Support> AntsRoute Plugin > Add AntsRoute customers from new Axonaut companies-contacts using Zapier
Add AntsRoute customers from new Axonaut companies-contacts using Zapier
Using Zapier, you can automate the creation of AntsRoute customers from new Axonaut companies-contacts. Just follow the steps below:
Note: The connection with Zapier is now a Public Beta version.
Have not connected your AntsRoute account to Zapier yet? Read the article here.
Go to your Zapier account and click on the “Make a Zap” button.
Step 1: Set up the Trigger
1
Search Axonaut via the search bar.
2
In the “Trigger Event” drop-down list, select “New Company“.
3
Click on the “Continue” button.
4
Click on the “Sign in to Axonaut” button to connect your Axonaut account to Zapier.
5
From the “Choose an account” drop-down list, select the Axonaut account you have just connected.
6
Click on the “Continue” button.
7
Click on the “Test trigger” button.
Note: New on Axonaut? To try this trigger, you must add at least one new company-contact in Axonaut beforehand.
8
Click on the “Continue” button.
Step 2: Set up the Action
1
Search AntsRoute via the search bar.
2
In the “Action Event” drop-down list, select “Create a New Customer“.
3
Click on the “Continue” button.
Note:Have not connected your AntsRoute account to Zapier yet?Go to your AntsRoute account in order to retrieve the API key that you will be asked for on Zapier. To do this, just go to AntsRoute > click on the “API Key” tab > click on “Add” > Select the site > Click on “Create” > Click on “Copy” > Click on “Continue”. You can now go back to Zapier and click on “Sign in to AntsRoute” and enter the API key you just retrieved and click on “Yes, Continue“.
4
In the “Choose an account” drop-down list, select “AntsRoute”.
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Click on the “Continue” button.
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For “First name“, select “Prénom du contact”.
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For “Last name“, select “Nom du contact”.
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For “Address“, select “Numéro et rue du prospect/client” (Street) ; “Code postal du prospect/client” (Postal code) and “Ville du prospect/client” (City).
Note: Keep the same order as the one defined above (Street, Postal code and City) and add one space between each value.
9
Fill in the other fields if necessary (mobile phone, email, external ID, etc.).
10
Click on the “Continue” button.
11
Click on the “Test & Continue” button.
12
Finally, click on the “Turn on Zap” button.
The creation of the Zap is now completed. From now, when you add new companies-contacts in Axonaut, customers will also be added in AntsRoute.