Integrating with Zapier
Expanding Hover's Capabilities with Zapier: An Overview
This document provides a brief introduction to Zapier and outlines how you can leverage it to connect Hover with thousands of other web services, empowering you to automate workflows without writing any code.
What is Zapier?
Zapier is an online automation tool that connects your favorite apps and services. Think of it as a universal translator for your software. It allows non-developers to build "Zaps" – automated workflows that trigger an action in one app based on an event in another.
Key Concepts in Zapier:
- Zaps: The automated workflows you create. A Zap consists of at least two parts: a Trigger and an Action.
- Trigger: An event that starts a Zap. The Hover connector offers the ability to start a Zap when a resource is created in Hover (a job, an estimate, a proposal, et. al).
- Action: The event that a Zap performs after the trigger. For example, "Create a New Contact in Salesforce" or "Send a Slack Message."
- Connectors: Zapier provides "connectors" for thousands of different web applications (including Hover), allowing them to communicate with each other.
How The Zapier Connector for Hover Works
The Zapier Connector for Hover makes it incredibly easy to automate tasks and build powerful integrations between your Hover account and over 5,000 other applications supported by Zapier.
Instead of needing a developer to write custom code for each connection, Zapier provides a user-friendly, drag-and-drop interface. This means anyone can set up automated workflows to:
- Move data between Hover and other apps: Automatically transfer information like job details, customer information, or project updates.
- Trigger actions in other apps based on Hover events: For instance, when a job status changes in Hover, you can automatically send a notification or update a CRM record
- Perform actions in Hover based on events in other apps: You could, for example, create a new job in Hover when a new lead is added to your CRM, or initiate a new capture request based on a form submission.
Empowering Non-Developers
The beauty of Zapier is its accessibility. You don't need to understand complex APIs or write a single line of code to build these powerful integrations. Zapier's intuitive interface guides you through the process of connecting your accounts, setting up triggers, and defining actions. This empowers business users, sales teams, operations managers, and more to customize their workflows and increase efficiency directly.
By leveraging The Zapier Connector for Hover, you can ensure your Hover data flows seamlessly across your entire tech stack, automating routine tasks and freeing up your team to focus on what matters most.
Updated 20 days ago