Introduction

Zapier is an online tool that you can use to connect different apps with each other and automate various tasks. Zapier allows you to create connections that push data between the apps. Each trigger or connection is called a Zap. Basically, Zaps are just a blueprint for a particular task you want to be done constantly. You can create a Zap where you tell the program that, when you perform task XYZ it should perform task ABC. In this case, the first part is referred to as the Trigger and the second part is the Action.

As a Muvi One customer, you can push data to other 3rd party tools i.e. Salesforce, Mailchimp, etc. through Zapier. Or if you have an account in other 3rd party tools, then you can push data to Muvi One through Zapier.

Integrating Zapier

When creating the Zaps, first, you need to create the Trigger App (i.e. When This Happens) and then create the Action App (i.e. Do This). If you want to push data from Muvi to any third-party tool (e.g. Salesforce, HubSpot, GitHub, etc.), then add Muvi as the Trigger App and the other third-party app as Action App. Do the reverse, if you want to pull data from any third-party tools (e.g. Salesforce, HubSpot, GitHub, etc.) to Muvi.

• Adding the Trigger App (“When This Happens”)

• First, you need to signup with Zapier.
• Once you signed up and logged in, click on “Zaps” on the left-hand side
• Click on Make a New Zap
• Rename your Zap (e.g. New Account Created in Muvi, New Registration in Muvi, etc.)
• Search for “Muvi” App
• Click on the “Muvi App”
• Click on “Continue”
• Click on “Sign in to Muvi”
• Type your Muvi User ID, Password, and Auth Token (Please click here to know how to get the Auth Token)
• Click on “Yes, Continue”. You will be signed in to Muvi One.
• Then, click on “Continue”
• Click on “Test Trigger” to test your trigger. When the test is successful, you will see the green tick mark.
• Click on “Continue”.

• Adding the Action App (“Do This”)

• Search the action App to integrate. (e.g. Salesforce, Hub Spot, Git Hub, etc.)
• Choose the event from the list of events (e.g. Create Account, Update Account, Find Record, etc.)
• Then click on “Continue”.
• Sign in to the App you have selected (e.g. Salesforce, HubSpot, GitHub, etc.)
• Click on “Continue”
• Choose the field(s) that you want to be created/updated on the trigger
• Click on “Test & Review” to test the trigger. When the test is successful, you will see the success message.
• Click on "Turn on Zap".
• When the Zap is created you will see the apps will be updated when any action is triggered. In this case, a new HubSpot account is added when any new account is created in Muvi.
• You can also do it the other way. For instance, you can pull data from other apps (e.g. Salesforce, HubSpot, GitHub, etc.) to Muvi.