Zapier Integration Overview

Learn how to use BidClips integration with Zapier.

BidClips now integrates with Zapier allowing you to move data more easily between the systems you use everyday.

Getting Started

Once you have a Zapier account, you can make you first Zap with BidClips.

In Zapier, a trigger is the starting point or event that kicks off an automated workflow, called a zap. A zap consists of a trigger and one or more actions. When the specified trigger event occurs (such as a new customer is added to BidClips), it initiates the zap, and the connected actions are then executed automatically.

At this time BidClips can only be added as a Trigger and does not have any actions associated with it.

Creating Your First Zap

To make your first Zap with BidClips, start by clicking on the orange '+ Create' button from the dashboard screen.

Here you will be taken to the Zap Workspace where you will see two empty rectangles where you will add your Trigger and automated Actions.

How To Configure Your Trigger

Step 1: Setup

1. Click inside the Trigger rectangle
2. Choose BidClips from the list of possible Triggers
3. Add the Trigger event called New Sync
4. Click the Select button to connect your BidClips account
5. Sign into your BidClips account in the pop-up window that opens
6. Click Continue

Step 2: Configure

Here is where you will choose the object you would like to Trigger this Zap. Right now BidClips supports only triggering Zaps when a new customer is added or a new job is created.

Click on Sync Document and choose between Customer or Job. Then click Continue.

Step 3: Test

Now click Test Trigger to bring in some values from BidClips to use to test the rest of your Zap.

Once some test data come through, explore the data structure and choose one to use for the rest of the process.

How To Configure Actions

Once you choose your test data, a new pop-up will appear asking you to choose the app where you would like to send this data.

Step 1: Setup

1. Search for and choose the destination app from the list
2. Choose an Action event from the list 
3. Click Select an account to authenticate your app
4. Click Continue

Step 2: Configure

This step will be variable depending on the app you choose. However, most apps will require you to map your data to corresponding fields in the destination environment.

For example, if I want to send all of my new BidClips customers to a Google Sheet, I would choose the Google Sheets app and choose the Create Spreadsheet Row action.

Now I am asked to choose which Google Drive my spreadsheet is stored in, the destination spreadsheet, and the corresponding worksheet.

Once I choose those inputs, I will be prompted to map my customer data to columns in the worksheet.

Click Continue to move on to the last step.

Step 3: Test

Now you have the option to test sending your data to your destination app to make sure everything will be configured the way you want. 

If you do not want to test the data, click Skip Test.

If everything looks good and you are ready to launch your Zap, click Publish.