Zapier Integration in Dash SaaS

Step 1 : Super Admin Access

Begin by granting super admin access to the Zapier Add-On. Follow these steps:

• Log in to the super admin dashboard.
• 
• Navigate to the “Add-On Manager” section.
• 
• Click on the “+” (Module S etup) button to initiate the Add-On setup process.
• 
• In the module setup, you will find a designated area to upload the ZIP file for the “Zapier Add-on.”.
• After completing the module setup, remember to enable the Zapier Add-On to make it accessible for your customers.

With these steps, you can easily integrate the Zapier Add-On and provide enhanced functionality to your users.

Step 2 : Company Settings

Once the super admin has enabled the Zapier Add-On, administrators can acquire and configure it by following these steps:

Admins should start by purchasing the Zapier Add-On. To do this:

• Go to the “Subscription Plan” page.
• Click on the “Usage Plan” and locate the Zapier Add-On.
• Complete the purchase process.

Step 3 : How to use the Zapier Add-on.

• After successfully purchasing the Add-On, navigate to the settings page and click on the “System Settings” button.
• 
• In “System Settings” you have to find the “Zapier” add-on and then click on the “+” (create) button.
• 
• After that you have to choose the module from the list of the modules stated there, the following are the modules available for the Zapier Add-on.

1. Accounting

• New Customers
• New Bill
• New Vendor
• New Revenue
• New Payment.

2. Contract

• New Contract.

3. HRM

• New Award
• New Announcement.
• New Holidays.
• New Monthly Payslip.
• New Event.
• New Company Policy.

4. CRM

• New Deal
• New Lead
• Lead Moved
• Deal Moved

5. POS

• New Purchase
• New Warehouse

6. Recruitment

• New Job
• New Job Application
• Interview Schedule
• Convert to Employee

7. Rotas

• New Rota
• New Availabilities
• Days Off

8. Sales

• New Quote
• New Sales Order
• New Sales Invoice
• New Meeting
• New Sales Invoice Payment

9. Support Ticket

• New Ticket
• New Ticket Reply

10. Project

• New Project
• New Milestone
• New Task
• Task Stage Update
• New Task Comment
• New Bug

11. Training

• New Training
• New Trainer

12. New Zoom Meeting

• New Zoom Meeting.

13. General

• New Users
• New Invoice
• Invoice Status Updated
• New Proposal
• New Proposal Updated

14. Appointment

• New Appointment

15. Feedback

• New Rating

16. Double Entry

• New Journal

17. Workflow

• New Workflow

18. Commission

• New Commission Plan
• New Commission Receipt

19. Spreadsheet

• New Spreadsheet

20. WordPress WooCommerce

• New Product
• New Product Category
• New Tax

21. Sales Agent

• New Sales Agent
• New Sales Agent Program
• Sales Agent Request Accept
• Sales Agent Request Reject
• New Sales Agent Order

22. Holidays

• New Hotel
• New Customer
• New Room
• New Features
• New Facilities
• New Hotel Services
• New Room Booking
• New Booking Coupon
• New Page Option

23. Fix Equipment

• New Asset
• New Accessories
• New Category
• New Component
• New Consumables
• New Depreciation
• New License
• New Location
• New Maintenance

24. New Manufacturer

• New Predefined Kit
• New Status
• New Adult

25. Portfolio

• New Portfolio
• New Portfolio Category
• Update Portfolio Status

So, following is the list of all the module between which you can choose one.

• After choosing the module, you have to select the method between “Get”, “Post”, and “Put”.
• Once you choose the method, you have to enter the zapier webhook URL in that box and your new zapier will be created very easily.

So, here’s the easy process of how the admins can have access to the Zapier Add-On.