IMPORTANT: Make sure to use https in your published Zingtree URL when using Zapier. Using Preview or the Publish tool, navigate your tree, and when you reach the node that triggers the send, you should see something in your inbox.

Under Webhook to Call, select Zapier: Zingtree to Email.

Edit the node that you want to trigger sending data to Zapier.

This can be triggered from one or more nodes when they are seen by the end-user of your tree. The final step is to tell Zingtree when to send all the data collected in a session to Zapier.

Continue following the rest of the Zapier prompts to send data to the app of your choosing.

If the connection works properly, you’ll see data fields from any previous sessions.

This will show what fields are available for you.

You’ll be asked to test and review the data.

Enter your Zingtree API key and the Tree ID to attach to this zap.Give your Zap a name, then find Zingtree from the list of apps:.In Zingtree, go to Account, My Apps, and choose Add Zapier Zap.But if you’re reading this article, you’re invited! The Zingtree Zapier app is currently invite-only. Most of our customers want to send data from Zingtree to another app, so we’ll demonstrate how this is done here.īefore starting, you may want to examine a demo tree from our Gallery that gathers data and sends it to Zapier, or copy it to your account. When using Zapier, you create “Zaps.” A Zap has a “trigger,” which is the source of the data, and an “action,” which is where the data gets sent. Create Trello cards from trees, and include customer notes and session data.Save new customer information in a Google Sheets row.Send data collected in a Zingtree session to Zoho, Highrise, or any other CRM.Here are some cool things you can do with Zingtree and Zapier: In case you haven’t heard of it, Zapier is a tool that simplifies data exchange between various web applications. We are looking for beta testers! If you’re interested in trying out Pagico 7 and its Zapier support before everyone else, please let us know! In return, we’ll get you a copy of Pagico 7 for free! But please hurry, we’re only looking for 10 beta testers at the moment.Our Zapier app makes it easy to send data collected during each Zingtree session to 2000+ applications supported by Zapier. It could be your Pagico Inbox, or any specific project (or contact) in your workspace.

You can configure to only trigger the automation if the incoming event matches certain keywords, and you can choose precisely where the incoming data will be saved in Pagico. New Email (matching certain keyword) -> New Note in Pagico Inbox (or any project/contact in your workspace)Īnd of course, you can customize the connection any way you like.Tasks Assigned to Me (via inline link) in Pagico -> Email notification or Google Calendar Events.New Tasks (matching certain keyword) in a Pagico Workspace -> Email notification to a desired recipient.New Comments in Pagico -> AIM notification (or email notification).New Evernote Notes (that match certain keywords) -> New Notes in Pagico Inbox (or any project/contact in your workspace).New Google Calendar Events -> New Tasks in Pagico Inbox (or any project/contact in your workspace).New Tasks in Pagico Inbox -> Google Calendar Events.The sky is the limit! To give you some ideas how this would work, here are a few Zaps that we’ve been playing with: You can combine Pagico with literally any app and it will just work. It is a really cool concept, and users can come up with amazing automations that saves considerable amount of time.Īnd now, Pagico 7 now has this superpower as well. For instance, you can turn newly received email messages into Evernote notes, or convert a Google Calendar event into email invitations to your colleagues, etc. Similar to IFTTT, Zapier allows you to connect one app to another. In case you didn’t know - Zapier is an awesome service that creates automation across applications.

Do you use any of these apps? Would you like Pagico to work with any of them and exchange data? Well, Pagico 7 can easily connect to all of these apps.

Pagico and zapier