Zapier Integration

Connect apps with Site App Pro to automate repetitive tasks.

What is Zapier?

Zapier is an online automation tool that connects apps and services together such as Gmail, Slack, MailChimp and Site App Pro. It gives you the ability to easily automate tasks by setting up Zaps. Zaps are workflows made up of a trigger and one or more action, once your Zap is activated it will complete the action each time a trigger occurs. 

What are triggers and actions?

A trigger is an event that starts the Zap. An action is the task completed once the trigger has occurred. Here are some examples from Zapier

Zapier connects with thousands of apps worldwide, to check if Zapier integrates with an app you use click here: Zapier Apps

How does Zapier Integrate with Site App Pro? 

We have certain actions and triggers set up that you can use and connect with other apps. 

Our Triggers: 

  • a form has been completed 
  • a new site has been added 
  • new users have been added 

Our Actions: 

  • create Sites 
  • create Users 

Examples of Site App Pro using Zapier: 

  • Automatically turn data added into Google Sheets to Sites 
  • Get a reminder set for you every time an incident form is completed,  that way you can remember to do a follow-up investigation report. 

How to set up the Integration

To set up your integration, you'll need to create a free Zapier account. Type in your name, email address and password so you can start connecting your favourite apps with Site App Pro. Once you've set up you can have an explore around the Explore Page.

Now it's time to start creating your Zaps!

For more information, Zapier has an awesome Getting Started Guide. Check this out for all of the best Tips & Tricks to get your Integration up and running!

Getting Started with Zapier

Feature Alert: Integrating with Zapier is only available for Premium & Enterprise Customers that fit the pre-requisites. Contact to upgrade your plan or to discuss options on set up. 

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