Help / / Connecting ConveYour with Other Apps using Zapier

What is Zapier?

Zapier makes it easy to move information between web apps automatically. Thousands of business rely on Zapier each day to move data from one app they use to another without building or maintaining custom code. In fact there is zero coding involved.

An easy way to think about Zapier is with a “when, then” statement. Here's an example of what Zapier can do.

When someone joins one of your ConveYour campaigns, then add the new joiner to my Mailchimp email list.

That's what Zapier can do! Zapier calls these little when, then; if “this then that integrations” called “Zaps”. For each zap, step one is a trigger and step two - its related action. A zap really just takes a user behavior -- such as a person registering for a freebie in a Shopify sales funnel and converting that behavior into some business activity - like adding them to your existing ConveYour campaign - as an example. Zapier sends data from one app to ConveYour and vice versa. It's really versatile! For example, Zapier could be used in conjunction with your DocuSign account to have reps sign new agreements, or collect signed agreements from customers.

The following video introduces you to the application, Zapier.

The following video provides a few examples of ways Zapier could be used to integrate other applications with ConveYour.

Using Zapier to Connect ConveYour with other Apps

To access Zapier - go to Settings > Integrations:

integrations
from Settings > Integrations, select Zapier

Then: "Click Here to get Access" - which will take you to Zapier to create an account! (see link in screenshot below)

When you set up an account with Zapier, you actually will "accept the invite". You will need your App Key and Token numbers from ConveYour in order to link and accept the invitation:

zapier integration
Click here to get access - takes you to Zapier. Setup your Zapier account, and then when prompted, you will need to copy and paste the Appkey and Token #'s in Zapier to connect to Zapier.