What is Zapier?
Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, Mailchimp, and more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. It's easy enough that anyone can build their own app workflows with just a few clicks.
For example, maybe you get a lot of email attachments in your Gmail account and you want to save them to Dropbox. Every time you get an attachment, you could open up the email, click the attachment, and then save it to Dropbox. Or you can have Zapier automate this for you, saving you time and effort.
You can find the Zapier - Getting Started Guide here.
Connect Zapier to fieldwork.
Go to www.zapier.com, sign in, or create a new account if you don't already have one.
You can sign in quickly with your Google, Facebook, or Microsoft account.
Or, If you choose not to use one of those accounts, you can set up an account by following the prompts below the Google, Facebook, or Microsoft icons.
Once you are logged in. Follow the invite link below.
Make sure to click the orange button "Accept Invite & Build a Zap".
Creating your first Zap
Click the box Choose an event. For this example, we are going to create a zap for adding a New Customer.
Click Continue.
Verify the information in each of the fields match. and click Continue.
