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Peter Dykstra
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September 13, 2018

Increasing Connectivity & Automation with AppSheet + Zapier

appsheet-zapier

If you're building an AppSheet app and hope to integrate it with an existing system or a third party app, life just got much easier. 

We're excited to announce the direct integration with Zapier is officially live, equipping AppSheet app creators with simple and reliable automated workflow options to over 1,000 external applications. AppSheet's existing webhook functionality helps app creators connect their apps to any external REST API, but with the direct connection to Zapier, anyone can create intuitive, multi-step automation workflows in minutes. 

A 'Zap' in Zapier is similar to a 'Workflow' in AppSheet, allowing users to set custom 'Triggers' in one app and corresponding 'Actions' in another app to automatically move data, generate alerts, or change fields. Currently, the AppSheet integration allows for 'Actions' (Add, Update, Delete, & Invoke Action) in your app, initiated by 'Triggers' from other apps available in the extensive Zapier app library. 


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Some valuable examples of app workflows enabled with Zapier include:

1. Sync Customer Details & Build CRM Add-Ons  

Screen Shot 2018-09-12 at 12.06.02 PMHaving access to real-time customer activities is important for almost all departments in an organization, but your CRM or subscription management platforms may only be available to specific teams. 

Connect your CRM to your AppSheet Apps to help automatically do things like: 

  • Sync contact detail updates with your AppSheet app.
  • Send custom notifications to app users when a critical CRM activity occurs.
  • Build an 'add-on' app that helps score leads, schedule updates, or generate PDF proposals or invoices when new deals are created.

2. Automate Expenses & Invoices

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Every company has unique methods, which often evolve as the organization grows, for managing employee expenses, customer invoices & vendor purchase orders. Using Zapier and AppSheet apps, those methods can be easily tied together, synced automatically, or consolidated.

Some common use cases include:

  • Automatically generate custom invoices or expense reports from your AppSheet apps when new entries have been added to your accounting platform.
  • Create a regular digest of recent expenses and distribute to appropriate team members for approval.
  • Sync your consultant or contractor timesheet app with your payroll system to automatically deliver paychecks once approvals have been issued.

3. Add Customer Transactions to Your Apps

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Automate alerts and account detail updates in your apps, so that when new transactions occur (on PayPayl, for example), they're instantly reflected across platforms.
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Basic transaction information (customer name, product purchase, etc.) is commonly retained just in the payment processing dashboard and/or the primary CRM, but is frequently valuable to team members who may not have direct access. By syncing those transaction information through Zapier to your AppSheet apps, the information can be easily made available to the right people in a variety of formats:

  • Transaction data in a custom report dashboard app.
  • A custom PDF report of transactions.
  • Custom follow-up emails to new customers.

4. Monitor Company Social Media Mentions

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If your brand has presence on multiple social media networks, you may be familiar with how difficult it is to stay updated on all the different types of activities generated. By creating a dedicated social management app in AppSheet and setting up some zaps from each network, you can easily monitor activities from a centralized dashboard.

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After syncing each of your social profiles to your Zapier account, create at least one 'Zap' for each network that 'Adds a Record' to your app that includes the message and a link to engage with it. Categorize each record by social channel name, and be sure to include actions for visiting the recording activity to engage with it.

Also, be sure to use your AppSheet Push Notifications to ensure your app users are notified whenever a new and relevant social activity occurs.

5. Use Slack Messages to Trigger Workflows

If your team uses Slack for internal communication, you can easily extract messages to one of your apps, or use commands in Slack to trigger custom app actions. A couple common Triggers used to export content include 'New Starred Messages' and 'New Files Added'.

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Your team may use AppSheet apps to help generate regular PDF reports, invoices or proposals, using a combination of Actions and Workflows that send a PDF to certain recipient(s). Now, by connecting Slack to your apps via Zapier and 'Invoking an Action', your team can generate those reports simply by posting a message to a predetermined channel. 

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6. Use Incoming Emails to Trigger Workflows

Do you ever receive system alert emails in your inbox letting you know when certain events have taken place? (Looking at you, Salesforce) Or maybe you receive regular summaries emailed at the end of the day with information that would be valuable to automatically incorporate into your AppSheet apps? 

A simple Zap can be created using a new inbound email as a trigger. Say, for example, you have a sales reporting dashboard app that needs to tally the total number of new customers every day, but you have no way to export that number automatically into your app.

By connecting your email inbox to Zapier and using results from a inbox search query as your trigger, you can automatically add records to your AppSheet app.

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To extract details from the content of structured emails and relay that data into your app, use Zapier's 'Email Parser' to quickly define variable fields in the email.

Zapier Email Parser
 
Then use those extracted fields when adding or modifying rows in your AppSheet app.
 
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Ready to try integrating and automating your app with other platforms?

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Enable Zapier in your AppSheet account & app with a few simple steps:

 

 

 

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