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Zapier integration
Zapier integration
Roy avatar
Written by Roy
Updated over a week ago

What is Zapier?

Zapier lets you connect PTminder to 2,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.

Each Zap has one app as the **Trigger**, where your information comes from and which causes one or more **Actions** in other apps, where your data gets sent automatically. You can find more details about the key concepts in Zapier here.

Zapier has several plans from free to paid. You can find the plans here.

PTminder does not charge for the integration, it is included with your subscription plan.

Getting Started with Zapier

Sign up for a free Zapier account if you haven't already got one, from there you can jump right in with the following steps...

How do I connect PTminder to Zapier?

  1. Log in to your Zapier account or create a new account.

  2. Navigate to "My Apps" from the top menu bar.

  3. Now click on "Connect a new account..." and search for "PTminder"

  4. Use your credentials to connect your PTminder account to Zapier.

  5. Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup.

  6. Need inspiration? See everything that's possible with PTminder and Zapier.

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