Would you like to connect your incwo software to other services or platforms? You don't have the in-house skills to use APIs?
Connect incwo to Zapier and use this service to interact with over 1,500 apps of all types: crm, data, social networks, forms, the list goes on!
Easily automate all kinds of processes from incwo and boost productivity
Once the "Zapier app" has been installed on your application, it can be connected to the "Zapier" solution.
Authorize connection
To authorize a connection between incwo and Zapier, go to incwo after installing the app, and create a new user dedicated to Zapier.
Assign the access permissions you require. The data to which Zapier has access will be limited according to your settings.
Actions available
The incwo actions and triggers available on Zapier are as follows:
- Create a contact in incwo (action)
- Create a company in incwo (action)
- Create a task in incwo (action)
- Search for a contact in incwo (action)
- Search for a company in incwo (action)
- Trigger an action when a contact is created on incwo
- Trigger an action when a company is created on incwo
- Trigger an action when an opportunity is created on incwo
- Trigger an action when a task is created on incwo
Automation examples
- When an opportunity is created on incwo, add it to an online Google Sheets document
- When a mailchimp form is filled in, create a contact and a task on incwo
- When a new twitter account follows you, create a task on incwo and a corresponding contact
- When an opportunity is created on incwo, add a message on Slack
Automate actions
You must have an active Zapier account.
Visit https://zapier.com/app-directory/incwo/integrations
To create an integration ("zap"), start by choosing a trigger on Zapier. When you choose an incwo trigger or action, you'll need to fill in the Zapier incwo login form, with the name and password of the Zapier user you've created on incwo.