This article describes how to set up your Zapier integrations as well as formatting dates.
Step 1
Make sure you have a Zapier account here: https://zapier.com/, and access to the Admin Panel in SourceWhale.Connecting SourceWhale account to your Zapier account
Step 2
In the SourceWhale app, go to Admin > Settings, and click ‘Generate API Key’, and copy the generated key.
Step 3
Then go to Dashboard in Zapier (https://zapier.com/app/dashboard), and navigate to ‘My Apps’ on the left panel.
Step 4
Click ‘Add connection’ and search for then click on SourceWhale.
Step 5
A window will appear prompting you to enter your generated API Key, then click ‘Yes, Continue to SourceWhale’.
SourceWhale will now have been connected to Zapier, and can be used to create Zaps.
You will be redirected to ‘My Apps’ > SourceWhale. In this page here you can see your SourceWhale connection(s), and any Zaps that you have created using SourceWhale.
Format Dates
SourceWhale sends dates in the unix time format for us to be able to send it to Zapier. You'll need to transform this in Zapier. Follow the instructions on how to do that here: https://help.zapier.com/hc/en-us/articles/8496257974029-Modify-date-and-time-formats-in-Zaps#h_01HF6R8YMZGNMZD1K4V55RZYGN.
Read this article here on how to create a Zap and how to add contacts into SourceWhale with Zapier.
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