The goal of this help article is to give a quick overview of what is Zapier and how you can use it to integrate PARiM with other applications.
1. What are integrations?
2. Introduction to Zapier
3. PARiM-Zapier integration
4. Setting up the integration
5. FAQ
What are integrations?
Integration is a solution that connects multiple software platforms into a unified system and automates repetitive tasks. Integrations are further divided into out-of-the-box and custom solutions.
Every company is unique and has its own work processes. This means that usually, the only way to have software that handles all company processes is to have a homegrown system. This is a complicated way to solve this problem that only the largest organisations can afford.
The cost-effective alternative is to group tasks by area and then select specialised software solutions that closely match your company's needs. However, this introduces another problem - moving data between systems. Doing this manually is a repetitive and time-consuming task.
Out-of-the-box solutions are designed to cover the most common use cases. They are usually available on integration marketplaces and are straightforward to set up. But chances are that the two software's that you use do not have a pre-made integration or it does not fulfil your exact requirements. Then a custom integration needs to be built by a technical team. Or alternatively, Zapier service can be used.
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 PARiM Team name needed to connect with Zapier.
The other option is to click on the connect link on 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.
5. FAQ
1. The software I use has employee name as one field. How do I split it to 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