Zapier Integration

3min

Introduction
﻿Zapier provides an integration platform which makes it easy to integrate SaaS applications through the use of simple integrations called "Zaps."
Zaps are commonly used to make business processes more efficient. You can set up a Zap to transfer data without software development skills. You can send customer and transaction information from MYFUNDBOX to other systems.
Setup Integration

Zapier is an online automation tool that connects your apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.

Integrating Zapier and MYFUNDBOX
Zapier allows you to instantly connect MYFUNDBOX with more apps to automate your work and find productivity superpowers. Zaps are one-way workflows.
Follow these steps to create a Zap:
Login and Create a Zap
Log in /Sign up to your Zapier account. Click Make a Zap to start creating your Zap from scratch. You can also directly connect the apps from Zapier's dashboard.
Set up Trigger
A trigger is an event that starts a Zap. Connect and authorize your MYFUNDBOX account to use the services available through Zapier for your business.
 Create your own workflow.  

Updated 12 Apr 2023

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