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Zapier Integration
3 - Prepping for your first "Zap"
3 - Prepping for your first "Zap"
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Video Transcription
Video Summary
To create your first Zap in Zapier, start by setting up a trigger, which is an event occurring in your environment, and an action, which is an event in Oasis. For instance, when something occurs in your CRM, you can trigger an event in Oasis. Triggers can be diverse, like receiving an email or updating a spreadsheet. The example used includes setting up a Google form as a trigger, but this can vary based on your requirements. The action should be specific to your Oasis setup. The demonstration shows using a form and Oasis instance to illustrate integration possibilities.
Keywords
Zapier
trigger
action
integration
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