Automate using Zapier
Overview about Zapier no-code integration
What is Zapier?
Zapier is an online automation tool that connects your apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. You can use Zapier to connect Hyperline to heaps of other tools your team is using such as your CRM, your accounting software, your product, and more.
What is a Zap?
A Zap is an automated workflow that connects your apps and services together. Each Zap consists of a trigger and one or more actions. When you turn your Zap on, it will run the action steps every time the trigger event occurs.
Trigger and action
A trigger is an event that starts a Zap, an action is an event a Zap performs after it is triggered. For example, if you want to create an account in your CRM each time a customer is created into Hyperline, the trigger is “Customer Created” which will trigger the action “Create an account in CRM”.
You can use the Hyperline app in Zapier to automate things like creating new customer from CRM, sending invoices to your accounting software, or pushing using data into Hyperline.
Learn more about the basics of using Zapier.
More resources
There are lots of helpful guides in Zapier’s help center, but here are some of the most useful ones to refer to when using our Zapier app:
- Learn key concepts in Zapier
- Automation basics
- Using Filters in Zaps
- Using Formatter in Zaps
- Troubleshooting errors in Zaps
Connect Hyperline and Zapier
Zapier integration is in private access. To access the invite link, click the ‘Connect’ button on the Zapier card in the Settings > Integrations page of your Hyperline account.
Here’s how to connect Hyperline to Zapier:
- Log in to your Zapier account or create a new account
- Navigate to Zaps from the left sidebar
- Click on + Create, search for “Hyperline”, and select it
- You’ll be ask to Sign in, and be prompted to add an API Key, which you can learn how to generate in Hyperline here.
- Once you’ve added it in Zapier, click Yes, Continue to Hyperline.
When this is completed you can start creating all the automation you want! Creating a Zap requires no coding knowledge and you’ll be walked step-by-step through the setup.
By default, this connection to Hyperline will be private and only able to be used by you. If you’d like to share it with your team, click Share. Add the members or teams you want to share it with, or select Share with everyone, then click Done. Learn more about sharing app connections.
Follow this example guide to set up a Zap that sends your business metrics to a Slack channel regularly.