The Nextstage Zapier trigger allows you to automate workflows based on events in your Nextstage account. With this integration, you can fire events when an opportunity is created, updated, or deleted. Here are the steps to install the Nextstage Zapier trigger:
Generate a Token on Nextstage To use the Nextstage Zapier trigger, you will need to generate an API token on Nextstage. Here's how:
Log in to your Nextstage account.
Click on the admin page
Under the Zapier "Settings", generate a token if one does not exist
Make sure to copy your API token, as you will need it in the next step.
Use the Token for API Authentication in Zapier Now that you have your API token, you can use it to authenticate Zapier to access your Nextstage account. Here's how:
Log in to your Zapier account.
Click the "Make a Zap" button in the top-right corner of the screen.
Select "Nextstage" as the trigger app.
Select the trigger event you want to use (e.g., "New Opportunity," "Updated Opportunity," or "Deleted Opportunity").
Click "Connect an Account."
Enter your Nextstage API token in the "API Token" field.
Click "Yes, Continue" to test your API token.
If the test is successful, click "Save + Continue."
That's it! You have now installed the Nextstage Zapier trigger and can use it to automate your workflows based on events in your Nextstage account.