You are able to send information from IO to Zapier. The only limit to this functionality is two-pronged.
1. What can be filtered
2. What information can be shown in a report.
To set up you will first need to make sure you have an API Key generated for Zapier to use.
- In order to setup the Zap, you will proceed by creating a filter. Test the filter to make sure it is generating the desired list. This filter will be the conditions for what triggers information to be sent and what data we are working with.
- Once you have your filter set up, you will create the report of the data points to query from the filtered list. View the report within the created filter to make sure the correct data points are being reported. This report will stipulate which data points within the filtered list are sent.
- Log in to Zapier and create a new Zap.
- For the Trigger you will select the latest version of "InflatableOffice"
- When linking your IO account you will enter your API Key
- After clicking "Continue" you will set up the trigger
- There is a default name in place for the trigger which you can label with something more descriptive.
- When setting up the trigger, if you have a multi-location account you will need to specify which location we are creating this workflow. If you have a regular single-location account you can specify that option.
- Now you will select the report and filter we specified earlier.
- Once you have the correct elements selected, you can then test the trigger. Keep in mind that the test or sample data Zapier pulls will not necessarily be something that matches your filter. It's just sample data to help you map the fields. Don't worry. It will only get the filtered data once active.
- Following the test is successful and the information pulled is correct, you can then begin to link this up to whatever actions within Zapier that you desire.