Setting Up Zapier

Created by Emilie Macke, Modified on Thu, 25 Jul at 5:25 PM by ServiceReef Support

Link ServiceReef and Zapier

 

To get started, first create your own personal Zapier account and then click the link below to add ServiceReef to your organization's Zapier account. 

 

Click Here to: Access ServiceReef in Zapier

 

 

In order to find ServiceReef, you will need to begin to set up your first Zap. 

Go to Zaps and click Create.


Click Trigger.



Search for Service Reef and select. 



You are now connected and ready to create your Zap.


For a complete guide on how to create a Zap you can click here.

 

Here you can also test the connection between ServiceReef and Zapier to make sure that you'll be able to use ServiceReef as your trigger app before you start creating your Zaps.

 

 

If you prefer a more direct approach you can do this on the fly and immediately go to create your first Zap. There, on the second step of the process, you'll choose your account and sign in, and by doing that allow Zapier access to ServiceReef.

 

 


Now you're ready to create your first Zap.

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