Connect AntsRoute to Zapier
Zapier: what is it?
In a nutshell, Zapier is a web service that helps you automate actions between the different applications you use on a daily basis and AntsRoute. With more than 2,000 applications, Zapier is the ideal tool to save time: Google Sheets, Microsoft Dynamics, Salesforce, Shopify, Xero or Quickbooks.
It is the perfect tool to connect your AntsRoute account with other applications that you use and for which there is no integration with AntsRoute yet.
What about the Zaps?
From the Zapier interface, you can create Zaps. Concretely, Zaps correspond to workflows that you can create on Zapier to automate tasks. For example, add an order or update a customer’s contact details.
As Zapier explains on its interface, a Zap consists of two parts: a “trigger” and an “action”. In short, a trigger is the event that starts an action. For example, adding a new contact to your Google Sheet file. A Zap can only contain one trigger.
An action, which is the second part of a Zap, corresponds to the action that the Zap completes after it has been triggered. For example, add this new contact on AntsRoute. Each Zap can be composed of several actions.
To learn more about Zapier, it’s here.
What are the popular Zaps for AntsRoute users?
By connecting AntsRoute to Zapier, you can mainly centralize the management of your customers and simplify the planning of your services or deliveries.
Note: The connection with Zapier is now a Public Beta version.
Here are the possible actions :
Add new customers ;
Update existing customers ;
Create new orders on scheduled date ;
Create new orders with due date in the “Orders bucket” tab.
Here are the most popular Zaps to manage your customers :
Google Sheets > AntsRoute : Create new customers on AntsRoute when adding a new row in Google Sheets ;
Quickbooks > AntsRoute : Create new customers on AntsRoute when adding a new customer in Quickbooks ;
Salesforce > AntsRoute : Create new customers on AntsRoute when adding a new contact in Salesforce ;
Mailchimp > AntsRoute : Create new customers on AntsRoute when adding a new contact in Mailchimp ;
ActiveCampaign > AntsRoute : Create new customers on AntsRoute when adding a new contact in ActiveCampaign.
Here are the most popular Zaps to manage your orders: :
Google Sheets > AntsRoute : Create new orders in AntsRoute when adding a new row in Google Sheets.
How to connecte AntsRoute to Zapier?
By connecting your AntsRoute account to Zapier, you will be able to select AntsRoute when creating a new Zap.
Step 1 : Retrieve an API key from AntsRoute
To connect your AntsRoute account to Zapier, you must first retrieve an API key directly from the AntsRoute interface. To do this, you need to connect to your AntsRoute account and follow the steps below:
Note: Paste the API key in a word document as you will have to enter it later on Zapier.
Etape 2: Connect your AntsRoute account to Zapier
To connect your AntsRoute account to Zapier, we invite you to login to your Zapier account and follow these steps:
Setup the “trigger”
At the moment, you can select AntsRoute only for the “Action” event. That is why we invite you to first determine a trigger. For example, the addition of a new row with contact details in Google Sheets. Simply follow the required steps: Choose app & event (choose the application and the event triggering the action) > Choose an account (connect Zapier to your account, for example Google Sheets) > Continue > Test trigger.
Setup the “action” to connect AntsRoute.
Your AntsRoute account is now connected to Zapier. You have just started to create a Zap by following the steps in this article, you can of course finish it or decide to create another Zap by returning to your Zapier dashboard.
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