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Zapier integration

Zapier is an online automation tool that connects your favourite apps and services to automate repetitive tasks without needing to code. It operates by linking two or more apps to create automations, known as Zaps, which trigger an action in one app when something happens in another.
Zyllio provides a native Zapier integration that allows to trigger Zaps when Zyllio data have changed

Pre-requisites

A valid Zapier account is required to connect Zapier and Zyllio solutions.
In addition subscription to Zyllio Enterprise Plan is needed to activate this feature

Configuration

Zapier integration could be activated from Settings / Integration tab by switching on the top right button as per this picture
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The settings card provides a unique API Key to copy paste within the Zyllio connections within Zaps. See below

Create a Zap

Connect to Zapier dashboard and create a Zap as per this picture

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Search and select zyllio

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Select event : Table updates

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Connect to new account

Copy and paste the API Key from Zyllio settings and press continue
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Trigger configuration

Select the Zyllio table that will trigger this Zap on data updates and click continue
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Test trigger

Insert a new row within the Zyllio table to retrieve sample data and click test trigger
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Create a GMail step

Connect to your GMail account and click continue
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Configure GMail template

Configure the email by picking data from Zyllio sample data as per the picture and click test.
An email will be sent by Zapier
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Publish Zap

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