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