Zapier

Setting up the integration with Zapier

1. In integrations select Connect Zapier
   
2. Click on Accept Invite & Go To Dashboard
   

Creating a trigger

1. In order to create a Zap, click on Make a Zap! at the top of the screen once you've logged into Zapier. 
   
2. Search for SmileBack
3. Click on Save + Continue
   
   
4. Click on Connect a New Account (or select an account that's already been connected). 
5. Click on Yes, Authorize Zapier in the pop-up.
6. Click on Save + Continue in Zapier to ensure that the connection between Zapier and SmileBack is working properly. Please note that you'll need a recent review in order for Zapier's test to be successful.
7. Chose your Action app (i.e. what you'd like to do once a review comes in to SmileBack). For example:
   • Slack - "Send Channel Message" – Post a new message to a specific #channel you choose
   • Trello - "Create Card" – Adds a new card on a specific board and list
   • Google Sheets - "Create row" - Create a new row in a specific spreadsheet
8. Ensure you set your Zap to on, and you're ready to go! 

Disabling a Zap

To disable your Zap, simply go to your Zapier Dashboard and slide the switch to off.