NinjaPipe

NinjaPipe

Did You Know?

NinjaPipe Workflows allows you to automate tasks while you are sleeping ⚡

Docly

Zapier Integration

Estimated reading: 3 minutes 236 views

Zapier is a powerful automation tool designed to interface with thousands of the most well-known applications, such as Gmail, Slack, and Todoist, effectively streamlining your workflow. In a matter of minutes, you’re capable of configuring automated processes (which we refer to as ‘Zaps’), that can transform NinjaPipe into a central hub for managing your sales workflow. Zaps are incredibly versatile. They allow you to generate new leads, modify the status of a deal, attach files to an account, and perform a plethora of other tasks. 

This means there’s no need for tedious manual labor. These automated actions not only save you precious time but also reduce the risk of human error and ensure a more consistent and efficient workflow. By creating a bridge between your favorite apps and services, Zapier offers a powerful way to create complex, automated workflows that can significantly enhance productivity and streamline your daily tasks.

As of now, we have a few zaps available for you to use along with some pre-designed recipes. We will continue to add new zaps as we go.

 

Triggers

You can use the following Zapier Triggers:
 
New Contact: Triggers when a new contact is created in your NinjaPipe Workspace
New DealTriggers when a new deal is created in your NinjaPipe Workspace
 

Actions

You can use the following Zapier Triggers:
 
Create Contact: Automatically create a new contact when data is received
Create TaskAutomatically create a new task when data is received
 
 

Connecting your NinjaPipe to Zapier

To get started, select the NinjaPipe Zap from Zapier:

Once you select it, you will be prompted to sign in to your NinjaPipe account. 

Sign in with the following details:

New Contact Trigger

If you connect this trigger, your zap will execute as soon as a new contact is added at any given time on your NinjaPipe workspace. You can connect this with different other applications for varying purposes.

You can test the trigger by creating a new contact via your NinjaPipe Mobile app or your web app and Zapier will detect that new contact. You can skip the test if you want to.

New Deal Trigger

If you connect this trigger, your zap will execute as soon as a new deal is added at any given time on your NinjaPipe workspace. You can connect this with different other applications for varying purposes.

You can test the trigger by creating a new deal via your NinjaPipe Mobile app or your web app and Zapier will detect that new deal. You can skip the test if you want to.

Create Contact

If you connect this action to any of your other triggers, your zap will create a new contact entry in your NinjaPipe workspace. You can connect this with different other triggers on Zapier for creating contacts from different sources.

You can test the action by executing the connected Trigger. The following are the required fields to create a new contact:

1. First name

2. Last name

3. Email

 

Share this Doc
CONTENTS