All about Setup and Get started with Zapier in Vincere
Many of you told us you wanted to automate your business workflows, so we’re delighted to announce that we've launched our (Early Access) Zapier integration.
In the following sections, let’s briefly run through how to set Zapier up, so you have a sense of what you need to do. Zapier offers a fantastic guide which we recommend reading before you begin. 🤩
Click on the links ⬇️ to skip to the section you're interested in:
⭕ What is Zapier?
Zapier is an online automation tool that allows you to connect Vincere to your favorite apps, such as AutoPilot, Gmail, Slack, MailChimp, and over 1,500 more.
Through ‘triggers’ and ‘actions’, you can connect Vincere to these web applications and automate repetitive tasks without the need for any complex coding.
👉 Click here to see the 1500+ web applications that you will be able to connect with Vincere.
What is a Trigger?
A trigger means that when something happens in Vincere, Vincere automatically sends that information to Zapier for it to use in another application (i.e., the cause)
Examples include:
[Trigger 1] New Candidate added to Vincere Talent Pool > Add New Contact in Autopilot.
[Trigger 2] New Contact added to Vincere Distribution List > Add Contact to List in Autopilot.
What is an Action?
An Action is an event that follows when a Trigger is fired. (i.e. the effect).
Examples include:
Unsubscribe Email in Mailchimp > Unsubscribe Candidate/Contact in Vincere [Action 1].
New Contact Property Change in Hubspot > Unsubscribe Candidate/Contact in Vincere [Action 1].
📣 It's important that you understand the basics of Zapier before you can start automating your workflows. To learn more about Zapier, click here.
⭕ Setup a Zapier Account
You will first need an account with Zapier. Go to Zapier.com to create one.
⭕ How to Setup Zapier in Vincere?
To Setup Zapier ins Vincere, please follow the steps below ⬇️
Go to Zapier.com.
Sign up for a Zapier account, or log in if you already have one.
Navigate to “App Connections” on the left-hand menu.
Then click on Add Connection button.
Paste in your Vincere API Key when prompted.
📝 Note:
When creating your Zap, make sure to select the latest version of Vincere from the app list.
🔴 Tenant:
This is asking for your Vincere Account URL, look at your browser:
All you need is this (your Vincere Site URL): mycompanyname.vincere.io
You do not include any "https://"
🔴 API Key:
To get the API Key, please contact the Vincere Support Team
Click here to know how to reach out to the Support Team: How to contact Vincere support and book training?
Once you've done with the step above, now just need to authenticate with your Vincere user login.
The last step is Verify the connection > click on ‘Test’ to verify the connection.
👉 Once successfully connected, you can proceed to create your Zaps.
⭕ How to build your Zaps?
Click here for a step-by-step guide on how to build a Zap.
📝 IMPORTANT NOTES:
Your Zapier Integration is Tenant-based: This means that any zaps that you create that are linked to your Vincere account will be triggered (or actioned) across all users.
When selecting Distribution Lists / Talent Pools: Please note that at the moment, only Public Talent Pools/Distribution Lists are supported.
Here’s how you can check the settings inside Vincere:
🟠 On the Zapier side 🟠
1. When selecting Distribution List or Talent Pool, the numbers displayed next to the names of your Distribution List/Talent Pool refer to the ID (not the number of records).
2. When picking a sample when setting up your zap (On the Test step): Please note that at the moment, you can only pull in default samples for Contact & Candidates provided like so:
3. The Triggers linked to Zaps only work in the ATS/CRM.
At the moment, Zaps are only triggered when a New Candidate & New Contact is added from the ATS dashboard (a page in Vincere with the list of candidates) and CRM dashboard (a page in Vincere with the list of contacts) respectively like so:
🧊 New Candidate added to Talent Pool in Vincere (Trigger 1)
🧊 New Contact added to Distribution List in Vincere (Trigger 2)
👉 Please refer to this article to know how to reach out to our Support Team.
Happy Recruitment #TheVinnyWay🤩