Summary
This article explains how to integrate your HandsHQ RAMS account with another system via Zapier, a 3rd party integration management tool.
What this article covers
Creating your first Zap
What is Zapier?
Zapier is a platform that simplifies tasks by connecting various software applications. With Zapier, users can construct workflows that execute tasks automatically, enabling them to focus on other things.
HandsHQ can be connected to many other systems via Zapier, meaning you don't need to do any programming work to connect and automate various tasks.
Zapier has an extensive selection of application programming interfaces (APIs), allowing users to optimize different areas of their business. Workflows in Zapier are called Zaps and consist of two parts: a trigger, which is the initial event, and one or more actions that occur in other applications when the trigger is activated.
Creating your first Zap
First, you must create a Zapier account if you don’t already have one. They have both free and paid plans.
Once your account is set, to create a zap, you need to click on Create Zap where you’ll be prompted to pick an app as your trigger.
Next, you’ll want to configure your desired action or a Trigger event. This is the event that happens in your trigger app that signals Zapier to start your Zap.
Once you authenticate this app, you can customize the action further by pulling in dynamic text and fields.
Lastly, you have the option to test the Zap to make sure it works correctly.
Practical examples: Salesforce and simPro RAMS integrations via Zapier
Here are detailed examples of how you can use Zapier for your integration with HandsHQ:
FAQs
I’m getting an error which says that user details aren’t valid.
For the user mentioned in the Zap to be able to create a project in HandsHQ, the user needs to exist in the respective division on HandsHQ.