You create an account in Zapier and create Zaps that respond to events (or triggers) in your organization's other cloud-based services - which will then automatically launch checklists in Manifestly or create a Zap to update other systems upon the completion of a step or checklist in Manifestly.
This ensures your recurring processes and quality checks happen every time, without delay, and without the need for a person to remember.
Integrating your Workflows with Zapier Integrations
Zapier has excellent documentation on using Zaps to automate your business workflows. Once you sign up on Zapier, follow the directions to connect it with your Manifestly account.
- Create an account on Zapier, it's free!.
- Create the workflow on Manifestly that you want to run automatically.
- Create a new 'Zap' with Manifestly on Zapier.
- You’re all set! The automation runs in the background, giving you peace of mind.
Some Zaps to Start With...
A few videos showing how to set up Zapier integrations with Manifestly.