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How to Create a Zap Using an Integration Template
How to Create a Zap Using an Integration Template

How to get started with Zapier using integration templates

Petya Filipova avatar
Written by Petya Filipova
Updated over a week ago

If you would first like to learn more about the Zapier integration, see the article here.

To get started with Zapier, we recommend using one of the integration templates. This will make it easy to get some of the most popular automations set up in a couple of clicks.
For the full list of zkipster integration templates as well as Triggers and Actions, please visit the zkipster integrations page on Zapier.
In the meantime, we have selected some of the most popular ones below:

1) CRMs

2) Virtual Events

3) Ticketing & Payments

4) Communications

For information on our native integrations feel free to check out the Salesforce and Zoom articles.

Creating a Zap from an Integration Template

You can access the integration templates both in this article and in on the zkipster Integrations page on Zapier. Simply click on "Try It" to get started.

Sign in to Zapier.

If you aren't already signed in to zkipster or your desired application, you will be prompted to sign in.

From here, choose the accounts you would like to connect Zapier to - there will likely only be one option for each application.

Under each account, you will be asked to enter or select specific fields as necessary.
Then, at the bottom right corner click on "Turn on Zap" and you're all set!

Pro tip:

You can also go into the Advanced Mode at any time to further configure your Zap.

The advanced mode section is accessible through the bottom left corner of the template.

In the advanced mode, you can select specific details like which action or trigger in zkipster, the specific account, and also which event to automate your workflow in.

You will also have the option to test your trigger once you have selected all your fields.

You will also be prompted to fill out all the details in the other application and test this if you wish.

The final step is to turn your newly created Zap on, then it's active.

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