Connecting ConveYour with Other Apps using Zapier

What is Zapier?

Zapier is a no-code automation tool that connects different web applications, allowing them to share data and trigger actions automatically. Thousands of businesses use Zapier daily to move information between apps without needing to write or maintain custom code.

How Does Zapier Work?

Zapier automates workflows using "Zaps", which follow a simple “when this happens, then do that” logic. For example:

• When someone joins a ConveYour campaign, then add them to a Mailchimp email list.

• When a new lead is added to Shopify, then enroll them in a ConveYour campaign.

• When a rep signs a DocuSign agreement, then update their status in ConveYour.

Each Zap consists of:

1. A Trigger – an event that starts the process (e.g., someone joins a campaign).

2. An Action – what Zapier does in response (e.g., add them to an email list).

Zapier enables bi-directional integrations, meaning data can flow to and from ConveYour as needed.

Setting Up Zapier with ConveYour

1. In ConveYour, navigate to Main Menu > Settings > Integrations > Zapier > Click Here to Get Access.

2. In Zapier, either create your account or log in to an existing account.

3. Provide your Appkey and Token to Zapier to connect your accounts.