Get To Know Zapier
Gratavid uses a tool called Zapier to handle our integrations. Zapier is an online automation tool that connects your apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. Zapier is used by over a million people and connects to over 2000 apps.
Zapier Is Gratavid's Connector To Over 2000 Apps
At Gratavid, we use Zapier to connect to thousands of apps. To see if your CRM or payment system has an app on Zapier, search for it here: https://zapier.com/apps. If your app does exist on Zapier, your life is about to get much easier. If your app does not exist on Zapier, you can still integrate with Gratavid by following the article Set Up Your Donation Notification Emails To Trigger A Gratavid Task.
To learn more about Zapier, we recommend browsing Learn key concepts in Zapier, but we will also cover them here.
Note: Gratavid currently has a private Zapier app. To get access to the Gratavid Zapier app, join with this link or email firstname.lastname@example.org and we can send you an invite.
A Zap is an automated workflow that connects your apps and services together. Each Zap consists of a trigger and one or more actions. When you turn your Zap on, it will run the action steps every time the trigger event occurs.
A trigger is an event (ie - new donation made, form submitted, new contact added, video watched) that starts an action. Think of a trigger as telling a zap when to begin doing something.
An action is an event (ie - create Gratavid tass, send Gratavid note) that performs after it is triggered. The action is what the zap actually does.
To learn more about Zaps, watch the quick video What's A Zap By Zapier.
Here are some examples:
You can use any combination of a trigger and actions. For example, a new donation could update your CRM, set a reminder on your calendar to call the donor, and create a task in Gratavid to send the donor a personalized thank you video.
Gratavid Zapier Video Tutorials
Create A Gratavid Task After Hubspot Form Submitted
Create A Gratavid Task After Bloomerang Donation
Add Gratavid Analytics Data To Your Bloomerang CRM
Add Gratavid Replies To Bloomerang CRM
Create A Gratavid Task After Salesforce Opportunity Is Won/Donation Made
Add Gratavid Analytics Data To Your Salesforce CRM