In this article, we cover Zapier, including how to create and manage a GovSpend Zap and available templates.
What is Zapier?
Zapier is a third-party tool that automatically creates integrations between different solutions and allows them to be used in a single workflow.
How to Create a GovSpend Zap
Note: The workflow showed in this video uses tagging in GovSpend. Visit How to Tag Records to learn more.
GovSpend templates in Zapier:
- Update agencies and create contacts in Salesforce when purchase orders receive new tags in GovSpend
- Update agencies in Salesforce from new tagged purchase orders in GovSpend
- Find or create an agency in Salesforce with new tags for GovSpend bids
- Assign tasks to agencies in Salesforce when GovSpend bids get new tags
- Update agencies and create contacts in Salesforce when GovSpend contacts receive new tags
- Send Slack messages with new tags to purchase orders in GovSpend
- Send emails in Gmail when purchase orders in GovSpend receive new tags
- Create rows in Google Sheets spreadsheets from new tagged purchase orders in GovSpend
- Create cards in Trello from new tagged purchase orders in GovSpend
- Create or update Zoho CRM accounts with new tagged purchase orders in GovSpend