Zapier allows users to automate tasks, by creating ‘Zaps’. Zaps are made up of a trigger and one or more actions. A trigger is an event that occurs on a connected app (e.g. received an email, a spreadsheet being updated in Google Sheets, a contact being added to SourceWhale), which then automatically triggers an action on a connected app (e.g. send an email, update a spreadsheet, add a contact to SourceWhale).
How to create a Zap
Go to the Zapier Dashboard and click ‘Create Zap’ on the left panel.
Choose the trigger event.
Choose the action.
(Optionally) Create more actions by pressing the ‘+’ button between the steps of the Zap.
For SourceWhale, there are 2 triggers (Contact Added, Contact Updated) and 3 actions (Find Contact, Create Contact, Modify Contact) to choose from.
Contact Added - Trigger - Triggers when a new contact is added.
Contact Updated - Trigger - Triggers when an existing contact is updated.
Find Contact - Action - Finds a contact with a specified email address, phone number, photo URL or social link.
Create Contact - Action - Creates a new contact.
Modify Contact - Action - Modifies an existing contact.
Creating a Contact Added / Contact Updated Trigger:
When creating a Trigger, select SourceWhale, choose the Contact Added / Contact Updated event, and press Continue.
Choose your connected SourceWhale account, and press Continue.
Choose the Test Data Search Field and Value. These will be used to search SourceWhale for a contact to use as test data when creating and testing this Zap. Then press Continue. (N.B. Make sure the contact you search for does exist within SourceWhale! This contact will only be used when creating the Zap, and will be discarded once the Zap has been created.)
Press Test Trigger. Zapier will now search SourceWhale for our test contact, which will be used when creating subsequent actions as example data.
Creating a Find Candidate Action:
When creating an Action, select SourceWhale, choose the Find Contact event, and press Continue.
Choose your connected SourceWhale account, and press Continue.
Choose the Search Field and Value. These will be used to search SourceWhale for a contact with those details. For example, choosing the Search Field as ‘Email Address’ and Search Value as ‘johnsmith@example.com’ will search SourceWhale for contacts who have that email address. The Search Field can be an Email Address, Phone Number, Image URL or Social Link. Then press Continue.
Press Test Action. This will search SourceWhale for a contact, using the test data that was given by previous Triggers/Actions.
Creating a Create Contact / Modify Contact Action:
When creating an Action, select SourceWhale, choose the Create Contact / Modify Contact event, and press Continue.
Choose your connected SourceWhale account, and press Continue.
(Modify Contact only) Enter the Contact ID of the existing SourceWhale Contact you wish to modify. If your previous steps do not provide a Contact ID, you can create a Find Contact Action before this action to search for a Contact in SourceWhale, and use the Contact ID received from that search.
Fill out the Contact details, and press Continue.
Press Test Action. This will Create / Modify a Contact in SourceWhale using the test data given from previous steps.
Example Zaps using SourceWhale:
When a contact is added to SourceWhale, that contact will be added to Google Contacts.
If you have contacts stored in a spreadsheet in Google Sheets, you could set up multiple zaps so that when contacts are created/modified in SourceWhale, the respective contact in Google Sheets is created/modified, and vice versa.
If you need help setting up Zapier with SourceWhale, check out our article here.
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