|
| 1 | +--- |
| 2 | +title: Zapier |
| 3 | +sidebar_position: 1 |
| 4 | +--- |
| 5 | + |
| 6 | +# Zapier Integration |
| 7 | + |
| 8 | +:::info |
| 9 | +Connect epilot to 7,000+ apps using [Zapier](https://zapier.com). Automate your workflows without writing code — send data into epilot or trigger external actions based on events inside epilot. |
| 10 | +::: |
| 11 | + |
| 12 | +:::note |
| 13 | +To use the Zapier integration, you need: |
| 14 | + |
| 15 | +- A [Zapier.com](https://zapier.com) account (free or paid) |
| 16 | +- An [epilot Access Token](/docs/auth/access-tokens) |
| 17 | + |
| 18 | +:::note |
| 19 | + |
| 20 | +--- |
| 21 | + |
| 22 | +## Installing the Zapier App |
| 23 | + |
| 24 | +### 1. Connect epilot to Zapier |
| 25 | + |
| 26 | +Use [this invite link](https://zapier.com/developer/public-invite/224131/943ee60e5209137a26dfda91898237af/) to add the epilot app in your Zapier account. This only needs to be done once per Zapier account. |
| 27 | + |
| 28 | +### 2. Install the Zapier App on epilot |
| 29 | + |
| 30 | +To install the Zapier app on epilot, go to [Integrations > Apps](https://portal.epilot.cloud/app/apps) and search for "Zapier" on the Marketplace tab and click "Install now". |
| 31 | + |
| 32 | +Follow the instructions on the [Zapier App Page](https://portal.epilot.cloud/app/apps/install/marketplace?appId=673a7330-7e2f-4b4b-835f-85a81b65b889) to install the app on your epilot organization. |
| 33 | + |
| 34 | + |
| 35 | + |
| 36 | +## Setting up an Automation to trigger Zapier (epilot → Zapier) |
| 37 | + |
| 38 | +### 1. Create an Automation with the Zapier Action |
| 39 | + |
| 40 | +To trigger Zapier integrations from epilot. Create a [new Automation](https://portal.epilot.cloud/app/automation-hub) and add a Zapier Trigger action to it. |
| 41 | + |
| 42 | + |
| 43 | + |
| 44 | +### 2. Build Your First Zap |
| 45 | + |
| 46 | +Create a new Zap in Zapier, choose the epilot app as your trigger. |
| 47 | + |
| 48 | +Hint: Use the [New Zapier Integration](https://zapier.com/webintent/create-zap?referrer=platform-visual-builder&steps%5B0%5D%5Btitle%5D=Test%20Zap%20for%20Automation%20Action%20Trigger%20from%20epilot%20Version%201.0.0&steps%5B0%5D%5Bapp%5D=App224131CLIAPI%401.0.0&steps%5B0%5D%5Btype%5D=read&steps%5B0%5D%5Baction%5D=automation_action) link on the automation configuration page to quickly set up a new Zap triggered by epilot. |
| 49 | + |
| 50 | +### 3. Configure Trigger |
| 51 | + |
| 52 | +In Zap editor, select the epilot trigger and choose *Select an account* to pick your epilot account or add a new one. |
| 53 | + |
| 54 | +Paste your [epilot Access Token](https://portal.epilot.cloud/app/tokens) into the Access Token field and continue. This token will be used by Zapier to perform actions on epilot. |
| 55 | + |
| 56 | + |
| 57 | + |
| 58 | +Name your trigger. Make sure to use a descriptive name that will help you identify your Zap in the Automation configuration. |
| 59 | + |
| 60 | + |
| 61 | + |
| 62 | +### 4. Test the Trigger |
| 63 | + |
| 64 | +Back in the Automation configuration, select the Zapier trigger you just created. Save the automation and test it by running it manually. |
| 65 | + |
| 66 | +You can now continue on Zapier side to create your first Zap. |
| 67 | + |
| 68 | + |
| 69 | + |
| 70 | +## Creating Submissions (Zapier → epilot) |
| 71 | + |
| 72 | +### 1. Set up your Zap |
| 73 | + |
| 74 | +Create a [new Zap](https://zapier.com/app/editor) triggered by one of the 7000+ available integrations in Zapier. |
| 75 | +This Zap will use the epilot Create Submission action. |
| 76 | + |
| 77 | +For this example, we will use the [Zapier Calendly Integration](https://zapier.com/apps/calendly) to forward scheduled calls to epilot. |
| 78 | + |
| 79 | + |
| 80 | + |
| 81 | +### 2. Add the epilot Create Submission Action |
| 82 | + |
| 83 | +In the Zap editor, continue to add a new action. Search for "epilot" and choose the epilot app from the list. |
| 84 | + |
| 85 | + |
| 86 | + |
| 87 | +Pick the "Create Submission" action event and continue. |
| 88 | + |
| 89 | + |
| 90 | + |
| 91 | +### 3. Configure Submission Fields |
| 92 | + |
| 93 | +Map fields from your Zap to Submission fields. These fields will be included in the epilot submission. |
| 94 | + |
| 95 | +Define a `source_id` to track the origin of the submission. This will help you identify the origin of the submission in the epilot portal, and create further automations based on the `source_id`. |
| 96 | + |
| 97 | + |
| 98 | + |
| 99 | +### 4. Test the Zap |
| 100 | + |
| 101 | +Run your Zap or manually test the step. If the Zap is successful, you will see a new submission in the epilot portal with the source_id you defined. |
| 102 | + |
| 103 | + |
0 commit comments