Zapier

Zapier is an online automation platform that connects various web applications and services, allowing them to work together seamlessly. It enables you to create automated workflows, referred to as "Zaps," without the need for coding or technical expertise.

Benefits

Zapier enables seamless automation of tasks between myReach and numerous other apps. This reduces manual effort and increases efficiency. In addition, you can create custom automation workflows (Zaps) tailored to your specific needs. This flexibility allows for personalised integration scenarios.

In summary, the Zapier integration empowers myReach users with a versatile automation platform, enabling them to create efficient workflows, save time, and enhance collaboration across diverse applications.

Steps to Integrate

1. Go to Profile < Integrations < Zapier

2. Read the instructions provided.

3. Click on Add Zapier

4. Login to your account and give myReach access to your account

5. Create a Zap that you want to integrate with myReach.

   To know how to create a zap, follow the instructions here

6. Publish the Zap

7. Whenever the trigger you added in your Zap happens, the node selected in Zap will be created in your selected Workspace in myReach.

Integration Options

Click on the 3 dots at top right of the Zapier integration page to see the options.

1. Show History Log - Here you can see the history of your Zap integration.

You can see the date when integration happened along with the number of Nodes created.

2. Remove Integration - Using this option you can Remove the Zapier integration.

Limitations

1. Complex workflow

2. Zap free plan have limited workflow executions allowed, premium plan is recommended