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  • Using Zapier With An Allmoxy Site

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    Darth Moxy

    Below is one example on how to setup a Zap to send info between Allmoxy and another app

    Here we'll create a Zap that will send company information to a marketing system (like Mail Chimp) each time a new company signs up in your Allmoxy instance 

    In your Zapier account, click "create new Zap."

    Start at the top of your Zap with the first step - in this example we will find and choose Allmoxy as the first app to connect, follow the instructions to connect your account. It will ask for your API, which you'll find in your Allmoxy account under Settings > Connections > Integrations.

    Then choose what event will trigger this Zap to fire, here we want it to fire when a new company is created. 
    image.thumb.png.35fa652974aedb15bd52a109b5c6e60d.png

    Hit continue. It will give you the option to test this trigger part of the Zap to make sure it fires when a new company is created. If you choose to test it (not a bad idea, but not required) it will direct you to go create a new company in your Allmoxy site, then click the "test trigger" button in Zapier to see if that action was captured by Zapier.


    In the second step, choose what you want to have happen when a new company is added/created in your Allmoxy site. Here we'll choose that we want it to add a new subscriber in MailChimp. 

    image.thumb.png.f5a3e2a42c4b52e0c728ada789b92452.png

    Again, this will ask you to sign in to your MailChimp account, then you can test the step to make sure it's working. 

    When you're done, click "done editing" and You should be good to go!

     

    *This article is a very basic introduction into building a two-step Zap. If you get stuck you can check out Zapier's support by going here: https://zapier.com/help


    To connect Zapier with your Allmoxy instance, go to this link:
    https://zapier.com/developer/public-invite/95517/aed84614663b2c2547980a6663802d7a/

     


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