Connecting to Zapier
Please follow these steps to connect your Simply Stakeholders account to Zapier when creating a new zap;
From the App trigger dropdown, select the Simply Stakeholders app
Image displays search bar and list of appsSelect the Event - either a New Interaction, New Contact Group, New Stakeholder or New Task
Image displays list of EventsChoose an account by clicking on the dropdown and selecting either an account you have set up or + Connect a new account
Image displays list of accounts and '+ Connect a new account' button in ZapierIn the pop-up box, select the 'Region' of your Simply Stakeholders account. Note: The region is where your data is hosted on our servers, not your physical location. It can be found by looking at the prefix in your URL (au. / uk. / us. / eu. / ca. ) when logging into the Simply Stakeholders software.
Image displays 'Region' selection
Image displays 'Region' selection dropdown menuNext, login to Simply Stakeholders with your credentials or SSO
Select the Project you wish to connect from the dropdown list, and click Authorise
Image displays Simply Stakeholders login
Image displays 'Project' selection dropdownThe Simply Stakeholders account has been connected to Zapier, you can continue with your Zap!
Image displays Simply Stakeholders account connection in Zapier