Zapier brings automated workflows to the fore of repetitive, manual tasks so that apps you use often can integrate and communicate with each other to create a seamless automated system. Now imagine how much more you can achieve using Windward Hub and Zapier. The integration between these two gives a user the muscle to be in control of the document ecosystem and processes without having to do much. Without coding skills, you can automate the creation of important documents and set up a workflow that determines what’s done with the document after creation.
We shall get into that a little later. First, let’s understand Zapier.
It’s important first of all to understand an API in order to truly appreciate Zapier. Application Program Interface or API is the model of conversation between different computer programs. For example, Dropbox and Microsoft Word would not naturally communicate with each other, but with an API, the language barrier would be broken and you would have Word sending documents to Dropbox whenever you click save and Dropbox sending data to word whenever you need certain stored information.
Well, Zapier uses APIs to achieve impressive outcomes through communicating with different apps. The functionality of Zapier hinges on the rule of “cause and effect.” If an action occurs in one app, it will trigger a particular outcome in another. For example, if a contract is created in Windward Hub, the updated version can be sent to Dropbox, or a notification is sent to all team members in Slack. This set cause and effect process is referred to as a zap.
Zaps are simple commands that spell out what you want to happen if a certain action is taken. If, for example, you can set up a zap that will create a quote if a visitor fills a form in Salesforce or HubSpot enquiring about the price/other details of certain products or services. This would cause an automatic trigger to Windward Hub to generate a customized quote in real time.
Both Windward Hub and Zapier are made to be used by people without coding skills as well as developers. That should be a big relief because it means you can achieve seamless integration with several apps by simply clicking options.
The first step though is to get a Windward Hub and Zapier account. They both offer free accounts but with limited features. Now you can proceed to settings on Windward and choose integration. A list of apps you can integrate with will be displayed, find Zapier, and click it.
You will be directed to connect Zapier where you can connect your account and begin the test phase in which you will create a test zap.
The process is as simple as:
You can create a zap based on your tasks that you may want to automate. However, you may want to use prebuilt templates to get the hang of using zaps. Zapier has prebuilt zaps for common processes.