Documentation

Zapier

Author: Łukasz Strumiński

Created: 2022-12-22. Updated: 2022-12-22.

Zapier enables integration between Thulium and another system available on the platform, e.g. Google Sheets, Trello, Salesforce.

Scope of integration

• Allows you to call events in applications plugged in with Zapier, which will be called based on actions in Thulium,
• Allows you to call actions in Thulium, which will be called based on events from applications available in Zapier.

Step by step

1. In order to integrate Thulium with another system available within Zapier, you must create an account at Zapier:

2. then click on invitation to use Thulium shares within Zapier:

3. to create integration between systems in Zapier, click .

4. Then choose whether events are to be triggered by actions in Thulium or whether Thulium is to respond to events from other systems:

5. When initiating an action through an event in Thulium, such an application should be selected as a condition "When this happens ... " and choose one of the available actions:

6. If it is events within another application that are to initiate actions in the Thulium system, one should under "Do this ..." wybrać odpowiednią akcję:

7. After selecting the action to be implemented within the integration, you should log into our system by clicking:

8. then enter the name of the Thulium system and the authorization data for the API and confirm by clicking :

9. When calling events in Thulium, it will be necessary to provide field data (required/optional) e.g.:

10. When the process is complete, press and then switch to .