Ragic Logo
<< Calendar Sync Table of Contents Integrating Ragic with external applications >>

Zapier Integration

What is Zapier?

Zapier lets you easily connect the web apps you use, making it easy to automate tedious tasks. Ragic now supports integrating with other online services via Zapier. If you'd like to join in to use Ragic as a trigger or action application, you can navigate to the Tools menu and select Connect with your web apps under the Sync section.

Apply pre-built zap: connect with Gmail

Once you click on Connect with your web apps, a pop-up window will appear with pre-built suggestions.

Clicking on any of the suggestions will lead you to the configuration wizard. For example, to connect with Gmail, you’ll be asked to log into your Google account before proceeding with the next step.

Step 1. Configure the trigger

In our example, you’ll need to set Ragic as a trigger application, with creating a new record as the trigger action.

Next, you'll need to connect the API Key and Sheet Path. These can be found on your Ragic API page, which will be linked from Zapier in this step.

You may click on the Ragic API page to see the full list of your sheets, or you can select a sheet from the dropdown menu.

Since you can have many different apps in your Ragic account stored in different sheets, make sure that you are connecting the correct sheet path.

Step 2. Configure the action

After connecting to your Ragic account, you can continue on with the next step. In our example, you’ll need to set Gmail as the action application and sending an email as the action.

In this step, you’ll need to create the mail template and decide what kind of information you would like to populate in the e-mail subject and the e-mail body.

Once you have mapped all the necessary fields, you will be able to test and view samples from the Gmail account you are using.

If the test mail works perfectly, you can name your Zap, which will automate actions according to your specified settings and timeframe.

Create a zap with Ragic and the app you want to integrate with.

Log into your Zapier account (or create an account if you don't have one yet.) Click "Make a new Zap" to get started on your integration. You should be able to see Ragic in the available apps.

Ragic can be used as either a trigger or an action on Zapier when creating new entries.

Example: Ragic + Trello

In this example, when a new record is created in Ragic for a project task, a new card for this task will be created in Trello, a team collaboration tool. The possibilities are endless with all the available apps that have Zapier integration.

Step 1. Configure the trigger

In our example, you’ll need to set Ragic as the trigger application, and creating a New Record as the trigger action.

If you're doing an integration with an app on Zapier for the first time, you'll need to connect the apps you use to allow Zapier access to read and write data.

In Ragic's case, you'll need to connect the API Key and Sheet Path. These can be found on your Ragic API page, which will be linked from Zapier in this step.

You may click on the Ragic API page to see the full list of your sheets, or you can select a sheet from the dropdown menu.

Since you can have many different apps on your Ragic account stored in different sheets, make sure that you are connecting the correct sheet path.

Step 2. Configure the action

Once you have connected your accounts, you can continue on with the next step.

The steps that Zapier offers for integration might differ according to the app combination you are creating. Usually, you will need to map which fields correspond to each other.

Tip: Since the available fields on Ragic differ depending on your sheet design, you can always go back to redesign your sheet if you would like to make modifications, such as adding extra fields as needed. Zapier will save the Zap you are editing as a draft.

Once you have mapped all the necessary fields, you will be able to test and view samples from each app you are using.

Once you have finished linking your apps together, you can name your Zap, which will automate actions according to your specified settings and timeframe.

In this example, Zapier would automatically check for new Ragic records in our Project tasks sheet every 15 minutes, and will post them to Trello if there are new records with no further action required from the user.

  

Top of Page
<< Calendar SyncTable of ContentsIntegrating Ragic with external applications >>
Learn more about Ragic: Why we created Ragic | Webinars | User Guide.
Keep in touch: Blog | Email | Facebook | Twitter.
Ragic, Inc. | +1 888-666-8037 | Terms | Privacy