Overview


Zapier is an online automation tool that connects hundreds of apps, such as Gmail, Slack, Google Docs, CoreBridge, and over 750 more. Zapier allows you to connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. You can move info between your apps automatically, so you can focus on your most important work rather than focusing on repetitive data entry. With Zapier you'll be able to integrate 3rd party applications with CoreBridge, and likewise, have CoreBridge communicate directly with other applications. For more information on Zapier, please see their website



Table of Contents




Sign-up for Your Zapier Account


To get started you will need to set up a Zapier account if you have not done so yet. This can be done by going to zapier.com, please be aware that although provides a free version you will likely need a paid subscription to Zapier for most integrations with 3rd party applications. Zapier provides a free 14-day premium trial account when you're first getting started. 


After you have successfully signed-up and logged into your Zapier account you'll need to use an invite link to access the CoreBridge Management System application. If you skip the invite step below you will not see CoreBridge Management System as an available application when creating your first zap.


 


Accepting the Invite to CoreBridge Management System


Currently, the CoreBridge Management System is in an Invite-Only beta phase with Zapier. To be invited, please follow these steps:

  1. Log into your Zapier account. 
  2. Visit this link:  CoreBridge Management System - Zapier Invite Link
  3. Click Accept Invite & Build a Zap. 

Because the CoreBridge integration with Zapier is still in BETA you may encounter unforeseen issues. If you do, please notify our support team as soon as possible.




Using CoreBridge as the Trigger for Your Zap


Zapier is a tool that can be used to notify you when actions or changes are made in your CoreBridge Management System pertaining to the following items:

  • A new customer is created
  • An existing customer is edited
  • A new contact is created
  • An existing contact is edited


The following example is set up to show you how to set up a zap that will notify you via email when a Customer is created. This example is merely to demonstrate the basics of working with Zapier, further documentation on integrating your desired 3rd party application can be found on Zapier.com. 

  • To get started, log into Zapier click Make A Zap. This will take you to a page where you will follow a set of steps to determine when and how you will be notified of changes.




Setting up Your CoreBridge Trigger


Setting up your trigger is divided into 4 steps; choosing your app, choosing your trigger, granting access to your CoreBridge System and testing. Your trigger app is the source where changes are being made that you will want to be notified of, in this case it will be the CoreBridge Management System.

  • Choose App
    • Using the search bar under the header Choose a Trigger App select CoreBridge Management System.
      Note:  If you do not see CoreBridge Management System please stop and repeat the step Accepting Invite to CoreBridge Management System
    • Once you have selected this as your trigger app you will immediately move to your next step.
  • Choose Trigger
    • The triggers that you have to choose from are:
      • Update Contact
      • Create Customer
      • Create Contact
      • Update Customer
    • Select Create Customer then click Save + Continue.
  • Choose Account (This is where you will create a connection with your CoreBridge Management system.)
    • There will be a + Connect a New Account option available. Select this option.
    • A new window will appear asking for permission to access your CoreBridge Management System Account.
      • You will need to retrieve an API Key from the Management Module in your CoreBridge system to complete this step. It can be found by putting your CoreBridge domain into the following link:  https://<corebridge businessname>.corebridge.net/ManagementModule/GlobalSettings/Services.aspx

      • The account name you use must be the default account URL given to you by CoreBridge. If you are using a custom domain please do not use this, but use the default domain. This should end in .corebridge.net.
    • Input the appropriate API Key and Account Name then click Yes, Continue
    • Once you have completed all of the above steps, click the Test button.
    • This should return a Success! message. If it does not, please verify that the API key and subdomain are correct and try again. If you continue to have problems please contact CoreBridge support for assistance.
    • Click the Save + Continue button.
  • Test this step
    • Click the Fetch + Continue button.
    • This should return a Test Successful! message. If it does not, please verify that you have at least 1 customer in your CoreBridge system then try again. If you continue to have problems please contact CoreBridge support for assistance.
    • Click the Continue button.




Setting up Your non-CoreBridge Actions


Now that you have defined your trigger you're now ready to create your actions. Actions are the things that you want to have happen when the trigger occurs. In this example, we want Gmail to send us an email every time a new customer is created.

  • Choose App 
    • Select the app where you would like to be notified of actions completed in your CoreBridge Management System.
    • For our example, please choose Gmail
  • Choose Action
    • Using the selected app from step 1 you will be presented with the available actions. Please select the action you prefer. 
      • For our example, Gmail provides you with 2 options, create draft and send email. We will be using Send Email.
    • Select Save + Continue
  • Choose Account
    • Click on + Connect a New Account.
    • When the window appears, select your preferred gmail account and input your credentials. 
    • Once you have completed all of the above steps, click the Test button.
    • This should return a Success! message. If it does not, please attempt to connect to your GMail account again. If you continue to have problems please contact CoreBridge support for assistance.
    • Select Save + Continue
  • Edit Template
    • Since we are sending an email we are required to define the email template so that Zapier knows who to email and what the subject, body, etc. should be for the email. Since this is an outgoing email the required fields are:
      • To
        • This is the email address that will be receiving the notification or alert. 
        • Enter your email address so that you are notified. 
      • Subject
        • This is the subject line of the email that you will be receiving.
        • Enter the text New Customer Created:
        • Click add merge field icon, then choose Step 1:  Company Name. 
        • The final Subject should look like the image below.
      • Body
        • This is the body of the email that you will be receiving.
        • Enter the text as shown below, remember that this can be any text that you prefer. Also, don't forget that you can add in merge fields which will replace the data dynamically. This is useful for including the company name, contact name, etc.

