This is the fourth and last summary post of a live webinar series about using Trustmary. If you haven’t signed up for our software’s free version yet, I suggest you do it now to make the most of this post.
Our fourth session covered how you can easily use Zapier integration and create workflows from other tools to Trustmary. We also showed how to automate actions on Trustmary. Finally, we briefly explained what API is and when to use it. If you missed the webinar, the following summarizes the session’s most essential points. You can also watch the full webinar recording here.
To quickly recap and get up to speed, we’ve had three sessions before this:
In this session, we’re talking about integrations with Zapier and automations in Trustmary. What’s the difference between these two?
With Zapier, you can create workflows (“Zaps”) between Trustmary and another platform (which should also support Zapier to work).
By automations, we mean automated processes inside Trustmary, such as triggering reminders automatically to recipients that have not answered your survey yet.
For the Zapier use, as an example, we’re going to create a Zap between Trustmary and Zoom. Every time someone signs up for a webinar, they are automatically added to the webinar survey contact list.
Start by creating a contact list you want to add your contacts to. Then sign in to Zapier and create a new workflow.
What are the common examples when customers use Zapier with Trustmary?
The most common situations include gaining a new customer or getting added to a survey list when making a purchase. If you’re doing longer projects with customers, you can trigger survey sending in a specific project phase.
Choose ‘automations’ from the navigation panel on the left. Create and name the new survey and then choose ‘Edit rules’ from the top right corner.
If you need help with any of these steps, you can chat with our developer on the bottom right corner or navigate to help.trustmary.com (link).
The ‘Stage’ on the summary page indicates the number of active or completed people in the automation process. From the ‘contacts’ tab under the automation, you can also see each contact’s status individually.
If you cannot use Zapier to connect Trustmary with another platform, you can manually use an API key to create the connection. You can find your API keys from your organization settings from the top right corner. In brief, API brings you more options to connect with different platforms, as long as the other platform also supports API.
This is it for our first webinar series with Trustmary. Remember to keep an eye on our webinar page, trustmary.com/webinars, for upcoming events and webinars.
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