Zapier integration

Zapier is an application that delivers the power of automated tasks without requiring any experience or technical skill. You can use Zapier to direct triConvey to copy and paste information to any one of Zapier's 5000 other app integrations. It is a way of building workflows and accomplishing simple tasks.

Learn more about Zapier and the apps they connect to from their website.  Zapier has also put together a Quick-Start Guide to creating your first Zap.

Table of Contents

• Getting Started
  

• Connect triConvey to Zapier
• Create a Zap with triggers
• Supported triggers and actions
• How to get help with the integration

Getting Started

As our triConvey software is powered by Smokeball, you can utilise all Smokeball integrations using your triConvey credentials.

Connect triConvey to Zapier

1.    Log in to Zapier and navigate to My Apps. 

2.    In the search bar, search for Smokeball and select Connect.

3.    A new window will open to confirm your region.

4.    Click Yes, Continue to Smokeball.

5.    Once you have connected your account username and password, Smokeball will be listed among the other apps you’ve connected to Zapier and you’ll be ready to create Zaps using Smokeball triggers and actions.

Create a Zap with triggers

1.    Select Create Zap from the left menu on Zapier.

2.    Select Smokeball from the app list in the Trigger or Actions section to see the list of events you can choose from.

3.    Depending on the event you have chosen, a list of actions will populate under it. Enter the information you wish to add to the Zap before publishing it.

Supported triggers and actions

Currently the triConvey app contains the following triggers and actions:

How to get help with the integration

If you need assistance connecting to Zapier, or have questions about the available triggers and actions, contact our Support Team. 

If you need assistance with Zapier in general, contact Zapier Support on their website.