This will explain what Zapier is, how you create Zaps, and how it integrates with Essentials. Have you ever wondered how you could send certain email notifications or create certain actions within Essentials when Essentials doesn’t offer those notifications or actions? Essentials now integrates with Zapier. 

Topics in this article include

• What is Zapier?

• Do you have to pay for this service?

• How do I get started with Zapier?

• How do I create a Zap?

• How do I delete a Zap once it's created?

What is Zapier?

Zapier is a web automation app that allows you to build Zaps, which can automate parts of your business or life. A Zap is the blueprint for a task you want done repeatedly. With Zapier, you can pick what fields from the trigger service should go to the action service and use static text and custom fields. What does this mean for you? This means you can send new deliveries or transactions for events to your Google Calendar or send a notification email to a team member when items have been sent out or received. The list can go on and on.

Do you have to pay for this service?

As of right now, Essentials offers this service at no extra charge to your Essentials plan. However, Zapier offers both a free and a paid service. Either will work with Essentials. If you take the offer for the free service, you may not get as much functionality from Zapier as you would with the paid version.

How do I get started with Zapier?

Click here to receive an invitation. Once you accept the invite, you’ll be linked up with the Essentials App through Zapier.

How do I create a Zap?

Once your Zapier account has been created, support will send you the link to join, and you will accept the invite. Log in to your Zapier account.

1. Click Make a Zap, which is located at the top of the Zapier account page.
   
     
2. Next, you will set up a trigger connecting to a Trigger App. You will see that list under the Your Apps section if you've already connected with some trigger apps. Otherwise, you will search for Rental Essentials US (Beta) and click on the app.
    
   
   
3. Your next step is to choose a trigger. If you don’t know the exact trigger, you can search for an Essentials trigger by entering keywords in the search field.  Here is a list of the triggers.
   
   
   
4. Once you find your trigger, select it and click Save + Continue at the bottom of the screen.
    
   
   
5. Select the Zapier account to which you want to connect. If your account is not listed, click Connect an Account and search for your account to connect with. Once the account is selected, click Save + Continue at the bottom of the screen.
   
   
   
6. A window with things to double-check will now appear. This will ensure that you haven’t missed anything that would trigger this trigger.
   
   
   
7. Once you have checked off everything on the checklist, click Fetch & Continue.
   
   
   
8. If the test fails, you will receive a window letting you know it failed and a list of what to check. You can always skip the Test and continue, which is not recommended. For now, we’re going to ignore the test and continue.
   
   
   
9. You will set up your action once the trigger has been created. The action is what you want to happen once the trigger is activated. For now, we’re going to update the event we already connected to our Google Calendar. From our Apps list, you want to select Google Calendar or you can search for it.
   
   
   
10. We’ll now select the action we want to take. For now, we’ll select Update Event and click Save + Continue.
     
    
    
11. Once the Zap is created, the template will need to be completed. The template is the sequence of actions that will take place once you find what you’re looking for that has changed or updated. Once the template is completed, click Continue and add a name for your Zap. 

How do I delete a Zap once it’s created? 

From the Zapier dashboard, you will see a list of created Zaps in the Home section.
 

1. Click the down arrow next to the Zap you want to remove and choose Delete. 
   
   
2. Once you’ve selected Delete, be sure to confirm the deletion by clicking Really Delete?
   

 Please click here to contact support with any questions or if you need any assistance. You can also click here to reach one of our support team members via our unlimited Live Chat feature.