4 Ways to use Zapier to take Advantage of the Zerion API
Reported by: Ben Ray, Zerion Solutions Engineer (and Black Belt Form Builder)
Not a Developer? Neither am I. Using the Zerion API with Zapier, I can easily turn complex manual tasks into a time saving automated solution to alleviate repetitive tasks.
Using Zapier, no development knowledge is required, which is why I absolutely love the tool. Before Zapier, integration with an on-premise server could be taxing and tedious. It could take many hours/days/weeks to build a custom web service that would properly integrate with Zerion. Using Zapier, this can now be configured in a matter of minutes!
What is the Zerion API?
The Zerion API is a set of developer tools that allow you to automate your workflows. Below are some examples of how to put the API to use:
- Automatically populate a look up table from your back-end database.
- Auto-Assign records to a specific user based on a set of conditions.
- Populate your back-end database from an Zerion record submission.
- Automatically update Pick-lists with new options from your back-end system.
Why use Zapier?
No Developer. No Problem. Custom Web Services are replaced by Zapier in a simple field mapping interface. When a trigger is fired in Zerion (new record, new user, new form, new widget, new company profile) an action is triggered in Zapier or vice-versa. This action can be with one of the 300+ and counting Web Service Apps that Zapier supports. For a list of supported Zapier AppsClick Here.
How to use Zerion & Zapier
1Create a New Zap and select iFormBuilder as the trigger.
Choosing iFormBuilder as the trigger will give you access to the many triggers Zapier supports like:
- New User
- New Form
- New Company Profile
- New Record
- New Widget
2 Choose an Action
Zapier’s 300+ supported apps can be used as actions for the iFormBuilder Triggers.
Check out the Zapbook!
3 Configure the Zap
All Triggers and Actions have a standard configuration process that maps fields from iFormBuilder into fields from Zapier.
4 Turn the Zap on
Once the Zap is turned on, it will send a test trigger to ensure the service is behaving appropriately.With Zapier, you can easily take advantage of the advanced Zerion API, and begin revolutionizing how fields team collect data. I work with customers every day who are looking to automate their workflows, and Zapier is my tool of choice for business users and developers.