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Commit 47be88a0 authored by Jitendra Purohit's avatar Jitendra Purohit
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# CiviCRM Zapier Integration
Triggers a zap configured on https://zapier.com/ from CiviCRM.
This extension facilitates the activation of CiviCRM triggers configured during the creation of a zap on [zapier.com](https://zapier.com).
Supports 3 triggers: Contact, Membership & Participant.
The application that offers CiviCRM as an app on Zapier is available at https://github.com/fuzionnz/civicrm-zapier.
The extension is licensed under [AGPL-3.0](LICENSE.txt).
......@@ -13,30 +13,32 @@ The extension is licensed under [AGPL-3.0](LICENSE.txt).
## Usage
### Create a new CiviCRM Zap on Zapier.com
- On your [Zapier](https://zapier.com/) account, create a zap with App Event = CiviCRM.
- Choose Event = New Contact
- In the CiviCRM account field, setup a new account for your site as mentioned below.
### Create a new Zap
- On your [Zapier](https://zapier.com/) account, create a zap.
- In the Triggers section, choose CiviCRM.
- In `App & Event` tab, Choose Event = New Contact
- In the CiviCRM account field, connect your CiviCRM site to Zapier.
- #### Connect your site account on Zapier.
- Website Base URL = your site base url Eg http:://www.example.com
- Website Base URL = your site's base URL.
- Api Key = api key of the permissioned contact.
- Key = CiviCRM site key found in civicrm.settings.php.
- When you view the zap - a hook URL is displayed. This is added to your civicrm extension settings. This hook can be viewed at `Administer => Zapier Hooks` menu page on your civicrm site.
- Test your trigger in the next step to confirm successful communication between CiviCRM and Zapier.
![Screenshot](/images/connect_civicrm_on_zapier.jpg)
- Set up an action for a third-party app, such as inserting a row in Google Sheets. A fully configured zap should look like this:
- Setup an action for a third party app, Eg insert a row in the Google sheet. A fully configured zap should be displayed like -
![Screenshot](/images/zap.png)
![Screenshot](/images/zap.jpg)
### On Your CiviCRM Site
### On your civicrm site
- Create a civirule that triggers on “Individual is added”.
- In the Linked Action(s) section, Add an action with value = `Trigger Zap` and click save.
- Create a CiviRule that triggers when "Individual is added."
- In the Linked Action(s) section, add an action with the value = `Trigger Zap` and click save.
- On the next page, set “Select triggering Zap” = “Create Contact” => Save.
Now, when a contact is created in civicrm, the civirule is triggered which further triggers the zap on [zapier.com](https://zapier.com/) to process the third-party app action.
Now, when a contact is created in CiviCRM, the CiviRule is triggered, which further triggers the zap on zapier.com to process the third-party app action.
Test by creating an individual contact on your site.
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images/connect_civicrm_on_zapier.jpg

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images/zap.jpg

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