Zapier is one of the most widely used tools that allows end users to integrate web applications they use every day and automate actions between them.
With Zapier you can connect and sync data between UseResponse and popular project management, CRM, marketing tools like Jira, Saleforse, Slack, Trello, HipChat etc.
Whether you need to add users to Salesforce from UseResponse or post new bugs to Jira once ticket is submitted in UseResponse, Zapier will help you transfer this data between thousands of applications.
What are Zaps?
All integrations in Zapier are made using ready or custom Zaps - small integration applications within Zapier. Zap performs automation for you and consists of 2 main components: trigger and action.
New event in one application (trigger) will force Zapier to perform specific action in another application automatically.
Keep in mind that you are not limited to one action within one zap.
How to connect UseResponse?
To create zaps linking UseResponse to other popular services, login to your Zapier account and connect UseResponse account.
- In Zapier, go to Connected Accounts from the top menu;
- Click Connect a new account and search for UseResponse;
- Enter the domain where UseResponse is installed (e.g. "https://account.useresponse.com/") and API Key of your UseResponse account that could be found in your profile options in Agents Interface;
- Now you can test created connection. If it's successfull, you can move on to build a zap.
How to create a ZAP?
Let's review the example how to automate issue submission in Jira when new ticket is created in UseResponse:
- In your Zapier account click "Make a Zap" button;
- Choose application that will be used as a trigger (UseResponse in our example);
- Select "New Ticket" trigger from the list;
- Select one of the connected UseResponse accounts;
- You can define some filter parameters for trigger application, e.g. convert tickets created by specific user into Jira issues;
- Select application where Zapier performs automation actions (Jira for our example);
- Choose "Create Issue" action from the list;
- Connect your Jira account;
- Set up Jira issue template by filling in required and optional fields according to the automation you're building. In our example we define Jira project where issue has to be created, the type of issue and match Jira issue summary and description with UseResponse ticket title and body;
- On the next step you can test whether Zap is working. Click "Test this Step" button, if you see confirmation message that your test is successfull, just turn your zap on and you are done.
Whenever new ticket is submitted in your UseResponse account, issue with the same title and description will be automatically created in Jira account.
How to access Zapier integration?
As Zapier integration is in beta, it can only be accessed via a shared link
Once you navigate to the link, you'll need to login to continue. If you don't have a Zapier account, you can sign up for a free account and begin using the integration straight away.