Overview

This article will show you how to make a zap. 

Important Note

• Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.

Instructions

1. Navigate to Zapier
2. Select Make a Zap
   
   
3. Search for and select CivicEngage 
   
   
4. Select the Trigger Event that you want to use (ex. Alert Center, NewsFlash, or Calendar)
   
5. Click Continue
   
   
6. Select the Account you want to use
   
7. Click Continue
   
   
8. Select the category you would like to connect
   
9. Click Continue
   
   
10. Click Test trigger to confirm the right account is selected and the trigger is set up correctly
    
    
11. Once your screen says the test was successful, click Continue
    
    
12. Select the App that you want to connect to (for instance, you might want to search for and select Google Calendar, if you want to connect a Google account to a CivicEngage account)
    
13. Select the Action Event you want to take on that app
    
    
    • Note: The action events available will differ per app.
14. Click Continue
    
    
15. Select your account 
    
    
    • Note: This could be different per app that you are connecting to.
    • Note: You might be prompted for Zapier to have access to that account; select Allow.
16. Once connected to an account, select Continue
    
    
17. You will be prompted to fill in the fields you want to connect between apps
    
    
    • This is explaining to Zapier which fields you want to match (Ex. CivicEngage Description matches to Google Calendar Summary)
    • Note: This will be different for each app.
18. Once you have filled out all the fields, select Continue
    
    
19. You will see a summary of all fields that will be pulled/pushed from one app to another; select Test & Continue
    
20. You will see a screen saying the Test was Successful
    
    
21. Select Turn on Zap
    
    
22. Your Zap will now be turned on, Name your Zap in the top left corner
    
    
    • Note: New information is retrieved every 15 minutes; it might take that long to populate information between apps.