Please Note: For information on how to connect your ISN to your Zapier account, click here.
Zapier is a powerful automation tool that connects various apps and services, allowing users to streamline workflows without any coding knowledge. By automating repetitive tasks, Zapier saves time, reduces manual errors, and boosts productivity. It supports thousands of integrations, enabling seamless data transfer between apps like Google Sheets, Slack, and Trello. Businesses and individuals can set up "Zaps" to trigger actions automatically. This can improve efficiency and help users focus on more strategic tasks by handling routine processes in the background.
While setting up Zapier, you'll need to tell Zapier to talk to ISN. You do that by adding ISN as an App Connection.
You will use your ISN API access key and secret key in Settings > My Access Keys to connect your ISN account to Zapier.
Some definitions to help you get started:
Trigger: the thing that happens first (e.g. a new inspection gets scheduled)
Action: what Zapier does because of the trigger (e.g. create a task in Trello)
Zap: the Trigger and Action taken together
Now you can create your first Zap:
Hit the Create button and choose the Zaps option. (note: after this step, you'll be able to name your Zap).
Zapier has a Copilot feature that helps you create your first Zap. We also recommend watching the video in the Learn the Basics widget on this screen.
You will select a Trigger Event in ISN from the dropdown menu, and once a trigger has been selected you can determine what action should happen when that triggering event occurs.
This is the list of Triggers currently available in Zapier:
1. Inspections
Order Created
Order Scheduled
Order Completed
Order Canceled
2. Payments & Docs
Order Paid
Order Signed
3. Updates & Changes
Client Updated
Agent Updated
Event Created
Event Updated
Note Created
This is the list of Actions currently available in Zapier:
1. Inspections
Create Order
Create Calendar Event
Update Calendar Event
2. People
Create Client
Create Agent
Find Client
Find Agent
3. Tasks
Create Task
Complete Task
Finally, you'll need to test the Zap to ensure connection is working! Zapier has introduced a handy AI Co-Pilot that can guide you through creating a Zap if you describe what you're trying to do.
If you have any questions about this information please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.