Agile Crm Zapier Integration

How to Automate Your Life and Everyday Tasks with Zapier

Every day, we carry out numerous small tasks. By themselves, they wear’& rsquo; t take much time. However they can build up, specifically if you consider that time for a whole year. But we’& rsquo; re technologists and it’& rsquo; s 2020. How can we use tools like Zapier to make robots

What can we make with Zapier Zaps?

The fantastic part about Zapier is each app combination makes its API available via Zapier to other app combinations giving you a ton of alternatives to connect and build powerful workflows.

Particularly, we're going to discover how to do a few things:

Sending a text every early morning if it's going to rain

Set up a weekly print task to keep your ink fresh

Receive e-mails for new jobs on Smashing Magazine's task board

While each of these jobs are small, they wind up saving you a great deal of time. And if you're innovative, you can build upon these workflows to tailor a great deal more.

What is Zapier?

Zapier is an automation tool that connects all of the apps you love and develops powerful completely automated workflows. Whether it's automating sending an e-mail or ensuring that new article gets a tweet, we can remove the manual actions of ordinary jobs to concentrate on other things that art essential.

Each time you develop a brand-new workflow, you're creating a “& ldquo; Zap & rdquo;. It's essentially Zapier's method to provide a name to the workflow you create.Beginning with a Zapier account

Before we get into setting up workflows, you'll require an account.

Signing up for Zapier is free and you get 5 free Zaps to start, so we don't need to worry about expense here.

Now let's enter into the Zaps.

Zap 1: Get a text if it's going to rain with Zapier

To get an idea of how this works, we'll begin with something easy. We're going to establish a Zap that will send us a text message if the weather condition forecasts rain.

To begin, click the big Make a Zap button on the top left of the page when you're logged into your account.

Making a new Zap Here, Zapier needs to know the very first app we want to connect. Considering that we're going to base our Zap on the weather condition, look for “& ldquo; weather condition & rdquo; and select Weather condition by Zapier. Selecting the Weather condition by Zapier integration It will then ask you to select a Trigger Event, where you'll choose “& ldquo; Will It Rain”Today? & rdquo;, then you can click the Continue

button. Picking the Will it Rain Today? event When selecting Weather as an occasion, it requires a bit of details to give us an individualized prediction. Especially, it requires your Latitude and Longitude, which we can search for utilizing latlong.net Finding latitude and longitude with latlong.net You can then enter your Latitude and Longitude into the Customize Forecast screen of Zapier, choose your Systems which defaults to Fahrenheit, and then click the huge Continue button.

At this moment, you can click Test Trigger, which simply ensures it's working, and click Continue again.

Now we're going to inform Zapier what to do with the information once it knows it's going to rain.

In the Do this ... panel, look for “& ldquo; sms & rdquo; and select SMS by Zapier

. Picking SMS by Zapier We're going to leave the App and Event as the defaults, so the next screen you can just click Continue.

SMS App and Event Now, for Zapier to send you a text, it requires to confirm that your phone number belongs to you or that the contact number is knowingly registering for these texts. To do that, it sends you a one-time PIN that you'll get in.

So click Check in to SMS by Zapier, which will open a popup window.

Here, enter your contact number, and pick Sms or Call as the verification approach at which point it will call you with a PIN.

Sign in to SMS by Zapier and send out a PIN With that PIN, enter it into the field and click Continue.

Entering the SMS verification PING At this point the window will close and move you back to the initial flow. Here, click Continue again.

Now we get to personalize the text that we get.

In the From Number field, Zapier offers a bunch of phone numbers you can use. You can either pick one number to always send out from, which you can establish as a contact so you know it's Zapier, or you can choose Random, which will use a random number each time.

Then, click within Message, and it will raise some options. I would like to know whatever possible if it's going to rain, including the likelihood, max temperature, and summary, so we can pick all or as much as we desire and once again click Continue.

Configuring Weather condition message Finally we get to check if our Zap worked. At this point whatever must be configured, so click the Test & & Review button and you need to receive a sample text!

Keep in mind: If you select a single From Number, you may be restricted in how regular you can get texts, so if you do not get it right now, that may be why. Setting random assists avoid that problem, however the the number isn't consistent.

And as soon as you're happy with the configuration, you can click Switch on Zap.

Turning on the SMS Zap You'll now get texts in the morning if the weather is predicting rain!

Zap 2: Print a test weekly with Google Cloud Print

This one does not sound amazing, but have you ever gone through an extended period of time where you didn't print something, just to end up with dried out printer heads or worse yet, a now unsalvageable printer?

We can prevent this by just running a weekly print task that keeps our printer ink good and fresh.

For this, we'll utilize Google Cloud Print. To make this work, you'll require to currently have this set up with your Google account.

Let's develop a brand-new Zap and this time for our “& ldquo; When this takes place & hellip;” & rdquo; search for and choose Schedule by Zapier.

Choosing Schedule by Zapier We can then choose a Trigger Event of Each week and click Continue.

