2. Creating a Zap using an integration template

There is a menu popular Zaps — integration templates — that come pre-created, meaning there are just a few steps required to configure them.

Let's take one for a spin:

1. When you're logged into Zapier, search for "Splash" to access a menu of existing, popular Zaps.

 

2. In this example, we're going to set up a Splash + Spotify integration. When a guest RSVPs to our event, it'll update a Playlist with a new song.

Find the Splash + Spotify Zap, and click the Use this Zap button.

 

3. Next, we'll be brought to the Zap's template editor. You'll be greeted by a description of the Zap along with some basic requirements. 

Hit the Create this Zap button to get started.

 

4. Now you'll be prompted to choose a Splash trigger — the action that needs to happen in order to initiate the integration, such as an RSVP or ticket purchase.

In this example, the only available trigger is New Attendee (when someone RSVPs) so select it and hit Continue.

 

5. Choose the Splash account you'd like to connect Zapier to — there will likely be only one option — and then hit Continue.

 

You can also test the account you've selected to ensure it can be successfully connected. 

6. Next, identify the events you'd like to configure the integration for.

The default will be all events connected to your account:

 

Or you can use the Show advanced options link (see above) to select the event(s) you'd like the integration to apply to.

 

7. Hit the Fetch & Continue button to test things out. You'll see the testing criteria below under "Things to double-check" — this is stuff that needs to be in place prior to finalizing the integration. 

8.  After the Splash test is shown as successful, hit the Continue button.

 

9. Proceed to setting up the system you're connecting Splash to, which in this example is Spotify.

10. You'll be asked to connect your account. Do that. Then test it for good measure before saving and continuing on.

test_spotify.gif

 

11. Continue following the steps that Zapier guides you through; they'll be different for every integration you setup.

 

It's always a good sign when you're prompted to test and it runs successfully.

 

12. After the last step has been completed, hit Finish!

 

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

 

Hello, automation!

Okay, now that we have our first Zap under our belt, let's cover how to create a custom one.

Was this article helpful?
0 out of 0 found this helpful