Zapier Integration Overview
This document describes Zapier integration with TractionNext. It covers the integration details; and details on how to use this features that have been added in Traction Next.
Zapier Integration & its use
Zapier is integrated with TractionNext, which is a middle ware that connects/integrates two dissimilar Apps together with need for development; to enable such connection/integration every app must have exposed its methods on Zapier. User can make a zap (A zap term used in Zapier is a connection/integration hub between two apps. Zap is designed in consumer and producer fashion, in a scenario that you want to build a contact sync. You will need a trigger from one side that is sending data and an action from the other side that is receiving the data) to perform the following actions…
- Create contact from other vendor contacts
- Submit forms
- Send emails to other vendor contacts
- Subscribe and Unsubscribe for other vendor contacts
- Block and Unblock emails
- Add custom interactions
Visit link https://zapier.com/zapbook/traction-next/ to use the TractionNext Zap.
Use cases:
|
Actions |
Use case description |
|
Create Contact |
Add other client contacts to TractionNext |
|
Submit Form |
Submit other client contacts to TractionNext form entry |
|
Send Email |
Send an email for other client contacts |
|
Send SMS |
Send an SMS for other client contacts |
|
Subscribe |
Enable TractionNext Contact by other client contacts |
|
Unsubscribe |
Disable TractionNext Contact by other client contacts |
|
Subscribe List |
Add other client contacts to TractionNext Contact List |
|
Unsubscribe List |
Remove other client contacts from TractionNext Contact List |
|
Block Email |
Add other client contacts user to TractionNext email block list |
|
Unblock Email |
Remove other client contacts user from TractionNext email block list |
|
Block Mobile Number |
Add other client contacts user to TractionNext mobile number block list |
|
Unblock Mobile Number |
Remove other client contacts user from TractionNext mobile number block list |
|
Add Custom Interaction |
Update TractionNext Segments by other client contacts |
Available list of Triggers and Actions for TractionNext on Zapier.
|
Triggers |
|
|
Name |
Description |
|
New Contact |
Triggers when a new contact is created. |
|
Actions |
|
|
Name |
Description |
|
Create Contact |
Creates a new contact. |
|
Create or Update Contact |
Creates or updates a contact. |
|
Submit Form |
Submit a form. |
|
Send Email |
Send a transaction email to a contact. |
|
Subscribe |
Subscribe |
|
Unsubscribe |
Unsubscribe |
|
Subscribe List |
Subscribe to a list |
|
Unsubscribe List |
Unsubscribe from a List |
|
Block Email |
Block an email. |
|
Unblock Email |
Unblock a blocked email. |
|
Block Mobile Number |
Add a contact to SMS Block List |
|
Unblock Mobile Number |
Unblock a mobile number. |
|
Add Custom Interaction |
Add a custom interaction for a contact |
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