Zapier Integration

Zapier, a web application tool that allows software and web applications to talk to one another, will help you connect Fusioo to more than 500 applications, such as Slack, Mailchimp, Gmail and Evernote.

Using Zapier can help you automate repetitive and time consuming tasks. For example, if you want to add a new Mailchimp subscriber to your Fusioo Contacts App, instead of entering the new subscriber manually Zapier will do all the heavy lifting in the background and automatically perform this task.

How to get started with Fusioo on Zapier

If you do not have a Zapier account, create one from zapier.com. Zapier offers a basic version of their product, for free.

  1. Navigate to the integrations page in Fusioo. Find the Zapier integration and click Add.

  2. You will then be redirected to Zapier, where you need to click on Accept Invite & Go To Dashboard. Fusioo and Zapier integration is currently in beta.

  3. After accepting the invitation, you will then be redirected to your Zapier dashboard where you can start creating new Zaps.

  4. During the beta period, Fusioo can only be selected in the Action step. New actions and triggers will be added based on client feedback.

    1Trigger step in Zapier

    2Action step in Zapier

What Fusioo Triggers and Actions are Supported?

Triggers

  • New Record Coming soon - Triggered when a new Record is created in Fusioo.
  • Updated Record Coming soon - Triggered when a Record is updated in Fusioo.

Actions

  • Create Record - Add a new record to a particular Fusioo App.

Connecting your Fusioo Account

  1. When you start creating a Zap and select Fusioo, you will be prompted to connect to your Fusioo account:
  2. Click the Connect a New Account button and a popup will be displayed. Proceed by entering your Fusioo details on the Sign In screen:

  3. Once you have signed in, click Allow to allow Zapier access to your Fusioo account.

  4. Now that you have granted access, you will see your Fusioo account added to your Zapier account and ready for selection:

  5. Next, you need to click on Test. This will ensure that Zapier is successfully connecting to your Fusioo account.

Known Issues

I want to insert a file in Fusioo

At this time it is not possible to populate a File Field from Zapier.

I want to select multiple options in a Select Field

When importing data into Fusioo, you can select multiple options by separating them with a pipe '|'. To do this in Zapier, select Use a Custom Value.

You can set it up like this:

Check that 'Allow multiple choice?' is ticked in the Field options of your Fusioo App. This procedure works with all Fields that can accept multiple options: App Relationship, Link to User, Link to Role and Select Fields.

App 'X' is not available in Zapier

In Zapier, you are connected using your Fusioo Account. The same permissions used in Fusioo are also applied in Zapier. Only accessible Apps and Fields will be displayed as an option in Zapier.

If your Role access in Fusioo has been modified and you lost access to some Apps, some Zaps might become outdated and consequently, stop working. When this happens, make sure you update any affected Zaps in Zapier.

Validation errors

The Field options that are set in Fusioo are also applied in Zapier. When setting a Field as required, Zapier will display an error if the value for that Field is missing.

To fix these errors:

  • Click on Edit Template
  • Recheck if your mapping is correct
  • After making the required changes, click on Continue
  • Zapier will display the record which will be sent to Fusioo. Make sure that every Field meets the requirements set up in Fusioo.

Things you can do on Zapier

Zapier connects with more than 500 applications. This means you can reduce tedious data entry work by creating automatic flows.

We have created two step-by-step tutorials to help you automate your work flow (the process for other applications is very similar, only the application specific options will be different):

  • Email to App - Create new records in Fusioo from labeled emails in Gmail.
  • Web Forms - Create new records in Fusioo from a contact form placed on your website using Typeform.
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