Zapier

Zapier integration with OfficeClip can help you build automations with Google Contacts, Wufoo, Gravity Forms, Google Sheets, Slack, MailChimp, Intercom, Zillow Tech Connect, JotForm, Infusionsoft, Facebook Lead Ads, Typeform, Thankster, Emma, Smartsheet, Webmerge, SupportBee, and more. To access our pre-built Zapier integrations, or 'Zaps,' follow the steps below:

  1. Signup with Zapier which also comes with a free trial here: https://zapier.com/sign-up
  2. Once you are logged in, click 'Search' at the right corner.

    login

  3. Search for ‘OfficeClip’, then click on the OfficeClip App icon.

    find officeclip

  4. Scroll down in the resulting page to see all the apps by clicking on a button or search for an app or pick any app from the list to connect to OfficeClip.

    show apps

  5. We will test our ZAP with Google contacts, so we select the Google Contacts option from the list.

    find officeclip

  6. For connecting these apps we need to choose a trigger from the dropdown, which when takes place in OfficeClip an action is initiated in Google contacts.
  7. Here, we choose a trigger that when a new contact is created in OfficeClip, an action takes place in Google contacts where it automatically creates the contact here. After choosing the trigger and action, click on Connect My Apps.

    find officeclip

  8. In the next screen, you need to choose an account and map fields. You can also name your ZAP by clicking on the edit button.

    find officeclip

  9. Click on the Trigger box and then choose App & event. Confirm the app OfficeClip and also the event. If it is correct, click Continue

    find officeclip

  10. Next click on Account and click on Choose button to select an account. Then click on Connect to a new account

    find officeclip

  11. It will take you to a new pop-up where in Zapier you need to enter an API key and Org key

    find officeclip

  12. To enter this keys, go to OfficeClip > Settings > Organization settings > Rest API Integration.

    find officeclip

  13. In the Rest API screen you will find the API key and Org key. Click on Copy and copy the keys in Zapier screen to connect the account. And after copying click on Yes, Continue to OfficeClip button.

    find officeclip

  14. Now you will be redirected to the screen below. In order to connect you need to fill the required field in below form. Try to enter an existing contacts last name and click on Continue button.

    test trigger

  15. Test your trigger by clicking on Test Trigger button or If you want to skip the test you can directly click on Continue button at the bottom of page without filling the form.

    test trigger 2

  16. You will be redirected to the below screen if you fill the above form, where you can click on the continue button to see the result.
    Important: If you do not fill the above form and click on continue you will find a skip the test option. Click on it to continue.

    test trigger result

  17. Now click on the Action box to set Google contacts. Click on App & Events and verify the connecting app and event. If both are correct, click on Continue.

    find officeclip

  18. Then, click on Account click on Choose. Select the Google account you want to sync with OfficeClip contacts and click Continue

    find officeclip

  19. After choosing an Account, click on Action. In the First name click on its field box. You will see the OfficeClip field list. Map the fields correctly with each other by selecting the appropriate field. Map the First name, last name and other fields which you want.

    find officeclip

  20. After mapping fields, click on Continue. You can test the action if you want by clicking on the Test action button or else you can skip the test.
  21. After completing all the necessary steps, click on the Publish button.

    find officeclip

  22. By this your OfficeClip Integration with other apps using Zapier is complete. You can follow the same process to integrate other apps with OfficeClip Contact.

    find officeclip

  23. Make sure that your Zap is On
  24. To test the zap, go to OfficeClip and create a new contact and save.

    find officeclip

  25. Now go to your Google account and check contacts. It usually takes some time for a contact to sync. But if you want to sync instantly, then go to Zapier, click on the three dots in your zap and select Run.

    find officeclip

  26. It will show all the events taking place.

    find officeclip

  27. Finally, go to Google contacts refresh the screen and you will see the new contact synced with Google Contacts.

    find officeclip