Zapier Module

Introduction

Zapier is originally an automation tool that helps in creating workflows, which is associated with using certain web applications and services. Hence, possessing a Zapier application in the ERP & CRM software ca help the users in focusing on more sensitive areas while letting Zapier automate the obvious areas. This Zapier module of Tactic helps in managing links between Zapier and Tactic.

Installation

There is no need of installing this module, as it is already included within Tactic services.

Setup

For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup – > Module. The users then need to click on Activate. The modules will be activated after completing this step. The settings icon File:Cog.png will be visible at the end of the module box, the users can click in that to access setup.

Creation of a Zapier account in Tactic

• At first, the users need to have a Zapier developer account, create it here.
• To use this module, you must first enable it using an administrator account, via the menu option Home -> Setup -> Modules.
• Choose the tab where the module is listed. Then click on Activate
• The module is now activated
• If a cog icon appears at end of line of the module, click on it to access the setup page specific to the module

Installing Zapier

• The Zapier App is a small package in javascript the users have to deploy on Zapier so Zapier will be able to speak the language of your Tactic application.
• Next let's install the Zapier CLI tools.
• The CLI will allow you to build your app, deploy it to the Zapier platform, do local testing,
• Manage users and testers, view remote logs, collaborate with your team, and more

Running Zapier login using Tactic

• Let's configure authentication between the users’ dev environment and the Zapier platform.
• The users use the email address and password the users use to log in to the Zapier application.
• This command will set up a .zapierrc file in the users home directory

Deploying user app

• Let's deploy it! When the users ready to try the user code out on the Zapier platform use the push command code out on the Zapier platform use the push command
• Only the users will be able to see the app until you invite testers
• Create a ZAP that use the application the users registered
• For authentication, the users must enter the login / pass of the account that will be used by Zapier to call APIs