Setting Trigger Occasion as Weekly Next, you can choose the Day Of The Week and Time Of Day you 'd like to print. I personally run this job weekly at 8pm on Sundays right prior to the start of a brand-new week. Once configured, click Continue.

Configuring Zapier schedule At this point, we can click Test trigger, which similar to before ensures it's working correctly, and then we can click Continue.

Now, for our “& ldquo;” Do this & hellip; & rdquo; we want to print, so search for and choose Google Cloud Print

. Choosing Google Cloud Print And for the action, select Submit Print Job.

Setting Submit Print Task as Action Event At this moment, you'll need to sign into Google Cloud Print. This will open a window and have you log in through Google so that Zapier can interface with the service.

Once connected, click Continue.

Now we can configure out print job. Here we'll want to define what we print.

Setting Up Print Job in Zapier In the above, we're setting up:

Which Printer: the printer we want to print to connected to Google Cloud Print

Content: this can be a URL to a file, HTML, or plain text. I'm utilizing a URL which is a simple test page I made that has some color in it

Material Type: you'll wish to set this depending on what you embed in Material. If you set a URL like I did, it must be URL

Title Of Print Task: the name of the task so you can see it in the print logs

Variety of Copies: most likely simply desire 1 so it does not waste ink and paper

Color or Monochrome: you'll wish to clearly set this if you want color. The concept is to revitalize all of the ink cartridges, so only printing black won't help the color ink, so in my case, I chose color

The remainder of the fields are optional, feel free to customize to your taste.

With our setup set, click Continue, and similar to in the past, we can click Test to see our print task in action and if we enjoy, we can click Switch on Zap!

Test print from Zapier print task If you wish to utilize the very same document, you can discover it here:

https://fay.io/printer-test.pdf

Zap 3: Smashing Publication Task Informs with Gmail

If we're looking for a job, it can be a pain to have to go to every task board every day (or every hour, am I right?). However we can automate this process when the job board supports it.

Luckily, task boards like Smashing Magazine and a great deal of others supply RSS feeds which we can hook right in to Zapier to automate getting an email whenever a brand-new task is posted.

To get going, let's create a brand-new Zap, and this time, search for RSS and choose RSS by Zapier.

Selecting RSS by Zapier For our Trigger Event, select New Item in Feed, then click Continue.

Setting New Product in Feed as Trigger Event At this point, we wish to go into a feed URL. This will be the URL to the XML RSS feed that websites provide. For Smashing Publication, you can find it here:

So go into that URL above into Feed URL (you can leave Username and Password blank), and keep Various GUID picked for What Sets off A Brand-new Feed Product. Then click Continue.

Setting RSS Feed URL Like normal, now you can check the trigger to make certain it works. If the RSS feed is valid, this will be smooth, otherwise you might see a mistake. The above URL should stand!

Evaluating the RSS feed Next, we need to choose what we wish to make with the brand-new product. Because we want it emailed, we can pick our email service, which in my case is Gmail.

Picking Gmail in Zapier For our action, we wish to Send Email.

Setting Action Event as Send Out Email Next, you want to check in to your account, comparable to what we did with Google Cloud Print. This should be your Google account that you use Gmail with.

Check in to Gmail Now when we tailor our email, we wish to consist of the following:

To: wherever you want these sent to, probably the very same account you signed into Gmail with

From: choose your Gmail account

From Name: can be anything you'll recognize, like I'll use Colbybot

Topic: can be whatever you 'd like, but an useful concept might be “& ldquo; New Job Alert: followed by selecting the title from the dropdown selection

Physique: you can leave as Plain

Body: I would suggest consisting of all tokens you'll discover practical consisting of the Title, Description, and Link

Configuring job notification e-mail Once you're done configuring, you can strike continue. Then, similar to in the past, click Test & & Review, and you ought to get your test e-mail.

Test task alert email Lastly if you're happy with the configuration, switch on the Zap, and enjoy your task search!

More Concepts

Here's more concepts to get you relocating the ideal direction:

Post Tweets to Slack: every time an account tweets or someone from a list of accounts tweets, post that tweet to Slack

Submit Github Bugs to Jira: whenever someone tags a Github Concern with a label of “& ldquo; bug & rdquo;, develop a brand-new ticket in Jira with that Concern details

Post RSS Items to Twitter: do you compose your own material? Establish an RSS feed to automatically publish a tweet with your brand-new article

Not Google Assistant

The only thing that it's missing out on for me right now is Google Assistant, otherwise I would have consisted of some Zap ideas for that.

IFTTT supports Google Assistant for simpler circulations, but Zapier can get more powerful.

Webhooks

Zapier supports web hooks implying you can actually do whatever you want. Though this is a premium function, you can establish some custom workflows based off of new data Zapier sees or accept demands that you post to set off other automations.

What's your favorite Zap?

Love hearing new creative ways to use Zapier.

Share with me on Twitter!

Agile Crm Zapier Integration