Getting Started with Zapier

Getting Started with Zapier

TL;DR: Connect Custojo to 5000+ apps with no-code automation.


What is Zapier Integration?

Zapier connects Custojo to thousands of other apps. Create "Zaps" that automatically transfer data between apps. Examples:

  • New invoice → Add row to Google Sheets
  • New employee → Create Slack channel
  • Task completed → Send email notification

Prerequisites

  1. ✅ Zapier module enabled
  2. ✅ Zapier account (free tier available)
  3. ✅ API key from Custojo settings

Quick Start

Step 1: Get API Key

  1. Go to Settings → Zapier in Custojo
  2. Generate API key
  3. Copy the key

Step 2: Create Zap in Zapier

  1. Log in to zapier.com
  2. Click Create Zap
  3. Search for "Custojo" (or use webhook)
  4. Connect using your API key
  5. Choose trigger event
  6. Connect to destination app
  7. Test and activate

Common Use Cases

Trigger Action Example
New Invoice Google Sheets Log all invoices
New Employee Slack Post welcome message
Task Complete Email Notify client

What's Next?