    • Once all of the required and optional fields are filled out, click Continue.
  • Test this Step
    • On this step you are presented with the example email that will be sent during the test.
    • If everything looks correct in your example, please click Create & Continue.
    • This will send the example email to your Gmail account. You should receive a Test Successful! confirmation if everything goes through properly. Please check your Gmail account for the example email to confirm everything looks correct. 
    • Click Finish to save your Zap. 



Naming and Turning on Your Zap


Once you have completed all of the above steps for setting up your trigger and actions you will need to turn on your zap and name it if you have not done so. If you plan on having multiple zaps it is recommended that you use a naming scheme that clearly identifies the purpose of the zap.

                

Turning on your zap is simple. If everything passed testing you can then toggle your zap to on. You will then get a green checkmark and the zap will show as on in green as well.





Using CoreBridge Actions with a non-CoreBridge Triggered Zap


At times you may wish to have CoreBridge perform actions based on triggers that occur in a separate app. This is often the case if you have a separate CRM system for instance and when you update a contact in the CRM or create a new customer, you wish for that information to be updated in CoreBridge automatically so that you do not have to manually update it yourself. 



Setting up Your Non-CoreBridge Trigger



There are hundreds of applications that currently integrate with Zapier, it is recommended that you refer to those applications documentation on how to set up the trigger for your preferred application. Once you have this application setup move on to step 2 which will be setting up the action using CoreBridge. Once you have your triggering app properly configured, please proceed to the next step. 




Setting up Your CoreBridge Actions


  • On the Choose an Action App step select CoreBridge Management System.
  • Select your Action - You will be able to select from the following options.
    • Update Contact in CoreBridge
    • Update Customer in CoreBridge
    • Create Customer in CoreBridge
    • Create Contact in CoreaBridge
    • Find Customer
      • This can also be used as a search and create function. If the search returns no results you can have it create a customer with specified data in your CoreBridge System.
    • Find Contact
      • This can also be used as a search and create function. If the search returns no results you can have it create a contact with specified data in your CoreBridge System.
  • Choose Account
    Note: If you have already established a connection to CoreBridge in a previous zap you may not be prompted to complete this set of steps. 
    • This is where you will create a connection with your CoreBridge Management system. Click + Connect a New Account.
    • A new window will appear asking for permission to access your CoreBridge Management System Account.
      • You will need to retrieve an API Key from the Management Module in your CoreBridge system to complete this step. It can be found by putting your CoreBridge domain into the following link: https://<corebridge businessname>.corebridge.net/ManagementModule/GlobalSettings/Services.aspx

      • The account name you use must be the default account URL given to you by CoreBridge. If you are using a custom domain please do not use this, but use the default domain. This should end in .corebridge.net
    • Input the appropriate API Key and Account Name then click Yes, Continue
    • Once you have completed all of the above steps, click the Test button.
    • This should return a Success! message. If it does not, please verify that the API key and subdomain are correct and try again. If you continue to have problems please contact CoreBridge support for assistance.
    • Click the Save + Continue button.
  • Test this step
    • Click the Fetch + Continue button.
    • This should return a Test Successful! message. If it does not, please verify that you have at least 1 customer in your CoreBridge system then try again. If you continue to have problems please contact CoreBridge support for assistance.
    • Click the Continue button.
  • Set Up Template
    During this step you are given the opportunity to set and/or update fields of information in CoreBridge with the information from your triggering application. If you were using a CRM package for instance, this is where you would place the merge fields from the CRM software into the available fields for CoreBridge. 
    • Fill in all required fields and any additional optional fields you wish to update. 
      • If using the Search and Create option there will be a checkbox to Create CoreBridge Management System Customer/Contact if it doesn’t exist yet and this will provide you with additional fields to complete.
  • Test CoreBridge Management System
    • This will allow you to test your zap with your CoreBridge system.
    • To start the test, click Create & Continue or the Search & Continue button.
    • If the test is successful, please click Finish. If it is not successful please verify that your actions are correct, make any adjustments needed and test again. If you continue to experience problems please contact CoreBridge Support. 



Naming and Turning on Your Zap


Once you have completed all of the above steps for setting up your trigger and actions you will need to turn on your zap and name it if you have not done so. If you plan on having multiple zaps it is recommended that you use a naming scheme that clearly identifies the purpose of the zap.

                

Turning on your zap is simple. If everything passed testing you can then toggle your zap to on. You will then get a green checkmark and the zap will show as on in green as well.