Zapier Integration in Dash SaaS

Introduction

Introducing Zapier, the ultimate workflow automation platform that effortlessly connects thousands of popular apps, from Google Sheets to Slack, Shopify, Trello, Airtable, and many more. With Zapier, you can create automated workflows, known as Zaps, in just minutes, bringing your favorite apps together for increased efficiency. Say goodbye to the complexities of tool integration, as Zapier simplifies the process, empowering your team to collaborate seamlessly and supercharge productivity. Experience a smoother, more impactful workflow with Zapier.

Workflow for Zapier Add-On

Installation

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 Setup) 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.

Accounting

1. New Customers
2. New Bill
3. New Vendor
4. New Revenue
5. New Payment.

Contract

1. New Contract.

HRM

1. New Award
2. New Announcement.
3. New Holidays.
4. New Monthly Payslip.
5. New Event.
6. New Company Policy.

CRM

1. New Deal
2. New Lead
3. Lead Moved
4. Deal Moved

POS

1. New Purchase
2. New Warehouse

Recruitment

1. New Job
2. New Job Application
3. Interview Schedule
4. Convert to Employee

Rotas

1. New Rota
2. New Availabilities
3. Days Off

Sales

1. New Quote
2. New Sales Order
3. New Sales Invoice
4. New Meeting
5. New Sales Invoice Payment

Support Ticket

1. New Ticket
2. New Ticket Reply

Project

1. New Project
2. New Milestone
3. New Task
4. Task Stage Update
5. New Task Comment
6. New Bug

Training

1. New Training
2. New Trainer

New Zoom Meeting

1. New Zoom Meeting.

General

1. New Users
2. New Invoice
3. Invoice Status Updated
4. New Proposal
5. New Proposal Updated

Appointment

1. New Appointment

Feedback

1. New Rating

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.