Learn how to set up a Zapier integration to automate repetitive tasks in your Profi workspace.
In this article you’ll learn
The basics of setting up Zapier in your Profi workspace including:
1. Set up a Zapier Integration
Use your Zapier token to complete the integration with Profi. A Zapier integration allows you to take advantage of various Zaps. Each Zap includes a trigger event and a corresponding action to automate and enhance your experience.
Access your Zapier Token and Create an Account
Solo and Team Customers
Login to your Profi account
Navigate to Settings
Navigate to Public Page
Select Receive Token
Pick Copy Token
Choose Profi Account in Zapier
Select Sign Up to Create your Zapier Account
Corporate and Network Customers
Login to your Admin Panel
Pick Global Config
Select Receive Token
Pick Copy Token
Choose Profi Account in Zapier
Select Sign Up to Create your Zapier Account
2. Create your First Zap in Profi
Accept the Invitation to use Profi on Zapier
If you do not receive the message below, log out and back into your Zapier account
Select + Create Zap
Choose the Account for your Zap
Select Choose Account
Sign In to your Profi account
Paste Zapier Token
Select Continue
Test the Trigger Event
Choose Test Trigger
Select Continue
Select the Application for an Action
Sign in to the Application
Enter an Action
Choose Account
Sign In to your Application Account
Select Continue
Test the Action
Select Test & Continue
Publish the Zap
Select Publish Zap
Choose Publish & Turn On
💡 Pro Tip: Review more information about Zapier triggers
3. Additional Support with Zapier Integrations
Our Customer Success team can support with questions related to your Zapier integration with Profi. Login to your Profi account and select the icon below on the bottom right corner of your screen to connect with a dedicated member of our team.
💡 Pro Tip: Contact Zapier Support for any questions about your account.