About | Setup | First Zap | Triggers | Actions | Other information

About

What is Zapier?  Zapier allows you to integrate with other systems.  Simply put it translates information from one system into another.  Tasks can be automated and run side by side. You can learn more about Zapier by clicking here.

An example:  A new qualified lead from Hubspot can automatically be pushed into Workamajig.

Setup

To connect Zapier to Workamajig, you will need to login to your Zapier account and setup the connection. From Workamajig, you will need the following information

1. Your Workamajig Server URL: Ex. https://app.workamajig.com

2. Workamajig API Access Token and User Token (Click here to find more information about the tokens). Menu>Admin/Manager>System Setup>Account Information>Connections>API

First Zap

Information on what a zap is and how to create one can be found here.

Triggers

What are triggers?  Triggers from Workamajig will notify Zapier when certain events occur.  In turn, those triggers are associated with zaps and will result in a corresponding action from Zapier to another system. The following triggers are currently supported by Workamajig.  Don't see a trigger you need, please let us know and we'll see what we can do.  See the Zapier trigger documentation (here) to get more information.

• New and Update Contact
• New Activity
• New Opportunity
• Update Company
• New and Update Lead

Actions

What are Actions?  After setting up a ZAP Trigger you are able to define what Action(s) will take place following a ZAP Trigger. 

The following triggers are currently supported by Workamajig.  Don't see an action you need, please let us know and we'll see what we can do.  See the Zapier Actions documentation (here) to get more information.

• Create and Update Contact

• Create Company

• Create and Update Opportunity

• Create Activity

• Create and Update Lead

• Add new email marketing group

NOTE: When setting up the actions to create a contact, they should be done in a specific order. 

Action 1: Create Company

Action 2: Create Contact:  to connect the contact record to the company record use the Workamajig Field: "Linked Company" to connect to the source record Company Name. It is recommended you use the same "source" to create the company in Action 1 to ensure the data matches. When the contact record is created in Workamajig, the Linked Company will auto-fill the Company Name field in the record.

Other information

Server:  The server field will be the full URL including the https of where your instance of Workamajig is located.