Zapier

Zapier moves info between your web apps automatically, so you can focus on your most important work. With Zapier in Cosential you can link your web apps with a few clicks, so they can share data points. Use Zapier as a translator between web APIs.

Cosential is in Beta with Zapier which means all client accounts are eligible to integrate.

To Install/Activate the Cosential Zapier Integration

  1. Your firm must have an active Zapier account and your firm is responsible for any charges and fees associated with Zapier services
  2. OFA opens Cosential's App Market (from within Cosential Account)
  3. Click "Install" in the top right corner of screen
  4. Click this beta invitation link to see and manage Zapier workflows

Features

  • Build processes faster and get more done—no code required
  • Start workflows from any app
  • Finish routine tasks automatically
  • Build one-to-one connections with your apps
  • Automate Cosential tasks

What is Zapier?

Zapier is a web automation app that acts as a connection between the end data points of various software applications. With Zapier you can build Zaps which can automate parts of your business or life. Zapier integrates with the apps you already use such email marketing solutions like HubSpot, web forms like Wufoo, and over a 1000 more applications that solve many different types of problems.  With the Zapier integration you can move critical data between in and out of your CRM seamlessly, eliminating the need to manually calibrate databases and saving tremendous amounts of time. You decide which app to connect and Zapier will work for you in the background. No copy-paste, no button-clicking, no hassle. 

  • Zapier is the glue that connects more than 1,000 web apps.
  • Zaps are Workflows that connect your apps, so they can work together.
  • Zaps Start with a Trigger—an event in one of your apps that kicks off your workflow.
  • Zaps Automate Tasks in the background, so you can focus on more important work.

How does it work?

Zapier is used to create certain tasks between applications known as “Zaps”. A Zap is a blueprint for a task you want to do over and over. In words, a Zap looks like this: "When I get a new thing in A, do this other thing in B." The first part is the Trigger and the second part is the Action. With Zapier, you get as much granularity as you need. You can pick what fields from the trigger service should go to the action service and you can use static text and custom fields too. For instance, you might say that the contact information from an online form powered by an app such as WordPress or Wufoo should feed new contact information into Cosential. Alternatively, you may want new contacts made in Cosential to be automatically entered into your marketing spreadsheet, or application.

How do I learn more about Zapier, and get support?

For more information about Zapier, including examples and instructions to create workflows please visit this recommended link: https://zapier.com/learn/getting-started-guide/what-is-zapier/

For support with Zapier, we couldn’t recommend their support team any higher. While the support with Zapier is solely via email, their average response time is 2 hours or less. In addition they are passionate about what they do, and very friendly and helpful. Please visit this link for more information regarding Zapier support: https://zapier.com/help/contact-us/ 

While in Beta, we would love to hear from you with feedback or enhancement requests that you may come across when connecting Zapier to Cosential. Please either submit a “Learn More” request within Cosential’s App Market here, or email Cosential Support at support@cosential.com with questions.

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