Automation with Zapier

📹 Intro Video

🏁 Getting Started

Connecting Bowimi

Step 1 - in Bowimi

Add zapier@bowimi.com as a user to your Bowimi account and give it ‘View Activity’ & ‘View Location Contacts’ permissions.

We recommend creating a role called “Zapier” and assigning this role to the user when you create it.

Step 2 - in Bowimi

Go to account profile icon > account set up> +Create key to generate an API Key and click “Copy API Key”.

Step 3 - in Zapier

When connecting your Zapier account to Bowimi, you’ll see this page:

Paste your API key from Bowimi into this text box.

🔫 Triggers

Triggers from Bowimi allow you to create actions in +4000 applications on Zapier. Our triggers currently include:

• Contact Activity
  • Contact Added
  • Contact Updated
• Order Activity
  • New Order
• Pipeline Activity
  • Pipeline Changed
• Survey Activity
  • New Survey
  • Survey Edited
• Tag Activity
  • Tag Added
  • Tag Removed
  • Pipeline Changed
• Task Activity
  • Task Created
  • Task Updated
  • Task Resolved

The exact data supplied with each trigger varies (eg. product details with an order trigger, or images with a survey trigger) but the following items are consistent across all triggers:

• Location Details (except where a task is created without a location) including tags & contacts.

💭 Example Zaps

• Creating and sending invoices
• Sending emails (immediately or after a delay)
• Sending notifications to Slack or Teams
• Creating and updating events in your calendar
• Updating your CRM (Hubspot, Salesforce, Pipedrive, Zoho etc)
• Saving photos in Google Drive or Dropbox
• Updating a Google Sheet or Excel File

📚 Resources

Here are some useful quick-reads to help you get started with Zapier:

https://zapier.com/help/create/basics/learn-key-concepts-in-zapier

https://zapier.com/blog/zapier-internal-apps-powerful-workflows/