Zapier

Table of Contents

• Presentation
• Catalog
• Set Up
• Create a Zapier account
• Use a Zap from the catalog
• Create your own Zap

Presentation

Zapier is an automation tool that lets you create workflows between your various apps. By integrating Zapier with Routine, you will be able to link Routine to over 5000+ different apps and services like Gmail, Pipedrive, Slack, Notion, Twitter, Mailchimp etc.

Catalog

Routine has build readymade Zap integrations that you can safely re-use, allowing you to set up a dozen workflows in just a few minutes.

You can check out Routine’s Zaps catalog which contains workflow automations that have been already set up to work with Routine.

Set Up

Create a Zapier account

If not already the case, visit http://zapier.com and sign up.

Use a Zap from the catalog

A catalog of dozens of pre-defined Zapier automations is available:

Routine Integrations | Connect Your Apps with Zapier

Instantly connect Routine with the apps you use everyday. Routine integrates with 4,000 other apps on Zapier - it's the easiest way to automate your work.

zapier.com

To use a readymade Zap just follow the instructions below:

1. Pick a Zap
2. Log in to the services the Zap uses
3. Turn the Zap on

That’s it, the automation is ready for you to use.

Create your own Zap

In the Zaps section, you will find all the Zaps (Zapier workflows) that you have set up. Use the Create Zap button to create a new Zap.

Zaps are composed of two types of components: a trigger and a series of actions.

For the purpose of this example, we will use Gmail starring mechanism as the trigger to create a task in Routine.

First, in the trigger section, search and select Gmail:

Then select New Starred Email as the trigger event:

At the point, you need to sign in to Gmail for Zapier to detect when you star an email:

Finally, go to Gmail and star an email to validate Zapier. Come back to Zapier and click the Test trigger button. Zapier should detect the email you starred and validate the trigger step of your zap:

We can now move on to the actions part of the automations. In this case, search for and select Routine as the action app.

Then, select Create task as the action event:

In the next step, you will need to sign in to Routine:

When clicking Sign in to Routine, a new window (see below) should pop up:

Go back to the Routine app where you should see an overlay like this:

Click on Allow to grant Zapier the permission to interact with Routine:

Now that you have connected Zapier to Routine, select your Routine account and continue the process.

Next, let us define the properties of the task to create in Routine:

• Task Name: the name of the task to create
• Origin URL: this property is optional but is useful to easily go back to the original item that was converted into a Routine task e.g an email

In the context of starring emails we will use the subject as the task name and the unique URL to the email as the origin URL.

As the final step, you can test your Zap:

Go to the Routine app’s and you should see your test email appear in your Inbox:

Note that icon on the right-hand side of the task. This icon opens the Origin URL indicated in the task properties, allowing you to easily open the original email that was starred.

Finally, turn the Zap on to become active and turn all your starred emails into Routine tasks.