Zapier is a tool that helps you automate repetitive tasks between two or more apps.

Zapier is a repository of apps and software that have connected to their platform that help in that automation.

The way to think of it is:
​WHEN
THIS HAPPENS

THEN
DO THIS

Edisen connects to Zapier in two ways.

Edisen has two triggers set up that will be the WHEN in an automation flow.

Our two triggers are:

We also have a single action:

With the release in Q2 of '23, we now have a new way to connect to Zapier, making it more convenient and simpler for our users. You will be able to connect and integrate with Zapier while within Edisen, so there is no need for users to go outside of Edisen in order to automate their common workflows.

You not only can access Zapier while within Edisen, you can also use your Zapier's login credentials to connect to Edisen via OAuth 2.0 (Open Authorization).

From top-right, click on your profile icon to open the dropdown. Select "App Integrations" to open the Integrations page. On this page, click on Zapier and click to Connect.

Here you will see the list of all apps that are connected/integrated with Edisen. At this time, with the release in Q2 '23, we are able to do this with Zapier.

Click on Zapier section to see below. This will start the OAuth process.

OAuth 2.0 provides consented access and restricts actions of what Zapier can perform on resources on behalf of the user, without ever sharing the user's credentials. It enables granting access to a set of resources, like remote APIs or user data.

Now Zapier is Connected to Edisen.

Signup/Login to Zapier

Once you have a Zapier account, you will be able to connect to this app by allowing Zapier access to your Edisen account.

You now have the ability to access all features of Zapier without ever leaving Edisen.

You will then see this section, click on "Log in" if you already have an account with Zapier (signed up).

Note that being "Connected" does not mean that you are logged in to Zapier. Connectivity and authorization to Zapier is separate from logging in to your Zapier account. Log in and Log out is controlled by Zapier.

Logging out of Zapier is possible only from Zapier.com. This functionality is something Edisen is unable to access and is controlled only on Zapier. Please go to Zapier.com and select logout.

Click on the "Disconnect" button to revoke the authorization from Zapier to using Edisen data.

When you disconnect from Zapier in Edisen but are still logged in, you will not be able to create any new Zaps. You will need to reconnect and authorize Zapier again in order to create new zaps.

Edisen Zapier integration contains two triggers.

Tasks and Approvals.

For any created task a trigger will set off actions that can be used across the Zapier eco-system.

For instance, you could send a zap for every task created that sends a Slack message to your team working on the account.

The same goes for Approvals. The Approval trigger will open up a world of possibilities for any workflows that involve approvals.

For instance, every approval created could be created in a row in a Google spreadsheet that allows for you to track assets and work over a long-term project.

Edisen Zapier integration contains one action.

Writing a file to a Collection

Any trigger that is in the Zapier platform that contains a file or URL may be sent to Edisen to create a file in a specific collection.

For instance, if your trigger is to for any Outlook email, that has an attachment, send that attachment to an Edisen Collection.

The possibilities should only be limited by what your particular workflow is.