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Integrating Zapier with Archie
Integrating Zapier with Archie

Setting up Zapier

Camilo avatar
Written by Camilo
Updated over 10 months ago

In this article, we will review the steps required to integrate your Zapier account with Archie. Before starting these steps, you must have already created an account in Zapier.

Zapier allows you to create automatic tasks for specific actions, most of the settings will be done from the Zapier portal.

Step 1. Get your API token in Archie

  • Go to Settings/Integrations/App market place

  • Locate the Zapier account and click View integration

  • Copy the API token, we will be using this token in the next step

Step 2. Access your Zapier account

  • Log into the Zapier portal

  • Go to Zaps and click Create Zap

  • Click the Trigger field

  • Search for the Archie app and select it

  • Select the Event desired from the right list and click Continue

  • You will be prompted to connect your Archie account

  • Click the Sign in button

  • Add the API key obtained in the first step, and click Yes, Continue to Archie

  • Click the Action field and set the action that you desire

  • Publish your Zap

  • For more information about creating a Zap in Zapier, you can refer to this link.

Step 3. Reviewing your Zapier integration in Archie

  • Go to "Settings/Integrations/App marketplace"

  • Locate the Zapier app and click View integration

  • After you publish your first Zap, you will see that the app is Connected

  • Click the Mapping tab to view all the current active Zaps

Archie tip: Actions can't be performed from this part, to create, delete, or modify a Zap, you will need to log in directly into the Zapier portal.

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