What is Zapier?
In simple words, Zapier is a web service that helps to automate actions between the different applications you use everyday and AntsRoute. With more than 2,000 applications, Zapier is the perfect tool to save time: Google Sheets, Microsoft Dynamics, Salesforce, Shopify, Xero or Quickbooks.
It is the perfect tool to connect your AntsRoute account with other applications that you use and for which there is no integration with AntsRoute.
And what are Zaps?
From the Zapier platform, it is possible to create Zaps. In concrete terms, Zaps correspond to workflows that you can create on Zapier to automate tasks. For example, scheduling a field service operation or updating a client's contact details.
As Zapier explains on its interface, the Zap consists of two elements: the 'Trigger' and the 'Action'. In short, the trigger is the event that triggers an action. For example, adding a new contact to your Google Sheet file. A Zap can only contain one trigger.
An action, the second element that makes up a Zap, is the event that the Zap completes after it is triggered. For example, add this new contact on AntsRoute. Each Zap can be composed of several actions.
To learn more about Zapier, click here.
What are the most popular Zaps for AntsRoute users?
By connecting AntsRoute to Zapier, you can manage your customers in one place and make it easier to schedule the field service operations or deliveries.
Here are the possible actions:
Add new customers ;
Update existing customers ;
Schedule new field service operations on fixed date ;
Schedule new field service operations with due date in the tab 'Bucket of field services'.
Here are the most popular Zaps to manage customers:
Google Sheets > AntsRoute : Add new customers in AntsRoute when adding new row in Google Sheets ;
Quickbooks > AntsRoute : Add new customers in AntsRoute when adding new customer in Quickbooks ;
Salesforce > AntsRoute : Add new customers in AntsRoute when adding new contact in Salesforce ;
Mailchimp > AntsRoute : Add new customers in AntsRoute when adding new contact in Mailchimp ;
ActiveCampaign > AntsRoute : Add new customers in AntsRoute when adding new contact in ActiveCampaign.
Here are the most popular Zaps to manage field service operations :
Google Sheets > AntsRoute : Schedule new field service operations in AntsRoute when adding new row in Google Sheets.
How to connect AntsRoute to Zapier?
By connecting your AntsRoute account to Zapier, you can select AntsRoute when creating a new Zap.
Step 1: Retrieve the AntsRoute API key
To connect your AntsRoute account to Zapier, you must start by retrieving the API key directly from AntsRoute. To do this, you need to log into your AntsRoute account and follow the steps below:
- Click on the blue circle at the top right.
- Click on the tab 'Integrations'.
- Click on 'API keys'.
- Click on the button 'Add'.
- Select the site for which to generate the API Key.
- Click on the button 'Create'.
- Click on the button 'Copy'
- Click on the button 'Continue'.
Step 2: Connect the AntsRoute account to Zapier
In order to connect your AntsRoute account to Zapier, we invite you to log into your Zapier account and follow the steps below:
- From the dashboard, click on the button 'Make a Zap'.
Set up the 'Trigger'
We invite you to first determine the trigger. For example, the addition of a new row in your Google Sheets customer file. Just follow the steps: Choose app & event (choose the application and the triggering event) > Choose an account (connect Zapier to your account, for example Google Sheets) > Continue > Test trigger.
Set up the 'Action'
- Search AntsRoute using the search bar.
- Select AntsRoute.
- Select the action by clicking on 'Choose an event'.
- Click on the button 'Continue'.
- Click on 'Sign in to AntsRoute'.
- Enter the API Key retrieved from AntsRoute.
- Click on the button 'Yes, Continue'.
Your AntsRoute account is now connected to Zapier. You have just started to create a Zap by following the steps of this article, you can of course complete it or decide to create another Zap by returning to the Zapier dashboard.