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Zapier Integration
Zapier Integration

With Zapier you can build Zaps which can automate parts of your business or life. Zapier supports 100’s of applications.

Kabandi Saikia avatar
Written by Kabandi Saikia
Updated over a week ago

How to integrate zapier?

Detailed Steps

1. On your Omnify admin dashboard scroll down to settings and click on integrations.

2. Choose Zapier from the available integrations.

3. log in to your Zapier account and create a Zap.

4. Choose Omnify as the trigger app from the available list.

5. Select the suitable trigger as per your need. For all accounting integrations choose Invoice Paid.

6. Authenticate your Zapier account with Omnify. Use the authentication token available on the Omnify Dashboard.

7. Choose the business you wish to associate this zap with and continue.

8. Create a sample invoice if you do not have existing invoices, you can choose to skip if you have existing invoices.

9. Proceed to adding an action associated with your trigger. 

10. Make sure to switch your Zap - On, on your Zapier dashboard.

11. You have successfully integrated your app with Omnify.

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