What is Zapier? FAQ

Many Brivity customers opt to funnel their lead sources between the systems they use for their businesses. Zapier provides a connection that they call 'Zaps' which are workflows that connect data in a one way stream.

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                                                                          Source: zapier.com

 

Commonly Asked Questions:

Q: What is a Zap? 

A: A Zap is a connection, or integration, between two or more apps that automates your task.  A Zap consists of a "trigger" and an "action".  Virtually, a blueprint of a task you want to do over and over again. "When A happens, do B" Where A is a Trigger and B is an Action.

 

Q: How much does Zapier cost?

A:

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Q: How do I set up a Zap connection with my Brivity CRM?

A: Follow the steps on the Brivity Support article Integrate 1,000s of systems using Zapier here.

 

Q: Why did my contact not sync?

A: A few reasons a zap could fail include:

- The template within the zap is not filled out completely or properly. Find out how to properly set up your Zap here.

-Too many tasks were triggered at once and it flooded the system.  This is a safety feature for instances of 100+ tasks attempting to fire.

- A connected app got disconnected.

-There is a payment issue within your Zapier account.

 

Q: Can I Zap my existing data? (from before the Zap was created)

A: No. Existing data won't update, only new information can trigger a Zap to go off.  Zapier uses event-based triggering. Piesync might be an option for full database syncing.

 

Q: How do I sync my data two ways?

A: Zapier offers a sync in only one direction. A PieSync connection might be a more viable option for doing a two-way sync.

 

Q: What can I connect to Brivity with a Zap?

A: You'll find a list of Zapier's supported apps here.

 

Q: How do I know if a connection failed?

A: In the Task History tab in your Zapier account you will find a list of all attempted Zap activity.