Zapier Integration

Zapier is a web automation app. Zapier enables business people to connect Synap to hundreds of web applications, without relying on help from developers. With Zapier you can build Zaps which can automate parts of your business. Learn more.

Early access is now available for current Synap customers. If you would like to try it out, contact us for an invitation to get started.

Before you get started

Things you’ll need before you get started.

  1. A Zapier account
  2. A Synap account
  3. An account with whatever other software you would like to tie together with Synap (here’s a list of supported apps)
  4. An idea of what you would like to automate (see below for ideas)
  5. A Synap report that’s been configured to represent the information needed for your zap (i.e. the automation of your process)

A few more things to note

  • While you can use the free plan of Zapier to get the hang of using it to connect Synap with other apps, in most cases at least a starter paid plan will be required. This is primarily to gain access to multi-step zaps.
  • Zapier is very effective for workflow automation between applications, but is not intended for full bi-directional synchronization.
  • Nor is Zapier intended as a tool for loading historical data. It is possible to rig Zapier up to load existing data, but it is intended to streamline your workflow on a go-forward basis.

Getting started

1
Once you have the invitation link from us, you’ll click through and accept the invitation. You may need to scroll down the page to see the Accept Invite & Build a Zap  button.

2

Then you should see an option to Create this Zap.

3

Next, you will select your trigger. At this time, the options supported are “New Item in Report” and “New Report.” For most use cases, you will choose New Item in Report and click Continue.

4

You will then need to Connect an Account.

5

This will take you through an authentication process where you will enter your subdomain and click Yes, Continue.


6

If you are not currently logged into Synap, this will launch the standard login page for Synap where you can login with the authentication method you normally use to access Synap.

7

Once the account has been connected, click  Save + Continue.

8

Next, you’ll choose which report you would like to use to trigger your zap when there are new entries to the report and you’ll click Continue.

9

Then, you will see a prompt that basically tells you to make sure you have at least one row in that report in order to continue. It will pull in a sample from the report to help construct the zap actions that will follow. Review the information and if it looks good, click Fetch & Continue.

10

If it successfully pulls in a sample record from the selected report, you will see a “Test Successful!” message. You can click “view your item” to check the record that was captured. Click  Continue.

11

Now that you’re finished setting up the trigger, you will be prompted to add an action.

12

First, you will choose your action app. Use the search bar to find the app where you would like to do something with the new report entry.

13

In addition to Synap, if you already have any other apps connected, you will see those first.

You will also see a list of built-in Zapier apps, which can be very useful for many things. Depending on your Zapier plan level, there can be multiple action steps in your zap. It’s common for these Zapier apps to be paired with the other apps you’re connecting to Synap in a zap.

For example, you can use the Formatter app to manipulate the data from Synap to match that of another system (e.g. splitting name into first name and last name). Or the SMS, Email, or Digest apps to create custom notifications based off of the new entries in your reports.

14

Once you’ve selected the action app, you will choose one of the available actions and click Save + Continue. See an example below of available Google Sheet actions.

And here is another example of some Hubspot actions.

15

If you select a non-Zapier app as your action app and you have not yet connected to that app, you will be prompted to Connect an Account, which will prompt you to authenticate into that app and then click Save + Continue.

16

At this point, you will use Zapier to map the information from your selected Synap report to the other application. Clicking on the plus icon to the right of each available field will load the fields from your Synap report, including the data from the sample record pulled in earlier.

17

Once you have mapped all of the required and desired optional data points, you’ll click Continue at the bottom of the page.

18

Then you will see a confirmation of what you have mapped and will be prompted to test your action by clicking Create & Continue. You can skip the test, but we don’t recommend that.

19

If your test was successful, you should be prompted to Continue. And then turn on your Zap. That’s it! You’re new workflow is all set. The next time there is a new item in the selected report, the action in the other app will be triggered.

Tips

As a rule of thumb, it's a good idea to rename your zap and, in some cases, the steps within your zap to help you remember the purpose of your zaps.

Similarly, we recommend denoting in your Synap report names or descriptions that the report is used in a zap.

Additional Information

The above information walks through the mechanics of the integration, but the interesting part of this integration is brainstorming ideas for processes you can automate. Here are some thoughts on that to get you going.

Common apps to connect with Synap via Zapier

  • HubSpot
  • Mailchimp
  • Google Sheets
  • Slack
  • Email
  • Synap
  • so many more

Zap ideas

Send new contacts (or other information) in Synap to other systems

Synap → HubSpot

Synap → Mailchimp

Synap → Marketo

Synap → Salesforce

Set up custom notifications and alerts

Synap → Slack

Synap → Email

Synap → SMS

Synap → Digest

Add notes to Synap

Synap → Synap

Google Sheets → Synap

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us