If you thought creating a Splash Zap from a template was cool, then consider building a custom one Miles Davis.
This is your chance to get creative!
Zapier allows you to connect to hundreds of apps to each other in an endless number of ways, allowing you to develop the right recipe for whatever process you're looking to automate.
Here's how to get started:
1. From your Zapier dashboard, click the Make A Zap! button.
2. Time to set up your Trigger App - in other words, the system where the integration will initiate.
Search for Splash and select it from the menu.
Note: You can absolutely create a Zap where the trigger is NOT Splash. That would mean when an action happens in another system, it would trigger an action to occur in Splash.
3. Select your trigger: the process in Splash, such as an RSVP, ticket purchase, or check-in, you'd like to initiate an action.
4. Next, you'll either need to connect your Splash account to Zapier. If you've connected Splash to Zapier in the past, you'll be able to choose your account in the appearing menu. If you haven't, you'll be asked to authenticate, which only takes a few seconds.
5. After you've selected your Splash account, hit the Test button to make sure Zapier can communicate it with it.
6. After your test is deemed successful, hit the Save + Continue button.
7. Next, decide the event(s) you'd like your Zap to apply to. If you leave this option blank then you will be creating a Zap that will trigger for all your events.
8. Hit the Fetch & Continue button to test this step.
9. If this test runs successfully, hit Continue.
10. Alright, now that your trigger is set, you want to choose an Action App. Your Action App will do something — a specified action — after Splash, the Trigger App, tells it to.
In this example, Google Sheets will be our Action App.
When an RSVP happens in Splash, Zapier is going to tell Google Sheets to create a new spreadsheet row and write down who that registrant was.
10. After the Action App is created, select the action you'd like it to perform.
11. Connect the Action App account - you'll be asked to authenticate just as you connect Splash to Zapier a few steps earlier.
12.Give it a test.
13. After the test runs successfully, hit the Save + Continue button.
14. Next, you'll be asked to configure a few steps specific to the Action App you're integrating with. Each integration app will have a different set up actions that can be configured, which will vary system by system in terms of options and their sophistication.
In the example below, Google Sheets is asking us to choose a spreadsheet to sync our RSVP to, a spreadsheet tab (the Worksheet), and the Splash RSVP fields we'd like to insert into the newly created spreadsheet rows.
15. Hit the Create + Continue button to proceed to testing.
16. Once the test runs successfully, you'll actually be able to verify that the action took place. In our example, that means we'll be able to go into our Google Sheet and find a newly created test RSVP.
Hit the Finish button to continue.
17. Give your newly created Zap a name.
18. Finally, turn that baby on!
But did you know that Splash can also act as the Action App?