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.

There is a free version of Zapier that lets you set up some Zaps. You can look at the different price plans on the following page: https://zapier.com/app/settings/billing/plan/41.

Note: To link a user with Zapier their Nexudus account needs API access, you can set this up using the Nexudus dashboard.

  1. If the side menu is not visible, click .

  2. In the side menu, click Settings.

  3. Click the name of the user you want to link to Zapier.

  4. In the Access section, select the API access checkbox.

  5. Click Save changes.

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.