Integration With Zapier

eWay-CRM allows you to integrate with Zapier. You can create automatic workflows that will work for you.

This article describes an integration setup that enables the automatic creation of a deal in eWay-CRM whenever a company is created in eWay-CRM. The idea is that each time a new company is entered, a corresponding deal is also automatically generated, so you won’t need to input it manually. This is just one specific scenario; the integration between eWay-CRM and Zapier has many other uses, such as processing data received in eWay-CRM or using data from eWay-CRM for operations in other applications. The integration works with both default eWay-CRM fields and custom fields.

  1. Log in to your Zapier account.
  2. Click Create to start a new scenario.

  1. First, click Trigger to set up the trigger that will initiate an action.

  1. Choose your first application—in this case, eWay-CRM—by typing its name to search for it, then click eWay-CRM.

  1. Once the app is selected, specify the trigger type. We assume it’s the creation of a company, so select New or Updated Company.

  1. Next, in the Account field, log in to your eWay-CRM account as usual. You can log in without the Client ID and Client Secret, as they are optional. Once logged in, click Continue.

  1. Run a test for this step, which will generate a few basic records, in this case, companies. Click on them to view the values Zapier has retrieved; a list of all available fields will be shown. Choose one of the records, then click Continue with selected record.

  1. In the next step, select the action (Action) and again search for and choose eWay-CRM.

  1. In the Action event, specify the action to be performed—in this case, Save a Deal.

  1. Once done, click Continue.

  1. Now, you can set which values will populate the deal fields. These can come from the newly created company or be set as fixed values as needed.

  1. After filling out everything required, click Continue.

  1. Test your scenario by clicking Test step.

  1. If everything is correct, you can publish your Zap by clicking Publish. In the Trigger field, you’ll see how often the scenario will run, in this case, every 5 minutes.

  1. Once the scenario is published, it will start performing the desired action, in this case, creating deals associated with companies.