Zapier Integration


The Zapier app moves info between your web apps using API. Triggers are used to automate Actions




Prerequisites:


  1. DEAR API Integration
  2. Setup Zaps in Zapier
    1. DEAR - Zapier - Third-Party App
    2. Third-Party App - Zapier - DEAR


DEAR API Integration

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To use Zapier, first you need to generate an API channel in DEAR. 


To create API integration in DEAR:

  1. Go to Integrations -> API

  1.  In API integration page, enter API name and click on Create button to generate an API channel.

  

  


Setup Zaps in Zapier

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DEAR - Zapier - Third-Party App

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  1. Set-up Trigger:
  • In Zapier, click Make a Zap! Button.
  • Enter name of Zap.
  • Choose App: Dear app.
  • Choose Trigger: Select type of triggers.
      Ex: New Customer / Updated Customer: Triggered when customers are created or updated.
  • Choose Account: Select existing API account or create new one (Get Account ID and API Key from DEAR API Integration step).

        

      2. Set-up Action:

  • Choose App: Select a third party app.

            Ex: Google Sheets

  • Choose Action: Select Type of Actions.

            Ex: Create Spreadsheet Row: Create a new row in a specific spreadsheet.

  • Choose Account: Select existing account or create a new one by clicking on Connect an Account button.
  • Set-up Template: Choose Spreadsheet, Worksheet and insert all rows, where data from Dear will be stored.
  • Finish and Enable this Zapier.



Third-Party App - Zapier - Dear

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      1. Set-up Trigger:

  • In Zapier, click Make a Zap! Button.
  • Enter name of Zap.
  • Choose App: Select third Party app.

             Ex: Google Sheets

  • Choose Trigger: Select Type of trigger.

             Ex: New or Updated Spreadsheet Row: Triggered when a new row is added or modified in a spreadsheet.

  • Choose Account: Select existing account or create new one by click Connect an Account button.
  • Set-up Options: Choose Spreadsheet, Worksheet and Trigger column, where data will be taken and pushed up to Dear.


     2. Set-up Action:

  • Choose App: Select Dear app.
  • Choose Action: Select type of Actions.
       Ex: Create Customer: Create a Customer in Dear.
  • Choose Account: Select existing API account or create new one (Get Account ID and API Key from  DEAR API Integration step).
  • Set-up Template: Insert all fields via Insert a field button.

            

  • Finish and Enable this Zap.