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How to use Nutcache + Zapier integration
How to use Nutcache + Zapier integration
Nutcache Team avatar
Written by Nutcache Team
Updated over 2 years ago

What is Zapier?

Zapier is a tool for creating automations between different web applications. By automating otherwise manual tasks, it helps increase productivity by saving time through automation of recurring tasks and business processes.

Working with Zapier

Zapier is a tool that allows you to link Nutcache to other apps and automate workflows to extend the capabilities of your favorite app.

You can enable the Nutcache-Zapier connector by signing up for a Zapier account. By developing a Zap, you can combine Nutcache with any of the hundreds of accessible applications. When a Zap's rules (triggers) are met in 'App A,' the required action is performed automatically in 'App B.'

What are Zaps?

A Zap is the name given to a Zapier-connected action. Each Zap is made up of Triggers and Actions. A Trigger is the initial step of an event that passes data to the Action app.

Requirements

To integrate Nutcache with another app you'll require the following:

  • Nutcache Account

  • Zapier account

Sign up for a Zapier account

Go to the Zapier website. Select the Sign Up for Free button or enter info in the form or log in to your existing Zapier account.

How to integrate an app with Nutcache using Zapier?

In Zapier

When making the Zap, you can decide whether you want Nutcache to be the trigger app or the action app. In either case, you'll need to connect your Nutcache account to Zapier.

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IMPORTANT NOTE

The Nutcache-Zapier integration's initial version only allows for the creation of triggers. Actions will be added in a future Nutcache update.

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Creating a Zap with Nutcache as the trigger

To make a Zap with Nutcache, you'll need to login to Zapier. From the home page, click the "Create Zap" button.

After that, you'll be taken to the Zap configuration page. This is the page where you will configure the zap's trigger and action. To keep track of your Zap, we recommend giving it a name.

Step 1: Set up the trigger (Nutcache)

The first step of any Zap is to set up a trigger. In this case, we would like Nutcache to trigger an action (sending an email for example) so Nutcache would be considered the trigger app.

After selecting Nutcache as the trigger app, you will be prompted to choose the specific conditions (event) for activating the trigger. n this case, we want the Zap to run whenever a new project is created.

The first time you create a Zap, you will need to log in to your Nutcache account:

Once you signed in to your Nutcache account, the next step is to connect your Nutcache account to Zapier (or to select an already connected Nutcache account).

After selecting your Nutcache account, you will need to choose which Nutcache company (organization) you want to use:

Zapier will ask you to test your trigger as the final step of the first phase. If everything goes well, you'll be directed to the next phase in your Zap.

Step 2: Set up the action

For the second step, you'll be asked to pick an action app. Depending on the application you select, you will be asked to select an action for this application to take.

Simply follow the on-screen instructions after selecting your action app.

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