Zapier is a tool that allows you to connect FreedomSoft with thousands of other software applications by using Triggers and Actions.
A Trigger is an event that initiates an Action. Together, a trigger and action make up what’s called a Zap.
Example Zap: When a new lead is created in FreedomSoft (trigger), send that lead’s info into a campaign (action).
Available FreedomSoft Triggers and Actions
Below are screenshots of the current FreedomSoft-associated Triggers and Actions available to choose from:
Triggers:
Actions:
How to Create a New Zap
- Log in to Zapier (set up a free Zapier account first if you don’t already have one).
- Click Zaps on the left-hand menu.
- Click the Create Zap button.
- Choose your Trigger and Action, then configure the Zap according to your workflow.
- Save your Zap when finished.
Note: For additional help with creating or managing Zaps, refer to Zapier's support resources.