Zapier: Creating a Zap

Below are instructions to create a Zap to work with Testimonial Tree Zapier app. 

NOTE: Client will need their TT API key. 

 

Step 1: Set the Trigger. Go through the setup process for the app to connect to Testimonial Tree's Zapier app.

Step 2: Set the Action: Select the TT app  Screen_Shot_2018-04-20_at_10.49.34_AM.png

Step 3: Select the action. Send testimonial or survey request.

Screen_Shot_2018-04-20_at_10.49.41_AM.png

Step 4: Connect your account and enter your API key. 

Screen_Shot_2018-04-20_at_10.49.49_AM.png

Screen_Shot_2018-04-20_at_10.39.19_AM.png

Step 5: Edit the template.

Screen_Shot_2018-04-20_at_10.50.00_AM.png

Step 6: Test the Zap. 

Screen_Shot_2018-04-20_at_10.50.15_AM.png

Step 7: Turn on your Zap.

Screen_Shot_2018-04-20_at_10.50.30_AM.png

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk