Zapier Templates

Zapier templates are basically pre-build zaps or connection between applications that helps to automate the workflows in a jiffy.


Let's understand the process by creating a Zap template for Mailchimp:

  • When you login to your Zapier account, on the dashboard -> go to Explore.
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In the Explore, when you scroll down, you can see the list of apps.

  • Search for the app you want to automate.
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As soon as you select Agiliron and scroll down, you will find the zap templates that match your selected apps. These are the pre-build connections. Selecting any of these will instantly automate the workflow.

  • Let's select Agiliron + Mailchimp.
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So here, everything is already set up. Whenever a new contact is created in Agiliron, it will add a new subscriber in the Mailchimp app.

  • Click on Try this Template.
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  • First, you need to choose the account/Agiliron instance by clicking on Choose Account.
  • You can give a relevant name to your Zap.
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  • Here, click on Test Trigger, to see if the trigger is set up correctly.
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  • After testing, click on Continue.
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  • Edit the action if needed and click on Continue.
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  • Choose your Mailchimp account and again click on Continue.
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  • Here, you need to set up the action and click on Continue.
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  • In the next step, you can click skip the test or click on Retest and Continue.
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  • Now when everything works fine, you'll get an option to Turn on Zap. Toggle the button and set it On.

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When you go back to the dashboard, you can see the created Zap.

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Similarly, you can also create Zapier templates for Google Calendar and Cognito forms.