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Definition of a Zap

A Zap is the combination of a trigger and one (or many) actions. Each trigger and action is provided by an application (BoondManager, Gmail, TypeForm, Zendesk…) and allow you to interact with itself.

The trigger step is the one that will launch your automation (ex: A new Candidate/Opportunity has been created in BoondManager, Someone has submitted one of your TypeForm, ...

Once the trigger is launched, your Zap will play every action one by one until the end of your process.

What for?

Each Zapier action enables you to (using some data obtained most of the time from your trigger or first actions) create or edit a record in BoondManager.

In order to help you trigger some process whenever a specific event happens in BoondManager, we provide you many zapier triggers.

Triggers based on creation events

Those events will launch your zap whenever a creation (of the related object) is observed. Once created, you'll be able to use the newly created data to launch other actions. Here is the list of the triggers available after a event creation:

• New Candidate
• New Resource
• New Company
• New Contact
• New Opportunity
• New Project
• New Invoice
• New Action / Action Updated

Triggers based on update events

Those events will launch your zap whenever an update (of the related object) is observed. You'll get the detail of what has been updated and be able to use them to do some other actions. Here is the list of the triggers available after an update event:

• Candidate Updated
• Resource Updated
• Company Updated
• Contact Updated
• Opportunity Updated
• Project Updated
• Invoice Updated
• New Action / Action Updated

Post a Slack message in a channel every time a new project is created

With this Zap, you can notify your teams (in a specific Slack channel) every time a new project is created. This kind of zap structure can be used with any creation trigger.

Post a Slack message every time an opportunity is updated to "Won"

This zap allows you to notify your teams on Slack every time a BoondManager's Opportunity is updated to "Won". This kind of zap structure can be used with any update trigger. The specificity of this Zap is that it contains a "Filter" step that you can use to make sure some conditions are verified before playing the other actions. For example here make sure the "State" of the opportunity has been changed to its "1" value (which means "Won"). If something else was changed, the zap wouldn't go further.

Post a slack message every time an opportunity is created

Here again we are using a "creation" event to launch an automation. To show you a bit more about what you can do, we've created two different zaps depending on your level and Zapier pricing:

• Beginner Zap: we post a message right after the trigger
• Advanced Zap: we get the creator and company details before posting (to be able to send more details on our slack post)

In order to automate BoondManager record creation/update, we provide the following actions:

Search Actions

Those actions help you get details of a specific record in order to do something with it (check if a record already exist, update some of its information, ...).

Here is the list of "search" type actions provided by BoondManager.:

• Find a Company
• Find a Candidate
• Find a Resource
• Find a Contact
• Find a Log

Creation Actions

Those actions enable you to create automatically new records in BoondManager. It can be very useful if you want to make sure some data gathered by another of your Software automatically go into BoondManager.

Here is the list of "creation" type actions provided:

• Create a Candidate
• Create a Resource
• Create a Company
• Create a Contact
• Create an Opportunity
• Create an Action - Candidate
• Create an Action - Contact
• Import a File

Update Actions

Those actions enable you to make sure your BoondManager data is always up to date.

Here is the liste of "update" type actions provided:

• Update a Candidate
• Update a Resource
• Update a Company
• Update a Contact
• Update an Opportunity

In order to help you, feel free to have a look at those actions and to copy our following Zap Templates.

Create a candidate in BoondManager every time a Typeform is submitted.

This zap can be very useful if you're looking for a simple way to provide your candidate a recruitment form that communicates with BoondManager.

If you want to use it, feel free to click on this link in order to see our Zap template.

Create a candidate in BoondManager every time a GForm is submitted

Exactly the same logic as the previous one but this time with GForm.

If you want to use it, feel free to click on this link in order to see our Zap template.

Create an opportunity every time a GForm is submitted

Same again but this time for an opportunity creation (and also the company/contact creation if those ones don't already exist in your BoondManager's interface).

If you want to use it, feel free to click on this link in order to see our Zap template.

And many other use cases...

You could, for example, use any form to:

• Update some existing record (choosing the mandatory fields you want)
• Create action templates 
• Import some documents gathered through another application

If you have any improvement ideas regarding our available actions/triggers, please let us know! We'll be glad to make this integration more powerful!

This tutorial has been written in french but you'll find many other tutorials explaining how to create a Zap in Zapier tutorials