Creating an account on the Zapier platform
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Create an account at https://zapier.com/
Integrating iPresso with Zapier
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Enable the integration in iPresso - Integration Center -> Connector -> Zapier
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Copy the displayed Token to then use it for final configuration.
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Go to https://zapier.com/developer/invite/37062/3dad0d8942e02d9f0770a51dd7d6608d/ which is an invitation to integrate with iPresso.
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Then click “Accept Invite & Build a Zap” and the integration for that trigger with your iPresso account will be enabled.
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To finalize the integration with iPresso, go to create a Zap.
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From the applications in the list, select iPresso, and then click the login button.
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Go to log in
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Add the Token you copied earlier, once approved, the integration will be complete.
Important | |
The integration currently supports adding and editing a contact. |
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