Zapier is a web-based automation tool that allows you to connect Aptly with other apps and automate workflows. With Zapier integration, you can easily create zaps that use Aptly data as well as insert data into Aptly.
In this article, you will learn:
- How Aptly and Zapier can work together
- How to Integrate Zapier with Aptly
- How to Set Up a Zap
Zapier Functionality
Zapier allows you to create automated workflows, called zaps, that connect Aptly with other apps. A zap consists of a trigger and an action. When the trigger event occurs in Aptly, Zapier automatically performs the action in the connected app or vice versa. For example, you can create a zap that adds a new card to Aptly for new Instagram leads.
Zapier offers a wide range of integrations with popular apps like Google Sheets, Slack, Trello, and more. You can also use Zapier to create custom integrations with any app that has an API. The only limitation here is that you can only create Zaps with events that the app currently offers. For example, with RentCheck, you can only trigger a Zap in Aptly based on the events listed in the image below.
How to Integrate Zapier with Aptly
Get Invited to Use Aptly with Zapier
Before starting Zapier, you must be invited to use Aptly in Zapier. You can do this by sending us an email at help@getaptly.com. We will send you the invite link. You can also find the link in the community: Zapier Invite.
Enable Zaps for the Board
Once you’ve been invited, you’ll need to toggle ON the Zapier integration in Aptly for the board that will be receiving Zaps or triggering Zaps.
- Click on Card Sources in the Board Settings Menu on the left.
- Scroll down to the bottom and click on Zapier.
- Click on the toggle so it appears in the green, on position. A unique Zapier User Authentication Token will appear in the box.
How to Set Up a Zap
To integrate Zapier with Aptly, follow these steps:
- Log in to your Zapier account and click on the + Create Zap button.
- Choose a trigger app and select the trigger event you want to use.
- Connect your account by logging in.
- Configure the trigger settings and test the trigger to make sure it's working correctly.
- Choose Aptly as the action app you want to use and select the action you want to perform.
- Connect your Aptly account and configure the action settings. You’ll have all of the card fields available. You can select data from the Trigger app and decide where you want that information to appear in Aptly Card Fields.
- Test the zap to make sure it's working correctly. Validate that the information from the trigger app is correctly showing in Aptly.
- Turn on the zap to start automating your workflow.
Zapier integration with Aptly allows you to automate your workflows and save time on manual tasks. By creating zaps that use Aptly data, you can streamline your processes and improve your productivity. Try integrating Zapier with Aptly today and see how it can benefit your business.