All about Setup and Get started with Zapier in Vincere
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. 🤩
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⭕ Setup a Zapier Account
You will first need an account with Zapier. Go to Zapier.com to create one.
⭕ How to Setup Zapier inside Vincere?
To Setup Zapier inside Vincere, please follow the steps below ⬇️
Go to Vincere Settings > Marketplace > Zapier > Click on the Setup tab > Enable Zapier & click on ‘Setup’
You’ll see a page like this:
Click on ‘Accept Invite & Build a Zap’.
Head over to the ‘My Apps’ tab and search for Vincere, then click on Connect
It will redirect you to a new site where you need to input the API key and Tenant in the fields.
Now, here’s where you connect your Vincere account.
🔴 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)
Need help? 🤔
If you have any problems in setting up a Vincere to Zapier integration or having issues making your zaps work, please send your inquiry to support@vincere.io with details on what Triggers/Actions you’re trying to achieve. Remember, we’re always here to help!
👉 Please refer to this article to know how to reach out to Support Team Efficiency
Happy Recruitment #TheVinnyWay🤩