigger event and kick-starts the selected action whenever it takes place. A zap can consist of one single action or a series of actions. 

For example, if you use Slack, you can set up a zap that will notify your Slack channels every time a sale is closed in SuperOffice, or automatically send a feedback survey through Survey Monkey, every time a sale is lost in SuperOffice. Or for the more Zap-friendly among you, make a zap that will create a new contact in SuperOffice, send a welcome email via SuperOffice, and notify the relevant sales person on Slack when a lead is received from Facebook. 

You can also set up zaps to include Search and Filters so that actions are only triggered when certain conditions are met. For example, before you create a new company contact in SuperOffice as a result of a trigger, the zap can search to see if the company already exists in SuperOffice, and if so, filter the action so you avoid creating a duplicate company entry in SuperOffice. 

The Zapier Integration app for SuperOffice CRM Online opens up endless possibilities for you to connect data between your favorite business applications. Get inspired with more ideas and advice on the Zapier blog.

Key features

A Zap workflow consists of a trigger followed by one or several actions. 

The following events can be selected as “Triggers” from SuperOffice to kick-off an action:

  • New company

  • New contact

  • New sale

  • New appointment

  • New document

  • New project

  • New project member

  • Company changed

  • Contact changed

  • Sale changed

  • Project changed

  • Document changed

The following events can be selected as “Actions” inside SuperOffice:

  • Create company

  • Create contact

  • Create document

  • Create sale

  • Create appointment

  • Create request

  • Create project

  • Create request message

  • Create project member

  • Remove project member

  • Update document content

The following search options can be used as "Actions" as part of your workflow: 

  • Find company

  • Find contact

  • Find sale

  • Find request

  • Find project

In addition to creating a zap from scratch using the triggers and actions above, you may choose to use a pre-made one.  Let these Zap templates inspire you, amend them to fit you, or use them as they are.  

What’s new

This new version contains even more triggers, actions and searches which in particular allow you to create new flows that adds value to your service and ticket management.

The Zapier integration with SuperOffice have been updated with a new trigger:

  • New request - Triggers when a new request is created

And new actions:

  • Update company - Update an existing company

  • Update contact - Update an existing contact

  • Create request - Creates a new request

  • Create request message - Creates a new message for an existing request

  • Create request message attachement - Creates a new message attachement

  • Update request - Update an existing request

And a new search:

  • Find request - Finds a request by id, title, author or contact. It can create one if none are found. 

Price information

The SuperOffice Zapier Integration app is free of charge and covered under the current Terms of Service for your SuperOffice CRM Online installation.

TERMS:

Note:

Setting up zaps require in principle very little technical know-how and there is plenty of documentation to assist you. It is always, however, recommended to have a good knowledge of the data and the structure of the data that you want to connect with a zap. If you do not have this in-house, you may use any of our technical consultants or someone from our many SuperOffice partners with this knowledge. Such consultancy help is invoiced separately.  

 

Requirements

  • A SuperOffice CRM Online account
  • A Zapier login (free for basic functionality)
  • A login for any of the other applications that you want to connect SuperOffice CRM Online to using the Zapier integration app

 

 

Getting started

  1. Log in to your Zapier account or create a new account.
  2. Navigate to "Connected Accounts" from the top menu bar.
  3. Now click on "Connect new account" and search for "SuperOffice"
  4. Use your credentials to connect your SuperOffice CRM Online account to Zapier. (You need administrator rights in SuperOffice to do this).
  5. Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor.

Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup. Need inspiration? See everything that's possible with SuperOffice CRM Online and Zapier.

 

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