The goal of this help article is to give a quick overview of what Zapier is and how you can use it to integrate Parim with other applications.
Introduction to Zapier
Parim-Zapier integration
Setting up the integration
FAQ
Introduction to Zapier
Zapier is a web-based automation tool that allows users to integrate various web applications and automate tasks between them. As an added benefit, no coding is required. The platform connects with over 3000 web apps, including popular software such as Google Sheets, Slack, Trello, Asana, and many HR tools.
Using Zapier, users can create workflows, called 'Zaps,' that automate tasks such as sending emails, creating tasks, updating spreadsheets, and more. Zaps consist of a trigger, an action, and sometimes a filter that determines when and how an action is performed.
Zapier's easy-to-use interface and extensive library of pre-built integrations make it a popular tool for individuals and businesses looking to automate repetitive tasks and improve productivity. The platform offers a free plan with limited features, as well as paid plans that provide more automation options, increased task volume, and support.
Detailed information on Zapier can be found in their help section. There is also a handy short guide that covers automation basics.
Parim-Zapier integration
The current release contains two functionalities:
A Zapier event for creating a user in Parim. This means that creating a new user in a connected software will automatically create a user in Parim.
A Zapier trigger for when a new user is created in Parim. This means that creating a new user in Parim can trigger an automatic user creation in connected software.
This section will be updated once we develop the integration further.
Setting up the integration
There are two ways to connect Parim to Zapier. If you already have a Zapier account, you can just find Parim in their marketplace and connect through there.
The first step is to go to the Integrations Marketplace:
The landing page will show all available integrations together with some options for filtering.
In addition, API key generation and management can be found there, too. API keys are used when setting up an integration via Zapier or another software. You can get the public and private API keys and the Parim Team name needed to connect with Zapier.
The other option is to click on the connect link on the Parim Integration Marketplace. It will take you to the Zapier page for the PARiM integration.
You will then need to either sign in with your existing Zapier account or create a new account. You are then ready to start setting up automation using Zaps.
FAQ
1. The software I use has the employee's name as one field. How do I split it into first and last name?
You would need to use Split text in a formatter step. Exact instructions can be found in this Zapier help article.
2. How to add multiple qualifications?
You need to add qualification ID-s separated with commas and with no spaces. Here is an example: f31c4ca3-75af-11eb-b197-0a5aea3e4017-00000,ec5e3e04-9fb8-43f6-8b55-20152f517e5c-3cByL You need to add the same amount of qualification expiry dates and qualification numbers as well.
If you have any follow-up questions, please contact our support via the chat bubble or send an email to support@parim.co