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What is Zapier?
Zapier is a platform that lets you build automated workflows to connect different applications. There is a free tier to using their product to get started.
Zapier makes it easy to craft custom, automated solutions that fit how people work.
Choose a trigger. Every time it happens, a Zap runs automatically.
Then, pick an action — which is the task Zapier fulfills.
Ninety triggers and actions with Zapier
Start an automated workflow with Zapier and Ninety. Below is an example of a common trigger that Ninety users employ with Zapier.
Trigger: when a new To-Do is created by a team, manager, or team member
After the trigger occurs, actions in Zapier can update content in Ninety. Here are some examples of actions to use with the above trigger:
Action: create an Issue for a specific team and or user
Action: create a Headline for a particular team and or user
Action: update KPI details
Action: edit a KPI's score
Getting Support
Because Zapier helps connect to systems outside of Ninety, troubleshooting may involve issues beyond our control.
For help setting up Zaps, we recommend reaching out to the Zapier support team through their website or using a third-party service such as Data Automation which can build the Zaps for any Ninety team.
The Ninety Client Success Team can help you understand any of the Actions or Triggers above but cannot troubleshoot the Zapier software.
The Ninety Client Success team can't create Zaps for you due to security reasons. Zap creation requires logging into a Zapier account, and we do not recommend sharing account passwords with anyone, including our team.
More examples of Zaps to use with Ninety
Here are some more examples of Zaps to build right now!
✅ Automatically put new To-Dos assigned in Ninety on Google calendar.
Trigger: New To-Do created in Ninety on a team (or by a user)
Filter: Check to see who was assigned the To-Do
Action: Add the event to Google Calendar
✅ When a user completes a form in Appcues, create an issue
Trigger: Form Submitted in Appcues
Action: Create an Issue in Ninety
✅ When my team adds a new tag to a conversation in Intercom, create a Headline in Ninety. Whenever we receive Case-Study-worthy feedback in Client Success, I want a Headline created to talk about the conversation with our Marketing Team.
Trigger: Tag added to the user in Intercom
Filter: Check the case study tag in Intercom that our CS team uses
Action: Create a Headline in Ninety
✅ Every Monday morning, get a number from Domo reporting to update a KPI score.
Trigger: Schedule, every Monday at 6 am
Action: Webhooks, grab the webhook sent from Domo
Action: Update the KPI's score in Ninety
✅ When a login issue is reported to the CS Team member, increase the KPI "Login Issues" score by one.
Trigger: Tag added to the user in Intercom
Filter: Check for the "Login Issue" tag in Intercom that the CS team uses
Action: Increase the KPI in Ninety by one
