Note
Creating a Zap with Yeeflow as the Trigger to take specified action events in other apps.
In this article, we will continue to have an example that how to design a Zap that Yeeflow is the Trigger. Whenever a new item is created in Yeeflow, then a corresponding record will be created in Google Sheets.
While clicking on MAKE A ZAP and you will be directed to the Zap page.
Step 1 - Set up the Trigger (Yeeflow)
① Select an App as the Tigger
To make it easy to review, you may define your zap name firstly. Then you may ① Search or pick an app to start.
In this case, we will set Yeeflow as the Trigger.
② Choose Tigger Event
Upon your selected app, you will be prompted to choose a ② Tigger Event as a specific condition for activating this trigger.
New Item - trigger whenever an item is created.
Update Item - trigger when an item is modified.
New or Update Item - trigger when an item is created or modified.
Delete Item - trigger when an item is deleted.
In this case, we would like to run this zap whenever a New Item is created.
Click Continue button to move on.
③ Choose account
Then you will be asked to ③ Choose account.
You may see these connected accounts that Zaps you have already made in Zaps before.
You need to click +Connect a new account at your first time. After that, there will be a pop-up page where you need to login your Yeeflow account to Zapier (or you will be auto-connected if you have already login on your account in the same web browser).
Note: You must Allow Zapier to access your Yeeflow Account to take the trigger.
Click Continue button to move on.
④ Set up trigger
After then you will be prompted to ④ Set up trigger for your connected Yeeflow Account.
In case you may have multi-Yeeflow account, you need to connect to the appropriate account and mark it easily to know .
You need to select a specific incoming data (e.g. Application → List) by clicking the dropdown menu, whenever a new item is created, execute this trigger.
Click Continue button to move on.
⑤ Test trigger
At the last part of first step, Zapier will ask you to ⑤ Test trigger.
Click it and you will get a result to check if everything works well.
Click Continue button to finish the first step.
Step 2 - Set up the action (Google Sheet as exampled)
Upon your success of the first step, you will be directed to the Action page.
① Select an app as the Action
Now you need to pick an other app (Google Sheet for this case) than Yeeflow to perform.
② Choose Action Event
Upon your selected app, you will be prompted to choose an ② Action Event to be performed when this Zap runs.
In this case, we pick Create Spreadsheet Row.
Click Continue button to move on.
③ Choose account
Then you will be asked to ③ Choose account.
Click Sign in to Google Sheets and there will be a pop-up page where you need to login your Google account to Zapier (or you will be auto-connected if you have already login on your account in the same web browser).
Note: You must Allow Zapier to access your X-Account to take the action.
④ Set up Action
After your Google account logon, you will be asked to ④ Set up action.
You need to specify through Drive → Spreadsheet → Worksheet to prompt its corresponding field(s) that can be reached.
You may insert specific data of incoming data from Trigger app(Yeeflow) to each receiving data of Action app(Google Sheets for this case).
Once you're done creating the mapping relationship, click Continue button to move on.
⑤ Test trigger
At the last part of second step, Zapier will ask you to ⑤ Test & Review.
Click it and you will get a result to check if everything goes well.
⑥ Turn on Zap
Once you've got a successful message, which means everything is set.
Click ⑥ Turn on Zap to finish and run this Zap.
Edit or more Action(s)
After your success of above steps, you will get a message of your Zap is on the way!
And now, you've set up your Zap with Yeeflow as the Trigger.
You may be directed to this Zap page and you're allowed to
Edit the Trigger or Action if applicable
+Add more Action(s) if applicable
