To use this type of integration, you will need a Zapier account. For sign up and log in, visit Zapier.com. If you have questions regarding Zapier itself, please consult the Zapier help documentation page.


Getting started

In this article, we will take a look at a simple way of integrating Trustmary with other apps by using Zapier. This article will cover the basic procedure of setting up a Zapier automation, and can be applied to nearly any such integration.

This is a general purpose article to give you an approximate idea on how integrations work through Zapier, so some things might appear different in your use case and selected apps. If you need instructions for a particular app, please refer to our other articles on integrations.

1. From another application to Trustmary

First, we will take a look at moving information from another application into Trustmary.

In Zapier, the automations connecting one app to another are called Zaps. Start creating your Zap by clicking the Make a Zap button on Zapier's dashboard.

The

Trigger application

In the Zap editor, you need to choose a trigger app via the app search or by choosing one of the frequently used ones. This is the application that will trigger the Zap and the steps it includes, when a certain type of event is detected.

Choosing the trigger application in Zapier.

Trigger event

After selecting the app, choose the type of event that suits your use case.

The event can be almost any task or function performed by the trigger application. For examples on what the event types can be, check out our Pipedrive integration articles.

Choosing an event from the list under

Account for the trigger application

The next step in most cases is to select an account from which the desired data can be accessed. If an account is not connected yet, Zapier will prompt you to do so, and guide you through the process.

Once again, you can reference our other articles for more help.

Further trigger setup

After this, the chosen trigger event can be set up further. I Note, that this step varies depending on what type of event was chosen in the beginning.

Finally, Zapier will prompt you to test the trigger before its launch so it will perform in the way it is supposed to.

Action application

Next, the Zap needs an action to execute when it is triggered. The process of choosing and configuring the Action application is very similar to selecting the trigger application.

Start by searching for and selecting the desired app on the search bar, Trustmary in our case.

Action event

Next, choose the action you want the application to do when it is triggered.

Account for the action application

After this, choose the account you would like to access. Note that you might need to connect this account to Zapier too. If this is the case, Zapier will prompt you to do so and guide you through the process.

Further setup for the action

Finally, the action can be setup further. In most cases, this means selecting the same type of data from the application that is displayed on the text boxes or drop-down menus.

In this case, the action was to create Trustmary contacts, so the action setup is preconfigured to have all the data fields Trustmary needs for this kind of an action.

Again, your experience may vary depending on the applications and functions. For more concrete examples of the setup, please refer to our other articles on integrations.

After selecting the data points, test the action by clicking Test & continue. If the tests return errors, Zapier will point you to the part which need your attention.

2. From Trustmary to another application

Next we will be taking a look at exporting information from Trustmary to another application. The steps will be quite similar to the ones described above where Trustmary was on the other end of the process.

Start creating your Zap by clicking the Make a Zap button on Zapier's dashboard.

The

Trigger application

Select Trustmary as the trigger application in the Zap editor by typing into the search box.

Choosing the trigger application in Zapier.

Trigger event

Now that we have the application, a trigger event needs to be selected. At the moment Trustmary has only one option to use as a trigger event, which is Survey Answer Completed.

Account for the trigger application

Next, you will need to select a Trustmary account from which the data will be accessed. If an account is not connected yet, Zapier will prompt you to do so, and guide you through the process.

Once the account is connected, test out the trigger with Zapier's instructions and if the tests go through, the trigger is ready.

Action application

Next, the Zap needs an action to execute when it is triggered. In this case, the action application will be the one you're trying to pull information into from Trustmary. Start by searching for your app on the search bar.

Action event

Next, choose the action you want the application to do when it is triggered.

Account for the action application

In most cases, you need to choose an account for the application. Note that you might need to connect this account to Zapier too. If this is the case, Zapier will prompt you to do so and guide you through the process.

Further setup for the action

In most cases, further setting up the action means selecting similar types of data from the application that are displayed on the text boxes or drop-down menus (for example, an email address onto the email field).

Your experience may vary depending on the applications and functions. For more concrete examples of the setup, please refer to our other articles on integrations.

After selecting the data points, test the action by clicking Test & continue. If the tests return errors, Zapier will point you to the part which need your attention.

Conclusion

Once the tests go through, the Zap can be deployed to simplify your workflow with Trustmary!

We have also made templates for the most common integrations, and more are always on the way. Here are a few examples:

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