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Read articles on how to use Zapier with GovSpend.
What is Zapier?
This quick video will briefly discuss what Zapier is and how to set up an integration. Enjoy!
Creating An API Key
How to create an API key Click on 'Account' in the top right hand corner of GovSpend. Click on 'API Keys' in the right navigation menu. Towards the top right of the screen, click on 'Create API Key'. Type in the name of the API key. Then, choose to ha
Creating A Zap
Creating A Zap To create a zap, you will need access to your Zapier account, and your GovSpend login credentials. Once a zap is created and turned on, you should not need to repeat this process, unless you are creating an entirely new zap. Getting Started In your Zapier account, go to the 'Zaps' tab in the left navigation menu. Your list of zaps will now be dis
Editing A Zap
Editing A Zap If you ever want to make changes to how a zap works, you can edit each field of one. Locate the zap that you wish to edit. Once done, click on the arrow to the right and click on 'Edit'. Your zap will now be displayed. You may now click into any of the triggers and make changes. !(https://storage.crisp.chat/users/helpdesk/website/1755115a27de5800/scree
Tagging Items In GovSpend
Tagging Items In GovSpend Using Zapier, you may be required to tag a purchase, bid, or contact to send data from GovSpend to another software. This article will discuss how to tag an item and where you can tag items. How To Tag To tag an item, you will need to find the "Tags & Notes" fields located across GovSpend. Tag fields are free-form, meaning that you can name a tag whatever you like. For example: If John Doe wants to tag something, he can simply use "John" as the tag. !(
Turning Off A Zap
Turning Off A Zap In Zapier, you do have the ability to delete zaps that you no longer wish to use. However, you can also turn off a zap. This allows you to keep the zap that you created while having it not run. To Turn Off A Zap: Go to your Zapier homepage. Then locate the zap that you wish to turn off. There will be a toggle to the right of the zap, where you can easily toggle the zap on or off. !(https://storage.crisp.chat/users/helpdesk/websit
Managing Zapier Folders
Managing Folders In Zapier, you can have multiple folders to hold your zaps. This is helpful when you have zaps that are working with other apps, or zaps that do entirely different things. Creating Folders Go to your zaps homepage. Under "Private Folders", click on the '+' icon. Then, enter the name of your folder and press "ent
Zapier Templates Want help building zaps for specific events? Check out the links below to view templates: Update agencies and create contacts in Salesforce when purchase orders receive new tags in GovSpend Update agencies in Salesforce from new tagged purchase orders in GovSpend [Find or create an agency in Salesforce with new tags for GovSpend bids](https://zapier.com/app/editor/te