Setting up Zapier
How to set up the Zapier integration.
Zapier is an app that lets you connect your Nexudus account with other external platforms such as MailChimp, Slack or Zendesk. Once linked with Zapier, you can use the software to create a Zap, which will let you automate different processes. You can have a Zap that generates a subscriber to your MailChimp account every time someone signs up to your Nexudus account. Another example is a Zap that generates a support ticket on your Zendesk account when someone sends you a message using your Nexudus Help Desk.
Note: To link a user with Zapier their Nexudus account needs API access, you can set this up using the Nexudus dashboard.
In the side menu, click Settings.
Click Users and security.
Click the name of the user you want to link to Zapier.
In the Access section, select the API access checkbox.
Click Save changes.
What do I need to link my Nexudus account with Zapier?
Open an account on both platforms. If you still don't have a Zapier account, you can sign up for one via the website.
Connecting your account with Zapier
Go to Settings > Integrations on the dashboard. Important: You must sign up to Zapier with the same email address that you use to log in to your Nexudus account.
You will see a screen where you'll have to accept the invitation to connect Nexudus and Zapier.
Enter your Zapier credentials to sign in to your Zapier account.
Click Make a Zap! on the navigation bar.
Choose a Trigger app. This is an action within Nexudus that will trigger a process in the app that you link. There are several triggers related to different Nexudus features, such as receiving a help desk message, a member becoming inactive or a new newsletter subscriber. These actions let you sync the processes that occur on your Nexudus account with other external platforms. In this step you choose an app such as Mailchimp, Slack or Zendesk.
Check out Sample Connection with Zapier: Mailchimp for an example.
Trigger Types
Nexudus supports two different types of triggers. Polling triggers and real-time triggers.
Polling Triggers
These are triggers which will run at specific rate. Zapier will ask Nexudus for new date at a given interval, which will depend on your Zapier plan. This usually ranges from 2 minutes to 15 minutes. Nexudus will return up to 250 records created since the last time Zapier requested data.
Nexudus provides polling triggers in Zapier for most of the records in your account but keep in mind that they way they work means that, if you plan to use these triggers when more than 250 records are created during the polling interval of your Zapier plan, some data may not reach Zapier.
Bottom line: use polling triggers only if a few records are created a a time in Nexudus.
Polling triggers can also be filtered by most of the fields in a record. For example, if you wanted a trigger to only fire when a new product is added but only if the tag of the product includes the word "food", you can set these triggers in Zapier to do so.
Nexudus provides triggers labelled "New xyz..." which trigger when new records are added to your Nexudus account...
... and triggers labelled "Updated xyz..." which trigger when existing data is updated in your Nexudus account.
Real-time Triggers
These are triggers in which Nexudus sends the data to Zapier as that data is created or updated in your Nexudus account. All real-time triggers are labelled as such as you can see in the image below.
Always favor real-time triggers versus polling triggers. Your accounts in Zapier will run shortly after the data is added or updated in Nexudus and they are not limited to the amount of data per minute they can process.
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